1.Catches incoming call payloads
Integrate Webhooks by Zapier and call payload parsing to extract call fields like caller number and timestamp for logging.
Update lead stage and add call summary to contact
Automatically catch incoming call payloads across Webhooks by Zapier and Follow Up Boss. Create and update when call payloads arrive, duration threshold is met, or phone matchesβso you can log call notes, attach call summaries, and update contact stages without manual call logging.
How this automation updates your contact records
When incoming call payloads arrive, call details can sit idle and follow-up gets delayed. This automation captures call data, creates call notes, and updates contact stagesβso your team can see the right post-call status.
Webhooks by Zapieror swap with your favorite app
2.Finds contact by phone
Integrate Follow Up Boss and CRM contact search to find the matching contact using the caller phone number.
Follow Up Bossor swap with your favorite app
3.Creates attached call note
Integrate Follow Up Boss and call summary mapping to create a note with call timestamp and duration on the contact.
4.Updates contact stage
Integrate Follow Up Boss and CRM stages to set the contact to an unqualified stage after the call.
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Capture complete sales records with automated email logging, meeting logging, and call logging
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