1.Monitor call ended events
Integrate RingCentral and calling analytics tools to capture call ended metadata and log the call details for matching.
Log completed calls as CRM engagement records for contacts
Automatically capture call ended events from RingCentral across RingCentral, Formatter by Zapier, and HubSpot. Create and update when calls end or call status updates or a recording link appearsβso you can normalize numbers, find the right contact, and log completed call engagements without manual call logging.
How this automation logs completed call history
When calls end without being logged, call history gets delayed and sales teams lose context. This automation captures finished call metadata, normalizes phone numbers, and creates completed call engagement records in HubSpotβso your team can act faster on contact activity.
RingCentralor swap with your favorite app
2.Normalize caller and callee numbers
Integrate Formatter by Zapier and phone matching tools to normalize caller and callee numbers for reliable contact matching.
Formatter by Zapieror swap with your favorite app
3.Find matching contact in HubSpot
Integrate HubSpot and CRM search tools to find contacts by mapped phone numbers and call timestamp context.
HubSpotor swap with your favorite app
4.Create completed call engagement
Integrate HubSpot and CRM engagement tracking tools to create a completed Call engagement and associate it to the contact.
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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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Step 3
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