1.Catches phone call start event
Integrate CallRail and call tracking systems to catch the incoming call event and pull caller phone, name, and start time for enrichment.
Update CRM contact from tracked inbound calls for reps
Automatically monitor tracked phone call events across CallRail and HubSpot for matching caller phone details. Create and update when calls start, caller name is captured, or a tracking number is referencedβso you can normalize numbers, enrich contacts, and update call context without manual data entry.
How this automation updates call context in your CRM
When tracked phone calls start, reps miss context and follow-up loses momentum. This automation catches call metadata, normalizes and filters by tracking numbers, and finds and updates the matching HubSpot contactβso your team can act faster.
CallRailor swap with your favorite app
2.Normalizes caller phone numbers
Integrate Formatter by Zapier and phone matching tools to normalize the caller phone number and tracking number for consistent matching.
Formatter by Zapieror swap with your favorite app
3.Filters to configured tracking numbers
Integrate Filter by Zapier and tracking number rules to continue only for calls that hit your configured tracking numbers.
Filter by Zapieror swap with your favorite app
4.Finds contact by phone
Integrate HubSpot and CRM search tools to find the contact by normalized phone and match it to the contact phone field.
HubSpotor swap with your favorite app
5.Updates contact with call metadata
Integrate HubSpot and CRM field mapping to update the contact with call count, last call timestamp, and tracking number.
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