1.Detect incoming call event
Integrate Dialpad and call intelligence tools to extract caller details and transcriptions and pass them into the workflow.
Create commercial call leads and notify sales team
Automatically monitor incoming commercial call ringing across Dialpad and your lead stack. Create and update lead records when calls ring or transcripts appear or calls connectβso you can create CRM leads, log worksheet rows, and email owners without manual follow-up.
How this automation converts calls into sales-ready leads
When commercial calls arrive but lead details stay unstructured, outreach delays can cost pipeline. This automation captures call signals and creates table and CRM lead records, then notifies owners with an emailβso your team can follow up faster.
Dialpador swap with your favorite app
2.Find or create lead record
Integrate Zapier Tables and database tools to find by phone or create a lead record, mapping fields and segment tags.
Zapier Tablesor swap with your favorite app
3.Add lead row to worksheet
Integrate Google Sheets and reporting systems to append a row with date, caller name, phone, and segment for each lead.
Google Sheetsor swap with your favorite app
4.Create Salesforce lead
Integrate Salesforce and CRM tools to create a lead record with status set to New and call notes from the summary.
Salesforceor swap with your favorite app
5.Email owners lead notification
Integrate Gmail and email automation tools to send configured owners an alert with lead details and a link to the new row.
Gmailor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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