1.Catch Hook call payload
Integrate Webhooks by Zapier and inbound call webhook data to receive the call payload and filter for qualifying calls.
When qualifying call webhooks arrive but follow-up stays manual, leads can be missed during the highest-intent window. This automation retrieves call transcripts, parses contact details, sends SMS, creates lead records, and notifies your teamβso your process stays fast and accurate.
Integrate Webhooks by Zapier and inbound call webhook data to receive the call payload and filter for qualifying calls.
Integrate Retell AI and transcription tools to retrieve the analyzed transcript using the mapped call ID.
Integrate AI by Zapier and text parsing tools to extract contact fields from the freeform transcript.
Integrate Twilio and messaging tools to send an SMS when a valid phone number is extracted.
Integrate Zapier Tables and database tools to create a lead record with the parsed contact fields.
Integrate Email by Zapier and notification templates to email extracted fields and a link to the saved record.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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