1.Detect new call recordings
Integrate Twilio to trigger on new recording events for lead capture and routing.
Create lead items from incoming call recordings to board
Automatically monitor new call recordings in Twilio across Twilio, Zapier, monday.com, and Webhooks by Zapier. Create and update leads when destination numbers match, location labels resolve, or call duration qualifiesβso you can create lead items, post lead payloads, and send thank-you SMS without manual lead entry.
How this automation creates tracked lead items
When a new Twilio recording arrives, manual review can delay lead capture and routing. This automation filters by destination numbers, creates lead items in monday.com, and posts lead payloadsβso your team can respond quickly to inbound interest.
Twilioor swap with your favorite app
2.Continue only for matching destinations
Integrate Filter by Zapier and mapping tools to continue only qualifying destination numbers for lead tracking.
Filter by Zapieror swap with your favorite app
3.Format destination numbers into labels
Integrate Formatter by Zapier and mapping rules to convert destination numbers into location labels for downstream steps.
Formatter by Zapieror swap with your favorite app
4.Create lead tracking board item
Integrate monday.com and CRM board tools to create lead items and attach recording links with call details.
monday.comor swap with your favorite app
5.Post lead payload to endpoint
Integrate Webhooks by Zapier and form tools to post lead payloads to your external lead endpoint.
Webhooks by Zapieror swap with your favorite app
6.Send thank-you SMS to callers
Integrate Twilio and messaging tools to send an optional thank-you SMS after qualifying call duration.
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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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