1.Captures completed call metadata
Integrate CallRail, call tracking, and recording links to capture call metadata and pass caller number into the workflow.
Add incoming calls to lead log and notify owner
Automatically monitor completed call events across CallRail and Call routing tools. Create a lead log and notify the right business owner by SMS when calls complete, so you can capture call details, enrich contact data, and track leads without manual logging.
How this automation logs calls and routes alerts
When completed calls are not captured and logged consistently, owners miss time-sensitive follow-up. This automation captures call details, looks up the right business, notifies owners by SMS, and logs calls while sending server-side lead eventsβso your team can respond faster.
CallRailor swap with your favorite app
2.Finds or creates matching business
Integrate Zapier Tables, business records, and source mapping to find the business entry and create a placeholder on miss.
Zapier Tablesor swap with your favorite app
3.Formats phone numbers to E.164
Integrate Formatter by Zapier and phone formatting tools to format caller and owner phone numbers to E.164.
Formatter by Zapieror swap with your favorite app
4.Sends owner SMS notification
Integrate Twilio and SMS delivery tools to send an SMS to the formatted owner number with caller details and recording link.
Twilioor swap with your favorite app
5.Adds call log row to sheet
Integrate Google Sheets and spreadsheet logging to add a new top row with call date, duration, and recording URL.
Google Sheetsor swap with your favorite app
6.Sends server-side lead event
Integrate Facebook Conversions and conversion tracking tools to send a lead event payload mapped to caller phone and source.
Facebook Conversionsor swap with your favorite app
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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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