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CallTrackingMetrics - Create PDF, Word, Excel Documents
CallTrackingMetrics can connect with Documentero to turn call data into ready-to-use documents. By using webhooks, every new call event can trigger the creation of reports, summaries, or logs in .docx, .pdf, or .xlsx formats. The integration works through API, Make, or Zapier, giving teams flexible ways to capture call details and generate documents automatically. This makes it easier to keep accurate records of customer interactions without manual data entry.
CallTrackingMetrics
Documentero
Triggers
Create a Webhook — Creates a webhook.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from CallTrackingMetrics using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from CallTrackingMetrics using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF call logs from CallTrackingMetrics data
Create Excel lead reports from CallTrackingMetrics webhooks
Export call tracking results into Word documents for client review
Build weekly call performance reports in PDF format
Generate detailed Excel sheets of inbound and outbound calls
Create Word documents summarizing call outcomes for sales teams
Automatically generate campaign-specific call reports in PDF
Export call tracking data into structured Excel templates
Create compliance-ready call documentation in Word format
Generate monthly call activity summaries from CallTrackingMetrics
How you can use CallTrackingMetrics + Documentero
Call Summary Reports
Automatically generate a PDF report after each tracked call with details such as caller ID, duration, and outcome.
Lead Tracking Sheets
Send call data into Documentero to create an Excel file that tracks new leads and their contact information.
Agent Performance Logs
Produce a Word document summarizing daily or weekly call activity for each agent.
Client Communication Records
Generate a PDF record of calls tied to a specific client for compliance or contract purposes.
Marketing Campaign Reports
Create Excel reports showing calls generated from different marketing campaigns.
Setup Guides
Zapier Tutorial: Integrate CallTrackingMetrics with Documentero
- Create a new Zap in Zapier.
- Add CallTrackingMetrics to the zap and choose one of the triggers (Create a Webhook). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the CallTrackingMetrics trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate CallTrackingMetrics with Documentero
- Create a new scenario in Make.
- Add CallTrackingMetrics to the scenario and choose one of the triggers (Create a Webhook). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the CallTrackingMetrics trigger.
- Run or schedule your scenario and verify the output.
