Call Tracking Metrics Integration Guide

The Kipu CRM integrates with Call Tracking Metrics to send call records to the CRM Call Queue. It also allows organizations to track and manage calls to and from the facility in the Kipu CRM directly, and to generate new patients, patient contacts, and referral sources.

Requirements

• An active Call Tracking Metrics account
• A Kipu CTM Webhook URL
  • Please contact [e-mail] to request your webhook URL to support this integration.

Configuring Integration

1. To begin, log in to your Call Tracking Metrics account (https://app.calltrackingmetrics.com/login).
   
2. Select Settings > Integrations from the left panel.
3. Use the search bar to locate Webhooks then select Settings.
4. Click New Webhook to create the first of two webhooks required for this integration. 
5. Fill out the following fields as seen below: 
   • Name: KipuCRM Pre-call
   • Description: Webhook to capture call record upon initial ring
   • Trigger: When an activity is received [start]
   • Callback URL: Input the CTM webhook URL provided to you by the CRM Team
   • Request Body Type: Log Data
     
6. Select Save Changes.
   
7. Return to the Webhooks Area and click New Webhook to create the second required webhook.
8. Fill out the following fields as seen below: 
   • Name: KipuCRM Post-call
   • Description: Webhook to capture all data once the call has ended
   • Trigger: At the end of a call/form/chat, once all data has been captured [end]
   • Callback URL: Input the CTM webhook URL provided to you by the CRM Team
   • Request Body Type: Log Data
9. Select Save Changes.
   

Your Kipu CRM is now officially integrated with your Call Tracking Metrics account! 

Check out the Campaigns & Marketing article if you are interested in setting up automated tracking of your call records in the Kipu CRM.

• CTM Integration Guide.pdf600 KB