1.Triggers on completed calls
Integrate CallRail and analytics tools to detect call completion and pull call fields like lead score and call summary.
Update prospect record with call details for intake
Automatically capture completed call details across CallRail and Lawmatics. Update prospect records with recording context and call notesβso you can wait out metadata delays, match the right prospect, and log intake history without manual intake logging.
How this automation updates call intake in your CRM
When phone calls complete, delayed or missing call context can slow intake and hurt follow-up quality. This automation captures completed-call fields and uses Lawmatics to find, wait, and update prospect recordsβso your team can see call details fast.
CallRailor swap with your favorite app
2.Waits for call metadata
Integrate Delay by Zapier and automation timing tools to add a short wait before lookup and write steps.
Delay by Zapieror swap with your favorite app
3.Finds the matching prospect
Integrate Lawmatics and data matching tools to search by phone number and select the first matching record.
Lawmaticsor swap with your favorite app
4.Appends call details to CRM record
Integrate Lawmatics and CRM field mapping to update the prospect record and append call notes and recording links.
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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