1.Monitors new call received
Integrate Twilio, phone call capture tools, and contact data tools to detect the moment to log a new call.
Log inbound call, lookup account, and email owner
Automatically capture new call details across Twilio, Formatter by Zapier, Zapier Tables, Google Sheets, and Gmail. Email the account owner with call context, log the interaction to a worksheet, and enrich account fields without manual call notes.
How this automation logs inbound calls to keep follow-up organized
When new calls arrive, notes can get missed and account context stays scattered. This automation captures call details and formats timestamps, then it looks up accounts, adds Google Sheets rows, and sends Gmail alertsβso your team can respond faster.
Twilioor swap with your favorite app
2.Captures call details
Integrate Twilio and call capture tools to capture timestamp, caller number, caller name, location, and duration to pass call fields onward.
3.Formats call timestamp
Integrate Formatter by Zapier and timezone formatting tools to map the source timestamp to a formatted timestamp to standardize call time.
Formatter by Zapieror swap with your favorite app
4.Finds matching account
Integrate Zapier Tables and database lookup tools to match caller number to a table record to continue for qualifying records.
Zapier Tablesor swap with your favorite app
5.Adds call log row
Integrate Google Sheets and spreadsheet tools to add a new top-row entry with call and account columns to log the interaction.
Google Sheetsor swap with your favorite app
6.Emails account contact
Integrate Gmail and email templates to send an owner email with account name, call timestamp, duration, and caller context to notify the right contact.
Gmailor swap with your favorite app
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Explore all post-call processing automations
Speed up post-call work with automated call summaries, CRM updates, and follow-up tasks
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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