1.Catches phone call started
Integrate CallRail and call tracking tools to capture caller name, caller number, recording link, and call duration to create lead context.
Add answered call leads to CRM with recording
Automatically catch tracked call starts across CallRail, then split caller details and find matching leads in Sierra Interactive. Update or create CRM leads with clean contact fields, recording links, and follow up notesβso agents act without manual CRM rekeying.
How this automation turns call leads into CRM records
When a tracked call comes in, manual CRM entry delays same day follow ups and risks missing key call context. This automation catches call events, normalizes contact data, finds or creates leads, and updates records with recording notesβso your team acts fast.
CallRailor swap with your favorite app
2.Splits and normalizes caller data
Integrate Formatter by Zapier and data transformation tools to split caller name into parts and format the phone number to standardize search keys.
Formatter by Zapieror swap with your favorite app
3.Finds lead by formatted phone
Integrate Sierra Interactive and CRM lookup tools to search leads by the formatted phone mapping to identify matching records.
Sierra Interactiveor swap with your favorite app
4.Updates or creates CRM lead
Integrate Sierra Interactive and CRM record management tools to update matching leads or create new ones with recording notes to complete CRM data entry.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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