1.Receives new incoming call event
Integrate JustCall and call-center analytics to capture caller details to start qualifying the lead.
Create new deals from qualifying inbound calls today
Automatically convert new incoming call events across JustCall into CRM records. Create and update when calls arrive or match a phone numberβso you can find contacts, open qualification deals, and attach call notes without manual data entry.
How this automation accelerates call-to-CRM follow-up
When new incoming call events land in your inbox, delayed entry can stall qualification and follow-up. This automation finds or creates contacts and creates deals and call notesβso your team can respond with complete context.
JustCallor swap with your favorite app
2.Find or create person
Integrate Pipedrive and CRM data enrichment tools to search by phone number and create a new person record.
Pipedriveor swap with your favorite app
3.Create qualification deal
Integrate Pipedrive and sales pipeline tools to create an open deal, set stage, and assign the configured owner.
4.Create call note or activity
Integrate Pipedrive and call recording storage tools to attach call metadata, summary, and disposition to records.
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Explore all CRM data entry automations
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.
See how teams are automating with Zapier (and loving it!)
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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