1.Captures new reception message
Integrate LEX Reception and CRM activity fields to capture caller details and call metadata for reliable lookup.
Create CRM call activity for new client calls
Automatically detect new messages across LEX Reception and route qualifying call details into Pipedrive. Create CRM call activities when reception message arrives, call type matches criteria, or case type matchesβso you can attribute outreach, attach notes, and update statuses without manual activity logging.
How this automation logs CRM call activities
When new reception messages arrive, missed attribution can delay outreach and weaken follow-up. This automation captures reception call details and creates CRM call activities in Pipedrive and attaches notes based on phone matchingβso your team can log calls without chasing fields.
LEX Receptionor swap with your favorite app
2.Filters qualifying call records
Integrate Filter by Zapier and routing rules to continue only for records that match configured call type or case type.
Filter by Zapieror swap with your favorite app
3.Normalizes phone numbers
Integrate Formatter by Zapier and phone normalization to map source phone to a formatted phone for dedupe.
Formatter by Zapieror swap with your favorite app
4.Finds person by phone
Integrate Pipedrive and phone search tools to look up people by formatted phone and return a person id.
Pipedriveor swap with your favorite app
5.Creates call activity in CRM
Integrate Pipedrive and CRM activity management to create a call activity, map notes, and set completed or scheduled status.
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