1.Monitor call event payload
Integrate Webhooks by Zapier to parse the call event payload and extract cleaned phone, direction, start time, duration, and rep to log daily KPI calls.
Log outbound call metrics to daily KPI sheet
Automatically receive call event payload across Webhooks by Zapier, Filter by Zapier, Formatter by Zapier, Jobber, and Google Sheets. Create and update when outbound call event arrives, call direction is outbound, or call duration changesβso you can log daily KPI rows, update rep ownership, and standardize call fields without manual sheet updates.
How this automation keeps your call KPIs current
When inbound call payloads arrive, delayed or incomplete logging can distort daily sales performance reporting. This automation receives call event payloads, filters outbound calls, formats key fields, and updates or adds KPI rows in Google Sheetsβso your team can review performance with confidence.
Webhooks by Zapieror swap with your favorite app
2.Filters outbound call direction
Integrate Filter by Zapier to continue only when call direction equals outbound to prevent inbound or internal calls from entering your KPI worksheet.
Filter by Zapieror swap with your favorite app
3.Formats phone and call timestamps
Integrate Formatter by Zapier to strip the plus prefix and format call start timestamps to produce report-ready date and datetime fields.
Formatter by Zapieror swap with your favorite app
4.Finds client by cleaned phone
Integrate Jobber to look up a client using the cleaned phone number to attach customer name when a match exists.
Jobberor swap with your favorite app
5.Upserts daily KPI worksheet rows
Integrate Google Sheets to look up the KPI row by cleaned phone and update report date, rep, duration, and customer name or add a new row.
Google Sheetsor swap with your favorite app
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Improve sales performance visibility with automated metric alerts, rep activity tracking, and dashboard updates
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