1.Monitors phone call completed
Integrate CallRail and call analytics tools to catch the finished call event and expose caller metadata and timestamps.
Create new lead from completed call and notify owner
Automatically capture completed inbound call events across CallRail and Zapier systems. Create lead records and notify your team when qualifying calls finishβso you can respond fast, log activity, and avoid missed follow-up without manual lead tracking.
How this automation accelerates lead follow-up
When phone call completed events land without routing, missed follow-up and messy lead tracking slow responses. This automation catches completed call details, filters qualifying callers, creates a tracking row and sends email alerts, and creates lead records in your CRM so your team can act immediately.
CallRailor swap with your favorite app
2.Filters qualifying call records
Integrate Filter by Zapier and routing rules to continue only for qualifying records based on first-time or caller criteria.
Filter by Zapieror swap with your favorite app
3.Creates spreadsheet row
Integrate Google Sheets and spreadsheet mapping tools to create a tracking row with caller name, phone, call time, and source.
Google Sheetsor swap with your favorite app
4.Sends email to stakeholders
Integrate Mailgun and email lists to send an alert email using the created timestamp and caller summary.
Mailgunor swap with your favorite app
5.Creates lead item
Integrate Podio and CRM workspace tools to create a lead item with contact details, source, and call notes.
Podioor swap with your favorite app
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Explore all lead generation automations
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
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
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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