Automation Streamlines Call Tracking For Attorneys

“Attorneys often ask how we track activity, and the technology supply chain is quite simple. Every landing page or advertisement has a unique phone number, registered through Call Tracking Metrics. Once a call is received, it’s connected directly to the attorney’s office. Whether the call is answered or missed, it gets transferred to our internal CRM, Monday.com, for tracking.

In Monday.com, email and text notifications are sent out to members of our program, providing live updates on call activity. All of these services are connected by Zapier, one of the most widely used automation tools. It’s highly cost-effective, and we use an enterprise account because we automate hundreds of thousands of tasks each month.

Zapier acts as the glue that binds these independent technologies together, ensuring seamless automation. This process allows us to track everything accurately, minimizing human error. Automation ensures efficiency and reliability in our tracking.”

-Hugo E. Gomez, Founder (Abogados Now)

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