1.New call event detected
Integrate Dialpad and call metadata tools to trigger on new call events and pass call details to the workflow.
Create CRM lead updates from inbound and outbound calls
Automatically capture new call events across Dialpad across CRM management tools. Updates and creates CRM lead records and logs call notes when incoming call detected, outgoing call detected, or call recording availableβso you can match leads, update contacts, and preserve call context without manual reporting.
How this automation updates your lead calls
When new call events happen, missed context can slow follow-up and cause stale CRM records. This automation normalizes phone numbers and finds or updates lead records and activity logsβso your team can respond with complete call history.
Dialpador swap with your favorite app
2.Normalize caller phone number
Integrate Formatter by Zapier and data formatting tools to canonicalize the caller phone number for consistent lead matching.
Formatter by Zapieror swap with your favorite app
3.Search leads by phone
Integrate Lofty and CRM search tools to find the matching lead using the formatted phone number.
Loftyor swap with your favorite app
4.Update or create lead activity
Integrate Lofty and CRM activity tools to update found leads or create new leads with call notes and timestamps.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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