1.Monitors phone call completed
Integrate CallRail, call intelligence tools, and recording workflows to detect completed PPC calls and start lead capture.
Add qualified PPC phone leads to master tracker
Automatically monitor phone call completed events across CallRail and Google Sheets. Create and update qualified PPC leads and alerts when mapping is missingβso you can log, qualify, and notify without manual lead tracking.
How this automation qualifies and logs PPC phone leads
When phone call completed signals land in your workflow, unqualified or unmapped calls can waste admin time and delay new lead tracking. This automation looks up duplicates, filters for qualifying PPC calls, transcribes and classifies, and creates tracker rows while notifying adminsβso your team can act on qualified intent.
CallRailor swap with your favorite app
2.Looks up master tracker by phone
Integrate Google Sheets and spreadsheet workflows to lookup a matching phone in your master PPC lead tracker.
Google Sheetsor swap with your favorite app
3.Continues only for qualifying calls
Integrate Filter by Zapier and lead qualification rules to continue only when duration and PPC source checks pass.
Filter by Zapieror swap with your favorite app
4.Normalizes dates and extracts keywords
Integrate Formatter by Zapier and data formatting tools to normalize call timestamps and extract keyword tokens.
Formatter by Zapieror swap with your favorite app
5.Transcribes and classifies the call
Integrate ChatGPT (OpenAI) and transcription workflows to transcribe recordings and return a qualification classification.
ChatGPT (OpenAI)or swap with your favorite app
6.Adds lead rows to trackers
Integrate Google Sheets and spreadsheet workflows to add the lead details to your master tracker and franchise sheet.
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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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