1.Catches incoming call transcript payload
Integrate Webhooks by Zapier and call transcript processing tools to catch the incoming payload and trigger downstream parsing.
Create lead record and alert rep by SMS
Automatically catch incoming call transcript payloads across Webhooks by Zapier, ChatGPT (OpenAI), Filter by Zapier, Google Sheets, and ClickSend SMS. Get instant alerts when call transcripts arrive, callback disposition is detected, or income status is yes or undeterminedβso you can assign reps, send SMS alerts, and create lead rows without manual data entry.
How this automation accelerates rep follow-up
When incoming call transcripts are received, qualified callbacks can slip and reps miss time-sensitive SMS alerts. This automation extracts lead details and filters for callback readiness, then assigns reps, sends SMS, and creates lead rowsβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Extracts structured lead data
Integrate ChatGPT (OpenAI) and AI extraction tools to parse the transcript and map Name, Disposition, Income status, and Pain Points.
ChatGPT (OpenAI)or swap with your favorite app
3.Filters for qualifying records
Integrate Filter by Zapier and conditional logic tools to continue only when callback disposition is wanted and income is yes or undetermined.
Filter by Zapieror swap with your favorite app
4.Looks up or assigns rep
Integrate Google Sheets and roster lookup tools to find or add the assigned rep and return rep phone and email.
Google Sheetsor swap with your favorite app
5.Sends SMS to the rep
Integrate ClickSend SMS and messaging tools to send an SMS with extracted name, pain points, and a call recording link.
ClickSend SMSor swap with your favorite app
6.Adds a lead row for follow-up
Integrate Google Sheets and lead tracking tools to add a lead row with disposition, income status, pain points, assigned rep, and the recording link.
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