1.Detects new call records
Integrate WildJar and call tracking tools to receive call records and tracking metadata to route lead creation inputs.
Create CRM lead from paid call tracking events
Automatically detect new call records and tracking metadata across WildJar, Zapier and Salesforce. Create and update when qualifying calls arrive, so you can create campaign-tagged leads, add leads to the right campaign, and capture attribution fields without manual lead entry.
How this automation creates CRM leads from paid call events
When new call records arrive with tracking metadata, non-qualified calls can waste team time and misattribute demand. This automation filters qualifying calls, formats attribution fields, and creates and updates Salesforce lead and campaign recordsβso your team can follow up faster with accurate campaign attribution.
WildJaror swap with your favorite app
2.Filters qualifying calls
Integrate Filter by Zapier and workflow rules to continue only for qualifying call outcomes to prevent unwanted lead creation.
Filter by Zapieror swap with your favorite app
3.Normalizes phone and parses attribution
Integrate Formatter by Zapier and data formatting tools to format phone to E.164 and extract tracking into lead fields.
Formatter by Zapieror swap with your favorite app
4.Creates CRM lead
Integrate Salesforce and CRM record tools to create a lead with mapped phone, identity, and attribution from the call.
Salesforceor swap with your favorite app
5.Adds lead to campaign
Integrate Salesforce and campaign tools to add the created lead to a campaign and set responded status for attribution.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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