1.Catch new call report
Integrate Webhooks by Zapier to receive the end-of-call report and map recording and call metadata into the workflow.
Create qualified CRM leads from post-call voice reports
Automatically catch end-of-call reports across Webhooks by Zapier and Deepgram. Create CRM leads when call report arrives, recording URL posts, or call outcome updatesβso you can transcribe calls, enrich contacts, and send follow-up without manual data entry.
How this automation qualifies your CRM leads
When an end-of-call report arrives, missed or delayed entry can stall pipeline and follow-up timing. This automation transcribes calls, extracts structured lead data, and creates leads in Pipedrive and sends an outbound messageβso your team can respond while intent is fresh.
Webhooks by Zapieror swap with your favorite app
2.Transcribe recording URL
Integrate Deepgram and speech-to-text tools to convert the recording URL into a call transcript for processing.
Deepgramor swap with your favorite app
3.Extract structured lead data
Integrate ChatGPT (OpenAI) and AI extraction tools to return best-guess email, name, call notes, and an interest flag.
ChatGPT (OpenAI)or swap with your favorite app
4.Search or create person and lead
Integrate Pipedrive to search by phone and email, create a new person if needed, and create or update the lead.
Pipedriveor swap with your favorite app
5.Send outbound follow-up message
Integrate Darwin AI to map the person phone, select the follow-up template, and send an immediate outbound message.
Darwin AIor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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