- Call Automation
- AI Call Tracking
- AI-driven call lead capture
Using AI: capture and manage new leads from phone calls for opportunity tracking
This automation category leverages AI and integrations to automatically capture, enrich, and manage new leads generated from phone calls. It consolidates call details, updates lead statuses, and enriches records in CRMs or databases without manual intervention. By routing summaries and notifications to collaboration tools, teams stay informed and can act swiftly on high-value opportunities.
Filter by common apps:
Google Sheets
Filter by Zapier
Formatter by Zapier
Retell AI
kvCORE
Bland AI
Synthflow AI
ChatGPT (OpenAI)
Slack
Quo
AI by Zapier
Airtable
HubSpot
iClosed
SetSmart
Gmail
Delay by Zapier
- Initiate phone call to lead from Google Sheets when entry is added or updated, and meets criteria
- Trigger campaign action in kvCORE, send phone call in Bland AI, get transcript, and update contact in kvCORE
Trigger campaign action in kvCORE, send phone call in Bland AI, get transcript, and update contact in kvCORE
- Summarize call details and share with marketing team on Slack
Summarize call details and share with marketing team on Slack
- Analyze voicemail transcriptions, find lead records, and update Airtable with new information
Analyze voicemail transcriptions, find lead records, and update Airtable with new information
- Log phone call details in HubSpot, find contact, and create engagement record
Log phone call details in HubSpot, find contact, and create engagement record
- Update lead status to booked in SetSmart when a new call is scheduled in iClosed
Update lead status to booked in SetSmart when a new call is scheduled in iClosed
- Initiate voice call and send email when new entry is added in Google Sheets
Initiate voice call and send email when new entry is added in Google Sheets
- Share call transcripts and lead info in Slack after phone call completion
Share call transcripts and lead info in Slack after phone call completion
- Initiate voice call with Synthflow AI for new Google Sheets lead, and delay for timely communication
Initiate voice call with Synthflow AI for new Google Sheets lead, and delay for timely communication
