How to Set Up CRM Click To Call to Better Track Outbound Sales Calls
As Enquire MAP is a full featured, call tracking platform, setting up click to call is a great solution for automatically tracking outbound sales calls.
An Easy Method to Start With (using Chrome)
- Add the Enquire MAP Chrome extension. Please connect with Enquire MAP Support for further assistance.
- Once installed, any phone number in the CRM that uses an HTML link will be encoded to support the click to call functionality automatically while using chrome.
If Unable to Use Chrome
In the CRM, the phone numbers are displayed as URLs or links. Some CRMs allow the User to customize the link. When inside the CRM, click the phone number in on the contact page. Next, this brings up a dialog that instantiates call with the prospect. The call is tracked, and the results of the call can be automatically posted to the CRM.
The URL Template
Dynamic field for a specific contact %CONTACT.API_CALL_LINK%
Contact Edit Link, contact.edit_link
Contact Click To Call Link, contact.call_link
Contact Lead Score, lead_score.lead_score
First Name, first_name
Last Name, last_name
Full Name, full_name
Contact Source, contact_source_name
Contact Source Description, contact_source_description
Opted In, opted_in
Contact Manager Email, claimed_by_id
DNI Replace For Contact, dni_list
Street Address, addresses.address
Postal/Zip Code, addresses.postal_code
Phone Number, phones.phone_number
Email Address, emails.email_address
Twitter Handle, social_media_accounts.username
Employer Organization, accounts.business_name
Organization Street Address, accounts.addresses.address
Organization City, accounts.addresses.city
Organization Province/State, accounts.addresses.province
Organization Postal/Zip Code, accounts.addresses.postal_code
Organization Country, accounts.addresses.country
Organization Phone Number, accounts.phones.phone_number
Organization Email Address, accounts.emails.email_address
Organization Website, accounts.website.url
Organization Logo (url), accounts.logo
Organization Contact Manager Email, accounts.claimed_by_id
Contact Manager Email, claimed_by_email
Pipedrive Owner ID, pd_user_id
Contact ID, id
Please reach out to the dedicated Enquire Account Manager or Enquire MAP Support team for further assistance.