1.Monitors call completed events
Integrate CallRail, call reporting tools, and lead intake systems to detect call completed events and start qualification for new leads.
Create new lead in case system from calls
Automatically monitor call completions across CallRail and qualifying filters. Create and update when answered calls end, calls are long enough, or caller details meet thresholdsβso you can create leads in MyCase, attach call notes, and standardize phone fields without manual data entry.
How this automation creates tracked leads from calls
When call completions are not turned into lead records, intake suffers from slow follow-up and scattered context. This automation filters qualifying calls, formats caller details, and creates lead records in MyCaseβso your team can respond with accurate caller information.
CallRailor swap with your favorite app
2.Continues only for qualifying calls
Integrate Filter by Zapier and call qualification logic to continue only answered calls or duration threshold calls for lead creation.
Filter by Zapieror swap with your favorite app
3.Normalizes caller phone and fields
Integrate Formatter by Zapier and phone formatting tools to format caller phone and map caller name fields for lead matching.
Formatter by Zapieror swap with your favorite app
4.Creates lead record in MyCase
Integrate MyCase and case management tools to create lead records, map call source details, and add call notes with recording links.
MyCaseor swap with your favorite app
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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