Before You Begin
Admin Access: You must have Administrator login credentials for Dazos CRM to view global integration logs.
Active CTM Account: Ensure your organization has an active Call Tracking Metrics subscription and that the initial setup was performed by your IT department.
Steps to Verify Integration
Navigate to the Leads Module and log in: Open your web browser and go to your specific Dazos CRM instance. Enter your administrator credentials. Once logged in, your dashboard will load.
Locate the Leads module: From the main dashboard, look at the sidebar or the top navigation menu. Find the Leads module and click it. This will take you to the list view where all potential new clients are stored.
3. Click on a record: Scroll through your list and select a recent lead record that you know originated from a phone call. Click on the lead's name or the view icon to open the full detail page.
4. Click Activities: Once inside the lead record, look for the Activities tab (usually located in the top menu or a sidebar section). This tab is the central hub for all interaction history. Accessing this allows you to see if the CTM integration has successfully pushed the call data into the CRM.
5. Click "Inbound call from -": Within the Activities list, identify the entry specifically labeled "Inbound call from -" followed by a phone number. Clicking this entry will expand the details of that specific call event.
6. Verify Call Details: This final step involves reviewing the information inside the call activity. Verify that details such as the call duration, recording link, and tracking number are present. You can click the link provided to ensure it redirects you correctly to the call log within your CTM account.
Verification / Expected Result
Automated Logging: Inbound call activities appear automatically in the Activities tab of a lead record without manual entry.
Data Access: Call details (duration, recording links, and tracking numbers) are accessible directly within the CRM.
Synchronization: New leads are generated in the CRM the moment a unique call is tracked in CTM.
Troubleshooting / Common Errors
Symptom | Potential Cause | Solution |
No call activity appears | Webhooks are disconnected. | Confirm that the Dazos Webhook URL is correctly pasted into your CTM "Post Call" settings. |
"Access Denied" on CTM links | Missing Permissions. | Verify that your CTM user profile has the necessary permissions to view recordings or call logs. |
Missing Lead Records | Call Filtering. | Check your CTM settings to see if "Short Calls" (e.g., under 10 seconds) are being filtered out from syncing. |
Duplicates in CRM | Multiple Webhooks. | Ensure you don't have multiple Dazos webhooks active in CTM for the same event. |