1.Monitor call completed
Integrate CallRail and call metadata tools to capture caller fields and raw contact attributes for lead intake.
Create CRM leads from qualified inbound calls
Automatically monitor inbound calls and capture call completed details across CallRail and Zapier. Create and update qualified lead records when answered calls, calls longer than 60 seconds, or call completions fireβso you can qualify leads, standardize fields, and post lead payloads without manual follow-up.
How this automation creates qualified lead records
When inbound call data stays unqualified or unformatted, response delays can cost opportunities. This automation filters qualified calls, normalizes key fields, and posts a complete lead payloadβso your team can follow up fast.
CallRailor swap with your favorite app
2.Filters qualified calls
Integrate Filter by Zapier to qualify answered calls and calls longer than the configured duration for lead routing.
Filter by Zapieror swap with your favorite app
3.Normalizes lead fields
Integrate Formatter by Zapier and data formatting tools to convert phone to E.164 and standardize contact text fields.
Formatter by Zapieror swap with your favorite app
4.Posts lead payload to endpoint
Integrate Webhooks by Zapier and CRM endpoints to post lead JSON with campaign attribution, summary, and call source tags.
Webhooks by Zapieror swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
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.
See how teams are automating with Zapier (and loving it!)
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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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Allen Lai, Head of Customer Experience
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