1.Monitors completed outbound calls
Integrate Close to detect completed outbound calls and to capture call owner, duration, date, voicemail, and recording metadata.
Create call log rows for completed outbound calls
Automatically monitor completed outbound calls across Close and Google Sheets. Create and update call log rows when calls complete, voicemails record, or recordings finishβso you can append rows, map lead fields, and keep reporting current without manual logging.
How this automation creates call log rows for reporting
When completed outbound calls happen but stay unrecorded consistently, reporting lags and follow-up gets missed. This automation monitors call close events, filters qualifying calls, finds the matching lead, and creates Google Sheets rows so your team can report on activity instantly.
Closeor swap with your favorite app
2.Filters qualifying calls
Integrate Filter by Zapier and CRM rules to limit runs to included owners and to skip internal test calls.
Filter by Zapieror swap with your favorite app
3.Finds lead by CRM lead ID
Integrate Close to look up the lead by CRM lead ID and to map lead fields to the sheet row.
4.Creates spreadsheet row
Integrate Google Sheets to create a spreadsheet row and to map call and lead details for reporting and follow-up.
Google Sheetsor swap with your favorite app
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