1.Catch inbound IVR payload
Integrate Webhooks by Zapier and telephony intake tools to capture caller metadata and map IVR payload fields to contact data.
Create new sales lead from inbound IVR calls
Automatically catch inbound IVR payloads and capture caller metadata across Webhooks by Zapier and Pipedrive. Create and update when qualifying IVR responses are selected or lead options chosen or call payloads receivedβso you can create person records, create deals, and create call activities without manual lead entry.
How this automation turns IVR calls into sales leads
When qualifying IVR selections come in, untracked calls delay follow-up and lose high-intent leads. This automation catches IVR payloads, filters qualifying responses, creates CRM people and deals, and logs call activitiesβso your team can respond fast.
Webhooks by Zapieror swap with your favorite app
2.Qualifies IVR responses
Integrate Filter by Zapier to continue only for qualifying IVR responses and skip non-qualifying calls.
Filter by Zapieror swap with your favorite app
3.Create person for inbound lead
Integrate Pipedrive and CRM workflows to create a person record by mapping source fields and matching by phone.
Pipedriveor swap with your favorite app
4.Create deal for the call
Integrate Pipedrive and pipeline tools to create a deal, set the pipeline stage, and link it to the person.
5.Log call activity follow-up
Integrate Pipedrive and task tracking to create a call activity linked to the person and deal and assign the follow-up.
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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.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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