1.Detects new inbound call data
Integrate Invox and call tracking tools to capture caller number, destination number, timestamp, recording URL, source, and duration.
Create CRM lead and log call activity from inbound calls
Automatically catch new inbound calls in Invox and route call details across Formatter by Zapier and Pipedrive. Create CRM people, deals, and completed call activities when tracked calls arriveβso you can log history and follow up without manual logging.
How this automation creates CRM call history
When new inbound calls arrive with missing CRM context, follow-up slows and histories stay incomplete. This automation catches call data, formats ownership fields, and creates people, deals, and completed call activitiesβso your team can follow up faster.
Invoxor swap with your favorite app
2.Formats owner, source, and dates
Integrate Formatter by Zapier and mapping tools to resolve owner by destination number, convert source, and format timestamps to dates.
Formatter by Zapieror swap with your favorite app
3.Finds or creates a person
Integrate Pipedrive and CRM data tools to match by phone, create a person when needed, and set owner and source fields.
Pipedriveor swap with your favorite app
4.Finds or creates a deal
Integrate Pipedrive and sales pipeline tools to connect the person to a deal and set title, pipeline, stage, and deal owner.
5.Creates a completed call activity
Integrate Pipedrive and call analytics tools to create the call activity, attach recording and notes, set duration, and mark it completed.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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Step 1
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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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