1.Monitors new completed calls
Integrate Toky and call payloads to detect completed calls with a contact name, so you can start the logging flow.
Add completed call notes to deal records for support
Automatically capture completed call payloads with a contact name across Toky and ActiveCampaign. Add completed call notes to the matched deal record and update call context instantlyβso you can find deals, attach notes, and avoid manual call logging.
How this automation updates deal context for support
When a call completes but deal records are missing context, follow-up slows and customers wait. This automation filters qualifying calls and finds the matching deal, then adds structured call notes and recording linksβso your team can act with full call context.
Tokyor swap with your favorite app
2.Filters completed calls
Integrate Filter by Zapier and routing rules to continue only for completed calls with a contact name, so non qualifying calls stop.
Filter by Zapieror swap with your favorite app
3.Finds the matching deal
Integrate ActiveCampaign and CRM lookup tools to find the exact deal for the contact name, so notes attach to the right record.
ActiveCampaignor swap with your favorite app
4.Adds note to deal
Integrate ActiveCampaign and CRM note templates to append call date, agent, duration, direction, and recording URL to the deal.
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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