- Service Automation
- On-Call Management
- Call capture & follow-up
Capture and organize call details for followup and customer interactions
This automation category centralizes call information by automatically capturing incoming and outbound call details and syncing them across team communication and CRM platforms. It streamlines follow-up processes by generating tasks, tagging contacts, and notifying relevant stakeholders in real time. By eliminating manual data entry and reducing response delays, teams stay informed and organized for improved customer interactions.
Filter by common apps:
iClosed
Filter by Zapier
Close
Mailchimp
Webhooks by Zapier
Pipedrive
Zapier Interfaces
Zapier Tables
Quo
Jobber
Slack
HubSpot
Calendly
Formatter by Zapier
ClickUp
CloudTalk
- Manage contacts and subscribe to workflows in Close after a call in iClosed
- Add or update contact in Mailchimp when a new call is scheduled in iClosed
Add or update contact in Mailchimp when a new call is scheduled in iClosed
- Capture call transcriptions, find clients in Pipedrive, and update client details
Capture call transcriptions, find clients in Pipedrive, and update client details
- Schedule live calls and send reminders from Zapier Interfaces, create records in Zapier Tables, and message via OpenPhone
Schedule live calls and send reminders from Zapier Interfaces, create records in Zapier Tables, and message via OpenPhone
- Create or update client requests in Jobber from completed calls in OpenPhone
Create or update client requests in Jobber from completed calls in OpenPhone
- Capture call details, notify team in Slack, and create or update contact in HubSpot
Capture call details, notify team in Slack, and create or update contact in HubSpot
- Notify team in Slack, create task in ClickUp when new Calendly call is scheduled
Notify team in Slack, create task in ClickUp when new Calendly call is scheduled
- Notify team channel with call details from CloudTalk to Slack
Notify team channel with call details from CloudTalk to Slack
- Capture and update contact details in HubSpot from Calendly invitee
Capture and update contact details in HubSpot from Calendly invitee