1.Receives incoming call payload
Integrate Webhooks by Zapier and webhook payload mapping tools to capture call IDs and source fields to trigger recording processing.
Attach call recordings to CRM deals and contacts
Automatically catch incoming call event webhooks across Webhooks by Zapier, Delay by Zapier, Formatter by Zapier, Zapier Tables, Pipedrive, and Code by Zapier. Create and update deal records with the MP3 recording by waiting for files, normalizing phone numbers, and attaching to the right dealβso you can avoid manual call logging.
How this automation attaches call recordings to CRM deals
When incoming call webhooks arrive, delays can break your call-to-deal trail and hide key context. This automation catches call events, waits for files, formats and matches phones, creates contacts and deals, and uploads recordingsβso your team can review conversations instantly.
Webhooks by Zapieror swap with your favorite app
2.Waits for recording to process
Integrate Delay by Zapier and timing controls to pause 2 minutes and allow the recording service to finish before upload.
Delay by Zapieror swap with your favorite app
3.Normalizes call phone numbers
Integrate Formatter by Zapier and phone normalization tools to format source and destination numbers to E.164 for lookups.
Formatter by Zapieror swap with your favorite app
4.Finds matching records by phone
Integrate Zapier Tables and table search tools to find the formatted phone and map lookup metadata for ownership and notes.
Zapier Tablesor swap with your favorite app
5.Finds or creates person and deal
Integrate Pipedrive and CRM pipeline tools to find or create the person, then create and associate a deal with context.
Pipedriveor swap with your favorite app
6.Fetches and uploads MP3 to deal
Integrate Code by Zapier and file handling tools to fetch the MP3 using the file ID or URL and upload it to the deal.
Code by Zapieror swap with your favorite app
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