- 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:
iClosed
LeadConnector
Gmail
Code by Zapier
ServiceM8
Webhooks by Zapier
Jira Software Cloud
Close
Kixie
GoTo Connect
HubSpot
Mojo
Filter by Zapier
REsimpli 3.0
CallTrackingMetrics
CallRail
JobNimbus
Formatter by Zapier
Salesforce
- Capture lead details, add or update opportunity, and add lead to workflow in LeadConnector from iClosed
- Create a job in ServiceM8 from missed call emails in Gmail, and extract caller details with code
Create a job in ServiceM8 from missed call emails in Gmail, and extract caller details with code
- Create new Jira issue for sales call follow-up, find user, and capture call details
Create new Jira issue for sales call follow-up, find user, and capture call details
- Add phone numbers from new Close notes to Kixie Powerlist, and update existing opportunities
Add phone numbers from new Close notes to Kixie Powerlist, and update existing opportunities
- Create a new HubSpot contact from GoTo Connect incoming call details
Create a new HubSpot contact from GoTo Connect incoming call details
- Create new lead in REsimpli when Mojo contact call result updates to voicemail
Create new lead in REsimpli when Mojo contact call result updates to voicemail
- Capture caller information and create contact in HubSpot from CallTrackingMetrics
Capture caller information and create contact in HubSpot from CallTrackingMetrics
- Create new customer contact in JobNimbus after phone call in CallRail
Create new customer contact in JobNimbus after phone call in CallRail
- 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