1.Monitors new message payloads
Integrate LEX Reception to trigger on each incoming reception message and capture the incoming payload.
Create contact from reception call and add to CRM
Automatically monitor new reception messages across LEX Reception and Zapier apps to capture incoming call details. Create and update contact records when formatted phone or email matches or when no match existsβso you can find duplicates, format contact fields, and add CRM-ready contacts without manual data cleanup.
How this automation speeds up CRM contact setup
When new reception messages arrive, unstructured details can slow outreach and cause duplicate contacts. This automation captures the message, formats phone and email, finds existing contacts, and creates or updates CRM contact recordsβso your team can reach leads faster.
LEX Receptionor swap with your favorite app
2.Normalizes phone and email
Integrate Formatter by Zapier and data formatting tools to normalize phone to E.164-style and email casing for consistent lookups.
Formatter by Zapieror swap with your favorite app
3.Finds contact by phone and email
Integrate Follow Up Boss and contact matching tools to search by formatted phone then by formatted email and map inputs.
Follow Up Bossor swap with your favorite app
4.Creates contact when no match
Integrate Follow Up Boss and CRM records tools to create a new contact and map name, phone, email, and call type source.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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