LeadConnector + OpenPhone

Create new tasks in LeadConnector for completed calls in OpenPhone

Boost your efficiency and keep track of your leads with this simple workflow. Every time a call is concluded in your OpenPhone app, a corresponding task is effortlessly added in LeadConnector. This ensures maintaining precise records of your calls, never letting any lead management detail miss your attention. Enhance your productivity by staying one step ahead with every completed call.

When this happens...
Incoming Call Completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
TriggerInstant
automatically do this!
Add Task
Adds a task to the account.
ActionWrite

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Supported triggers and actions

What does this mean?

- Select Phone NumbersRequired
Trigger
Instant
Try It
- Phone NumbersRequired
Trigger
Instant
Try It
- Select Phone NumbersRequired
Trigger
Instant
Try It
- FromRequired
- ToRequired
- MessageRequired
- Mark conversation as done
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
Action
Write

- CampaignRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Select Phone NumbersRequired
Trigger
Instant
Try It
- Phone NumbersRequired
Trigger
Instant
Try It
- ID
- First Name
- Last Name
- Company
- Job Title
- Phone Numbers
- Email Addresses
- Share With
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.

Learn more Help

Related categories

Phone & SMS

PRODUCTS

CAPABILITIES

By team

LeadConnector + OpenPhone

Create new tasks in LeadConnector for completed calls in OpenPhone

Call Recording Completed

Outgoing Message Delivered

Phone NumbersRequired

Outgoing Call Completed

Select Phone NumbersRequired

Send a Message

FromRequired

ToRequired

MessageRequired

Mark conversation as done

Add/Update Contact

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Postal Code

Tags (comma delimited string for multiple tags)

Source

Mark as LeadRequired

Notes

Business Name

Country

Add Lead to Campaign

CampaignRequired

First Name

Last Name

Full Name

Phone Number

Email

Address

City

State

Postal Code

Tags (comma delimited string for multiple tags)

Source

Lead Source

Notes

Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

Add Task

Assign to User

Task TitleRequired

Task DescriptionRequired

Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)

First Name

Last Name

Contact Phone

Contact Email

Incoming Call Completed

Select Phone NumbersRequired

Incoming Message Received

Phone NumbersRequired

Create or Update Contact

ID

First Name

Last Name

Company

Job Title

Phone Numbers

Email Addresses

Share With

Pipeline Stage Changed

In PipelineRequired

Moved to Stage

Add/Update Opportunity

First Name

Last Name

Full Name

Phone Number

Email

Address

City