1.Catch Hook and extract call payload
Integrate Webhooks by Zapier and call parsing tools to receive payload data and extract call metadata, contact fields, and transcript for intake.
When inbound calls need manual review, leads slip through and follow-up gets delayed. This automation captures call payloads, normalizes key fields, and creates spreadsheet and database intake recordsβso your team can act on every call quickly.
Integrate Webhooks by Zapier and call parsing tools to receive payload data and extract call metadata, contact fields, and transcript for intake.
Integrate Formatter by Zapier and data normalization tools to format phone values to E.164 and standardize call timestamps for matching.
Integrate Google Sheets and spreadsheet mapping tools to append a row with timestamp, phone, name, transcript notes, and call summary.
Integrate Zapier Tables and record matching rules to create a matching table entry and store name, summary, and transcript fields.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
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Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.