- Call Automation
- AI Call Management
- AI-driven call tasks
Using AI: create tasks or followup actions in a crm after phone calls
Automatically convert phone call transcripts into CRM tasks or follow-up actions using AI-driven analysis. This automation ensures no conversation detail is overlooked and every missed or completed call generates actionable items. By leveraging AI to summarize key points and assign tasks, teams stay organized and responsive to customer needs.
Filter by common apps:
Atlas AI Revenue Engine
AI by Zapier
Gmail
Synthflow AI
Zoho CRM
DialZara
Google AI Studio (Gemini)
Filter by Zapier
Todoist
Sub-Zap by Zapier
Salesforce
- Notify team with call details and next steps via Gmail from Atlas AI and AI by Zapier
- Receive call insights and transcripts in Zoho CRM from Synthflow AI
Receive call insights and transcripts in Zoho CRM from Synthflow AI
- Analyze call transcripts, filter requests, and send follow-up messages with DialZara, Google AI Studio, and OpenPhone
Analyze call transcripts, filter requests, and send follow-up messages with DialZara, Google AI Studio, and OpenPhone
- Process missed call emails, extract details, and create tasks in Todoist
Process missed call emails, extract details, and create tasks in Todoist
- Process incoming call data from OpenPhone, analyze with AI, and create task in Salesforce
Process incoming call data from OpenPhone, analyze with AI, and create task in Salesforce
- Extract key info from phone call, create lead in Salesforce, and notify team via email
Extract key info from phone call, create lead in Salesforce, and notify team via email
