1.Captures new call tagged event
Integrate CallRail and call tagging rules to catch new call tagged events and start lead capture.
Add tagged call leads to central sheet
Automatically capture new call tagged events across CallRail and Google Sheets. Create and update lead rows when tagged calls qualifyβso you can standardize phone data, store recording links, and track campaign-ready leads without manual data entry.
How this automation accelerates lead capture
When new call tagged events fire, follow-up can stall because lead details are inconsistent and scattered. This automation formats call dates and phone numbers, filters by your tags, and adds matching lead rows to Google Sheetsβso your team can respond faster to qualified calls.
CallRailor swap with your favorite app
2.Formats call start date
Integrate Formatter by Zapier and timestamp tools to format call start time for consistent worksheet dates.
Formatter by Zapieror swap with your favorite app
3.Normalizes customer phone
Integrate Formatter by Zapier and data parsing tools to normalize customer phone numbers for reliable matching.
4.Filters qualifying tagged calls
Integrate Filter by Zapier and tag filters to continue only for calls that match your configured tag set.
Filter by Zapieror swap with your favorite app
5.Adds lead row to sheet
Integrate Google Sheets and worksheet tracking to add a new row with date, phone, tags, and recording link.
Google Sheetsor swap with your favorite app
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Step 1
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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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