1.Catches incoming call payload
Integrate Webhooks by Zapier and call payload systems to capture incoming call data to trigger transcript and intent processing.
Update CRM call records with intent and recording links
Automatically catch incoming call payloads across Webhooks by Zapier. Create enriched CRM call records by extracting intent and attaching recording links when call payloads arrive, so you can update call notes, link opportunities, and start follow-up without manual reporting.
How this automation enriches your CRM call context
When incoming call payloads arrive without intent and recording links, follow-up can lose critical context. This automation sends payloads to Retell AI for transcript and intent, finds matching records in Close, and updates call records with recording and intentβso your team can act faster.
Webhooks by Zapieror swap with your favorite app
2.Extracts intent and transcript
Integrate Retell AI and transcription tools to transcribe and extract intent to populate call transcript and intent fields.
Retell AIor swap with your favorite app
3.Finds matching call and lead
Integrate Close and CRM lookup tools to find the CRM call or lead using the incoming call reference to return record IDs.
Closeor swap with your favorite app
4.Updates call record and opportunity
Integrate Close and CRM records tools to update call recording, call notes, and intent so opportunities reflect the correct status.
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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
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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