1.Captures call ended details
Integrate Callers and telecom metadata tools to capture call disposition and core call fields for activity logging.
Create CRM call engagements for outbound calls to contacts
Automatically capture call ended metadata across Callers and HubSpot. Create and update call engagements when call ended, call disposition set, or recording URL generatedβso you can normalize phone numbers, find the right contact, and log call outcomes without manual logging.
How this automation logs outbound call engagements
When call ended events require manual entry, activity gaps hide campaign performance. This automation captures call metadata, formats phone numbers, finds the contact, and creates completed call engagementsβso your team can track outreach reliably.
Callersor swap with your favorite app
2.Formats phone numbers
Integrate Formatter by Zapier and phone normalization tools to format caller and recipient numbers for contact matching.
Formatter by Zapieror swap with your favorite app
3.Finds contact by phone
Integrate HubSpot and contact lookup tools to search the phone property and return the first matching contact.
HubSpotor swap with your favorite app
4.Creates completed call engagement
Integrate HubSpot and sales activity logging tools to create a CALL engagement and set status to COMPLETED.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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