Integrating call tracking with your CRM can significantly enhance your business operations by providing comprehensive insights into customer interactions and marketing effectiveness. This guide will walk you through the process of integrating your WildJar call tracking system with your CRM, leveraging the detailed support documentation available from WildJar.
Enhanced Lead Attribution: Understand which marketing campaigns are driving phone calls and generating leads.
Comprehensive Customer Profiles: Combine call data with other customer interactions to create detailed profiles.
Improved Sales Efficiency: Provide your sales team with complete information about leads and customers.
Better Customer Service: Access call recordings and transcriptions to improve customer interactions.
Data-Driven Decisions: Use integrated data to make informed marketing and sales decisions.
Ensure your CRM is compatible with WildJar. Popular CRMs like HubSpot and Podium are supported. Refer to our CRM Integrations documentation for detailed compatibility information.
1. Create an Account: Sign up for an account on the WildJar website.
2. Configure Tracking Numbers: Set up tracking numbers for your marketing campaigns.
3. Install Tracking Code: Add WildJar’s tracking code to your website to capture call data.
Log in to your WildJar account and navigate to the integration settings. This section is typically found under the “Integrations” menu.
You can configure your CRM integration directly from the WildJar platform. Here’s how:
1. Navigate to Integrations: In your WildJar account, click on the "Integrations" tab in the left-hand menu.
2. Select CRM Integration: Under the list of available integrations, click on the CRM you wish to integrate, such as HubSpot.
3. Login to CRM: Click on the login button for the selected CRM, which will open a login window. Enter your CRM credentials and choose the account you want to integrate.
4. Configure Tracking Numbers: Choose whether to integrate all tracking numbers or select specific ones. Toggle on the numbers as required.
5. Save Configuration: Click "Save" to complete the integration setup.
Before going live, test the integration:
1. Make Test Calls: Use your tracking numbers to make test calls and verify data in your CRM.
2. Check Data Mapping: Ensure that all call data fields are correctly mapped and populated.
3. Verify Lead Creation: Confirm that new leads are created in the CRM for each incoming call.
Regularly monitor the integration to ensure smooth operation:
1. Regular Audits: Periodically review the data for accuracy.
2. Adjust Field Mapping: Modify data field mapping as business needs evolve.
3. Leverage Insights: Use the integrated data to refine marketing and sales strategies.
For detailed troubleshooting steps and additional support, refer to the WildJar Support Documentation or contact WildJar’s customer service.
Integrating WildJar with your CRM is a strategic move to enhance your marketing, sales, and customer service efforts. By following the steps outlined in this guide, you can seamlessly connect your call tracking data with your CRM, gaining valuable insights and driving better business outcomes. If you have any questions or need further assistance, refer to WildJar’s support documentation or reach out to their support team.
