- Service Automation
- On-Call Management
- Phone Call CRM Sync
Create or update contacts in crm after phone calls to ensure accurate records
This automation category ensures that every phone call is seamlessly tracked and logged in your CRM by automatically creating or updating contact records. It eliminates manual data entry, keeping your database current and accurate while reducing administrative overhead. By integrating call data with your CRM, you gain immediate visibility into caller history and streamline follow-up activities.
Filter by common apps:
Webhooks by Zapier
Pipedrive
Google Sheets
Formatter by Zapier
Telnyx
CallRail
Capsule CRM
Smith.ai
Filter by Zapier
LMN
Dialpad
Follow Up Boss
RingCentral
LeadConnector
CallPage
Livespace
ClickUp
BenchmarkONE
iClosed
ActiveCampaign
- Create activity in Pipedrive for new call recording, find person, and find associated deals
- Initiate phone call to new or updated contact from Google Sheets, and make TeXML call
Initiate phone call to new or updated contact from Google Sheets, and make TeXML call
- Create or update contact in Capsule CRM from completed CallRail phone call
Create or update contact in Capsule CRM from completed CallRail phone call
- Manage new client calls in Smith.ai, find or create contact in LMN, and add notes in LMN
Manage new client calls in Smith.ai, find or create contact in LMN, and add notes in LMN
- Create or update contact in Follow Up Boss from Dialpad call state change
Create or update contact in Follow Up Boss from Dialpad call state change
- Update contact and opportunity records, and add follow-up tasks from RingCentral calls
Update contact and opportunity records, and add follow-up tasks from RingCentral calls
- Create or update contact in Livespace from new call event in CallPage
Create or update contact in Livespace from new call event in CallPage
- Create or update contact in BenchmarkONE from ClickUp task changes
Create or update contact in BenchmarkONE from ClickUp task changes
- Update or create contact in ActiveCampaign when a new call is scheduled in iClosed
Update or create contact in ActiveCampaign when a new call is scheduled in iClosed