- Call Automation
- Call Management
- CRM Call Task Automation
Create tasks or followup actions in a crm after phone calls
Automatically capture phone call details and generate follow-up tasks in your CRM to ensure every lead and customer inquiry is tracked without manual data entry. This automation streamlines post-call workflows by logging call insights, creating new contacts, and scheduling next steps instantly. By eliminating manual effort, teams can respond faster, improve lead conversion rates, and maintain organized, up-to-date records.
Filter by common apps:
BatchDialer
Zoho CRM
RingCentral
Wealthbox CRM
Webphone by VoIPcloud
monday.com
Odoo CRM
ClickUp
CallTrackingMetrics
Formatter by Zapier
CallRail
Delay by Zapier
Salesforce
Airtable
Filter by Zapier
Synthflow AI
Storage by Zapier
- Create new lead in Zoho CRM from BatchDialer call events
- Process call recordings in RingCentral, find contacts in Wealthbox CRM, and create detailed notes
Process call recordings in RingCentral, find contacts in Wealthbox CRM, and create detailed notes
- Create a new task in monday.com when a call is answered in Webphone by VoIPcloud
Create a new task in monday.com when a call is answered in Webphone by VoIPcloud
- Create lead in Odoo CRM from completed OpenPhone call with details and voicemail
Create lead in Odoo CRM from completed OpenPhone call with details and voicemail
- Create task in ClickUp for follow up after RingCentral call ends
Create task in ClickUp for follow up after RingCentral call ends
- Create new lead in Zoho CRM from CallTrackingMetrics call details
Create new lead in Zoho CRM from CallTrackingMetrics call details
- Create Salesforce record of completed CallRail phone call after delay, format call data
Create Salesforce record of completed CallRail phone call after delay, format call data
- Update call time in Airtable when lead schedule changes in Salesforce
Update call time in Airtable when lead schedule changes in Salesforce
- Initiate voice call with Synthflow AI for new leads in Zoho CRM, and manage call counts
Initiate voice call with Synthflow AI for new leads in Zoho CRM, and manage call counts