1.Monitors new call events
Integrate Dialpad and call recording details to detect new call events and capture call metadata.
Update contact records after each incoming or outbound call
Automatically capture call metadata across Dialpad and Zoho CRM. Create and update records when calls connect, missed calls happen, or voicemails are leftβso you can update timestamps, set contacted status, and attach call notes without manual logging.
How this automation updates your contact call context
When new call events arrive, reps lose context and follow-up can slip. This automation captures call metadata, formats call timestamps, searches and updates contacts, and creates attached notesβso your team can act fast.
Dialpador swap with your favorite app
2.Formats call datetime
Integrate Formatter by Zapier and datetime formatting tools to format the call timestamp into CRM-ready datetime.
Formatter by Zapieror swap with your favorite app
3.Searches contacts by phone
Integrate Zoho CRM and contact lookup workflows to search contacts by incoming phone number.
Zoho CRMor swap with your favorite app
4.Updates matched contact record
Integrate Zoho CRM and CRM field mapping tools to update the contact call datetime field and set contacted to true.
5.Creates attached contact note
Integrate Zoho CRM and note creation workflows to create a call note with direction, recording URL, voicemail URL, and disposition.
6.Ensures call context stays linked
Integrate Zoho CRM and CRM activity logging tools to keep call details attached to the matched contact for follow-up.
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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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Define the trigger
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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