1.Captures call finished event
Integrate Leverly and call tracking tools to capture call metadata and call outcome for routing decisions.
Add finished call leads to rep assignment list
Automatically monitor finished call events across Leverly and Zapier and log outcomes in Google Sheets. Create rep assignments and notify the right rep when unconnected calls hit your reattempt threshold so you can avoid manual routing, chasing details, and missing outreach.
How this automation accelerates rep outreach for finished calls
When call outcomes stay unlogged and leads remain unassigned, outreach timing slips. This automation captures call finished events and routes rep assignment details and email notifications, so your team can respond while intent is fresh.
Leverlyor swap with your favorite app
2.Filters unconnected reattempt calls
Integrate Filter by Zapier and call qualification tools to continue only for unconnected calls at your reattempt threshold.
Filter by Zapieror swap with your favorite app
3.Generates rep lookup key
Integrate Formatter by Zapier and data formatting tools to generate a rep lookup key from call metadata.
Formatter by Zapieror swap with your favorite app
4.Looks up rep directory row
Integrate Google Sheets and directory lookup tools to find the assigned rep and map rep email and identifier.
Google Sheetsor swap with your favorite app
5.Adds row to call log
Integrate Google Sheets and spreadsheet logging tools to add call metadata to your central call log worksheet.
6.Emails the assigned rep
Integrate Email by Zapier and templated messaging tools to send the outbound email to the assigned rep.
Email by Zapieror swap with your favorite app
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Explore all lead routing automations
Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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.
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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
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