1.Catch incoming call payload
Integrate Webhooks by Zapier and call event webhooks to extract caller phone and call identifier for routing.
Add inbound callers to priority callback queue for reps
Automatically capture incoming call events across Webhooks by Zapier and Kixie and update call records in Zoho CRM. Queue priority callback targets when incoming call payload arrives, caller phone is extracted, or call identifiers are capturedβso you can route calls to the dial list, overwrite duplicates, and save CRM call context without manual routing work.
How this automation prioritizes callback routing and preserves CRM context
When incoming call events arrive, missed or mismatched records can slow callbacks and leave reps without context. This automation captures call payloads, adds callers to a priority dial list, and updates Zoho CRM call recordsβso your team can return calls faster and with confidence.
Webhooks by Zapieror swap with your favorite app
2.Add caller to priority dial list
Integrate Kixie and dialing tools to map source phone to a target and add the number to the priority dial list.
Kixieor swap with your favorite app
3.Update CRM call record status
Integrate Zoho CRM and CRM call tracking to update the matching CRM Calls record with routed call subject and status.
Zoho CRMor swap with your favorite app
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Accelerate call handling with automated queue assignment, missed call alerts, and agent handoffs
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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