1.Captures new call recording event
Integrate Close and call tracking tools to capture recording download URL, duration, lead identifier, and answered date for lead mapping.
Save long call recordings to lead records automatically
Automatically monitor new call recording events across Close and Google Drive. Create and update when call recordings are captured, exceed your duration threshold, or are matched to a leadβso you can upload audio files, create CRM notes, and attach playable links without manual logging.
How this automation preserves your lead activity notes
When new call recording events happen, missed uploads and scattered call details can hide lead intent. This automation captures recording details and filters by duration, then uploads files to Google Drive and creates a CRM note with a playable linkβso your team can keep activity logging consistent.
Closeor swap with your favorite app
2.Checks recording duration threshold
Integrate Filter by Zapier and workflow rules to continue only for recordings that meet the duration threshold so short calls are ignored.
Filter by Zapieror swap with your favorite app
3.Uploads recording to Drive
Integrate Google Drive and cloud storage tools to upload the recording URL as a file and apply contact and date naming.
Google Driveor swap with your favorite app
4.Creates CRM note with link
Integrate Close and CRM note tools to create a note on the referenced lead and include the share or embed link.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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