1.Detects new call disposition events
Integrate Dialer and call tracking tools to start the workflow when new call disposition events occur.
Create call log and update lead status in CRM
Automatically monitor new call/disposition events across Dialer and CRM tools. Convert recordings and create call logs then update lead status so you can protect follow-up and skip manual logging without manual paperwork.
How this automation updates your lead status fast
When new calls happen, missing logs and mismatched dispositions can stall follow-up and obscure call context. This automation finds the right lead, maps dialer dispositions to lead status, converts recordings when available, and updates your CRM with call detailsβso your team can respond with confidence.
Adversus Dialeror swap with your favorite app
2.Finds matching lead by contact
Integrate Close and CRM lookup tools to search for an existing lead by email and phone to get the lead ID.
Closeor swap with your favorite app
3.Resolves status from disposition mapping
Integrate Zapier Tables and data mapping tools to map the dialer disposition label to the CRM status value.
Zapier Tablesor swap with your favorite app
4.Converts recording URL to MP3
Integrate CloudConvert and file conversion tools to convert the recording URL to an MP3 and capture the new file URL.
CloudConvertor swap with your favorite app
5.Creates a call record in CRM
Integrate Close and call logging tools to create the call with duration, notes, direction, and the recording URL if available.
6.Updates the lead status
Integrate Close and CRM record tools to update the lead with the disposition-mapped lead status and written status.
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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