1.Catches incoming call hook
Integrate Webhooks by Zapier and event payload tools to capture incoming call data and trigger lead validation.
Add call leads to lead database and team
Automatically catch incoming call webhook data across Webhooks by Zapier, Formatter by Zapier, and Airtable. Create and update when transcripts arrive, phone numbers format cleanly, or matches are foundβso you can update leads, summarize intent, and notify reps without manual lead entry.
How this automation validates call leads fast
When call webhook data lands without clean phone formatting, reps waste time finding the right contact. This automation formats phones, summarizes transcripts, and updates or creates Airtable leads and notifies outreachβso your team can follow up quickly.
Webhooks by Zapieror swap with your favorite app
2.Formats the caller phone
Integrate Formatter by Zapier and phone validation tools to normalize phone numbers to a consistent format.
Formatter by Zapieror swap with your favorite app
3.Summarizes the call transcript
Integrate AI by Zapier and transcript analysis tools to create a one-line call summary from transcript text.
AI by Zapieror swap with your favorite app
4.Finds an existing lead by phone
Integrate Airtable and database lookups to search your leads table and match records by formatted phone.
Airtableor swap with your favorite app
5.Creates a new lead record
Integrate Airtable and contact record tools to create a new lead when no match is found.
6.Sends context to the outreach team
Integrate WhatsApp by 360dialog and messaging templates to notify your outreach group with key lead context.
360dialogor swap with your favorite app
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Step 1
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