1.Monitor new incoming calls
Integrate Ooma Office, call metadata tools, and note capture to collect caller name, phone, call time, and call notes.
Create client records from incoming phone calls for follow-up
Automatically capture caller details from new incoming calls across Ooma Office, Formatter by Zapier, and Jobber. Create or update client records when answered status is detected, call duration meets threshold, or new incoming call arrivesβso you can normalize phone, match clients, and add call notes without manual data entry.
How this automation creates client records from calls
When new incoming calls come in, missed context can slow follow-up and clutter CRM data. This automation captures call details, normalizes phone numbers, and creates or updates client records with call notesβso your team can follow up faster.
Ooma Officeor swap with your favorite app
2.Normalize caller phone number
Integrate Formatter by Zapier and phone normalization tools to standardize the raw phone number and carry it forward.
Formatter by Zapieror swap with your favorite app
3.Find or create client record
Integrate Jobber and CRM record management to find clients by normalized phone, create on no match, and save call notes.
Jobberor swap with your favorite app
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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