This month brings new ways to connect CTM with the tools your team is using, along with faster workflows across calling, account management, and automation. Explore our new integrations, expanded CTM Phone capabilities, and several improvements designed to make configuration easier.
Clio Grow Integration
The Clio Grow Integration helps legal teams reduce manual intake by automatically sending CTM activity to Clio Grow. Teams can create Inbox Leads for new prospects, add Contact Notes to existing contacts, and use CTM workflows to control which activities are shared. Lead status tagging can also keep the CTM Activity Log aligned when Inbox Leads are accepted or rejected.
To learn more, review this article.
Google Tag Manager Integration
You can now deploy and manage the CTM tracking code directly through Google Tag Manager without manually copying tracking scripts. CTM creates the required tag, applies an All Pages trigger, publishes the GTM workspace, and provides tools to validate, manage, or remove the deployment.
To learn more, review this article.
Additional Platform Updates
- Copy Settings for Tracking Numbers and Voice Menus now lets you select one or more fields and apply them to any tracking number or Voice Menu within the account or across an agency. This makes it easy to reuse specific settings, such as an existing message, without copying the entire configuration.
- Navigating and visualizing multiple workflows navigation is easier with a new Workflows button that allows you to view all workflows associated with a trigger (end call, when activity is received, etc.).
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Parent Settings, Account Settings, and User Profile pages have refreshed layouts to improve navigation and the user experience.
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