1.Catches call completed payload
Integrate Webhooks by Zapier and automation triggers to receive the call completed payload and extract call details to start activity matching.
Create completed call activity on matching deal record
Automatically catch hook call completed payloads and extract incoming phone metadata across Webhooks by Zapier and Pipedrive. Create a completed call activity on the matching dealβso you can create activity records, assign the right owner, and keep deal history accurate without manual logging.
How this automation preserves deal history
When call completed payloads arrive but activity records are missing, deals lose accurate timelines and reporting. This automation normalizes phone data, finds the matching person and deal, and creates a completed activityβso your team can maintain clean CRM history.
Webhooks by Zapieror swap with your favorite app
2.Normalizes and maps phone
Integrate Formatter by Zapier and phone normalization tools to normalize the phone number and map the normalized phone to a search term.
Formatter by Zapieror swap with your favorite app
3.Finds person by phone
Integrate Pipedrive and CRM contact lookup to search for a person by phone and map the result to a person record.
Pipedriveor swap with your favorite app
4.Finds deal and owner
Integrate Pipedrive and deal search tools to find deals by phone or linked person and map deal and owner ids.
5.Creates completed deal activity
Integrate Pipedrive and CRM activity logging to create a completed activity on the deal and set status to done or complete.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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