1.Catch AI call payload and extract fields
Integrate Webhooks by Zapier and call analysis tools to receive the AI call payload and map metadata into lead properties.
Create lead record from AI call and notify team
Automatically catch AI agent payloads across Webhooks by Zapier, AI by Zapier, Zapier Tables, and SendGrid. Create and update when ai call payload arrives, transcript summary extracts, or call metadata mapsβso you can create lead records, normalize summaries, and notify account managers without manual lead entry.
How this automation accelerates lead capture
When AI call payloads arrive, delays can stall follow-up and lead quality. This automation catches AI call payloads, normalizes the transcript summary, creates lead records, and emails your teamβso your pipeline stays responsive.
Webhooks by Zapieror swap with your favorite app
2.Normalize transcript summary output
Integrate AI by Zapier and translation tools to get completion and normalize the transcript summary for human reading.
AI by Zapieror swap with your favorite app
3.Create new lead record in table
Integrate Zapier Tables and record management tools to create a lead record and set status to new.
Zapier Tablesor swap with your favorite app
4.Send templated notification email
Integrate SendGrid and email templating to send a notification to your team with contact details and the record link.
SendGridor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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