- 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:
CallRail
Delay by Zapier
monday.com
Calendly
Google Sheets
Flodesk
Gong
Filter by Zapier
Slack
Airtable
Formatter by Zapier
Todoist
CallTrackingMetrics
LeadConnector
Metaview
JobAdder
Google Calendar
Shopify
Webhooks by Zapier
Close
Vitally
RingCentral
Asana
- Update monday.com items with call details from CallRail after phone call completion
- Capture call details in Google Sheets, remove subscriber from Flodesk workflow, and create or update subscriber
Capture call details in Google Sheets, remove subscriber from Flodesk workflow, and create or update subscriber
- Notify team member in Slack about new Gong call details
Notify team member in Slack about new Gong call details
- Create follow up task in Todoist after Airtable call record updates
Create follow up task in Todoist after Airtable call record updates
- Capture New Inbound Calls as Opportunities with CallTrackingMetrics and LeadConnector
Capture New Inbound Calls as Opportunities with CallTrackingMetrics and LeadConnector
- Capture new conversations in Metaview, filter candidates, find or create records in JobAdder, and add notes
Capture new conversations in Metaview, filter candidates, find or create records in JobAdder, and add notes
- Initiate phone call to customer from Google Calendar event, delay until event starts, retrieve customer details, and set up call
Initiate phone call to customer from Google Calendar event, delay until event starts, retrieve customer details, and set up call
- Create a note in Vitally for each completed call in Close
Create a note in Vitally for each completed call in Close
- Create task in Asana for missed calls from RingCentral
Create task in Asana for missed calls from RingCentral