1.Pull call metadata
Integrate Dialpad and analytics tools to capture call ended metadata and recording URL to document call context.
Add call recording notes to CRM contacts and leads
Automatically capture call ended metadata across Dialpad and Zoho CRM. Automatically create CRM notes when call ended, recording link created, or hangup metadata capturedβso you can log context, format timestamps, and keep compliance ready without manual note-taking.
How this automation logs call context in your CRM
When call ended events produce scattered recording details, reps may miss context and compliance suffers. This automation pulls call metadata, filters qualifying calls, formats timestamps, and creates notes in Zoho CRMβso your team can respond with accurate call history.
Dialpador swap with your favorite app
2.Filter qualifying calls
Integrate Filter by Zapier and routing rules to continue only for customer-facing calls and exclude internal-only duplicates to prevent noise.
Filter by Zapieror swap with your favorite app
3.Format timestamp and direction
Integrate Formatter by Zapier and timezone utilities to format the raw timestamp and titlecase call direction to standardize call context.
Formatter by Zapieror swap with your favorite app
4.Create contact note
Integrate Zoho CRM and phone number normalization to find a Contact by phone and create a Note with timestamp, direction, and recording link to capture activity.
Zoho CRMor swap with your favorite app
5.Create lead note
Integrate Zoho CRM and phone number normalization to find a Lead by phone and create a Note when no Contact is found to keep records complete.
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