1.Captures new call started
Integrate CallRail and call tracking tools to capture caller name, phone, duration, and recording URL as call metadata.
Create CRM lead and deal from inbound calls
Automatically capture new call started details across CallRail and Pipedrive. Create and update when calls exceed your configured duration, voicemail is detected, or call metadata qualifiesβso you can create contacts, launch intake deals, and attach recordings without manual call logging.
How this automation creates lead intake deals your team can act on
When a new call starts, follow-up context can get lost and leads can stall. This automation filters qualifying calls, creates CRM people, and creates intake deals with call recording notesβso your team can respond fast.
CallRailor swap with your favorite app
2.Filters qualifying calls
Integrate Filter by Zapier and call routing filters to continue only for calls that match your tracking and quality criteria.
Filter by Zapieror swap with your favorite app
3.Creates Person contact
Integrate Pipedrive and CRM contact tools to create a person, map phone, and add call notes with the recording link.
Pipedriveor swap with your favorite app
4.Creates intake Deal
Integrate Pipedrive and CRM pipeline tools to create an intake deal, set stage, and add a note linking the call recording.
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Step 1
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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