1.Catch call completion payload
Receives the call completion payload and parses caller phone, tracking phone, timestamp, duration, and campaign or UTM data.
Create tracked call records and email rating requests
Automatically parse call completion payloads across Webhooks by Zapier, Zapier Tables, Salesforce, and SendGrid. Send rating request emails when qualifying call duration, so you can create tracked-call records, link the right firm, and request feedback without manual reporting.
How this automation creates tracked calls and captures ratings
When a call completion payload arrives, call activity can go unlogged and rating requests get missed or delayed. This automation parses call details and links firms, creates Salesforce call records and emails rating requestsβso your team can capture feedback from every qualifying call.
Webhooks by Zapieror swap with your favorite app
2.Find matching firm record
Looks up the firm in your Zapier table using the account identifier and returns the firm reference and account contact email.
Zapier Tablesor swap with your favorite app
3.Create tracked-call record
Creates a new tracked-call record in Salesforce and maps source fields into call properties and campaign or UTM fields.
Salesforceor swap with your favorite app
4.Continue only for qualifying calls
Filters so the workflow continues only when call duration meets the configured minimum or other qualifying criteria.
Filter by Zapieror swap with your favorite app
5.Send rating request email
Sends an email rating request to the account contact, including a call summary and a link that appends the new Salesforce call record ID.
SendGridor swap with your favorite app
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Capture complete sales records with automated email logging, meeting logging, and call logging
Set up in minutes
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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