- Call Automation
- Call Management
- CRM Call Task Automation
Create tasks or followup actions in a crm after phone calls
Automatically capture phone call details and generate follow-up tasks in your CRM to ensure every lead and customer inquiry is tracked without manual data entry. This automation streamlines post-call workflows by logging call insights, creating new contacts, and scheduling next steps instantly. By eliminating manual effort, teams can respond faster, improve lead conversion rates, and maintain organized, up-to-date records.
Filter by common apps:
M1
HubSpot
CallRail
Formatter by Zapier
Salesforce
Filter by Zapier
Quo
Close
Todoist
Brightcall.ai
ClickUp
Odoo CRM
RingCentral
Slack
Notion
- Create engagement in HubSpot after call transcription is finalized in M1
- Create lead in Salesforce from new CallRail phone call, and format call data
Create lead in Salesforce from new CallRail phone call, and format call data
- Create task in Salesforce for converted lead after CallRail phone call
Create task in Salesforce for converted lead after CallRail phone call
- Create note in Close after incoming call in OpenPhone with call details and transcription
Create note in Close after incoming call in OpenPhone with call details and transcription
- Create task in Todoist from OpenPhone call details
Create task in Todoist from OpenPhone call details
- Create new HubSpot contact from Brightcall.ai call details
Create new HubSpot contact from Brightcall.ai call details
- Create support task in ClickUp from OpenPhone call recording details
Create support task in ClickUp from OpenPhone call recording details
- Create lead in Odoo CRM from completed OpenPhone call with details and voicemail
Create lead in Odoo CRM from completed OpenPhone call with details and voicemail
- Log missed calls, notify callers via SMS, alert team on Slack, and create tasks in Notion
Log missed calls, notify callers via SMS, alert team on Slack, and create tasks in Notion