1.Monitor phone call started
Integrate CallRail and call tracking tools to capture phone call started events and route call metadata into your workflow.
Create seller lead from inbound website phone calls
Automatically monitor phone call started events across CallRail. Create seller leads and add call notes when phone call starts, tracking number matches, or first-time caller status is detectedβso you can create leads, qualify calls, and normalize phone data without manual call triage.
How this automation creates seller leads from inbound calls
When inbound calls are not captured with consistent caller context, leads get delayed and agents follow up without key details. This automation normalizes phone numbers, qualifies calls, and creates seller lead records in Lofty with call metadataβso your team can respond faster with accurate context.
CallRailor swap with your favorite app
2.Normalizes the phone number
Integrate Formatter by Zapier and data formatting tools to normalize the incoming phone number for reliable lead matching.
Formatter by Zapieror swap with your favorite app
3.Qualifies eligible first-time calls
Integrate Filter by Zapier and call qualification rules to continue only for calls matching your tracking number and criteria.
Filter by Zapieror swap with your favorite app
4.Creates seller lead
Integrate Lofty and CRM lead fields to create a new seller lead with notes, call metadata, and the recording link.
Loftyor swap with your favorite app
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Step 1
Connect your tools
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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
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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