- Call Automation
- AI Call Management
- AI-driven call tasks
Using AI: create tasks or followup actions in a crm after phone calls
Automatically convert phone call transcripts into CRM tasks or follow-up actions using AI-driven analysis. This automation ensures no conversation detail is overlooked and every missed or completed call generates actionable items. By leveraging AI to summarize key points and assign tasks, teams stay organized and responsive to customer needs.
Filter by common apps:
Synthflow AI
Zoho CRM
AI by Zapier
DialZara
Google AI Studio (Gemini)
Filter by Zapier
Quo
Close
Sub-Zap by Zapier
Salesforce
Storage by Zapier
Delay by Zapier
Webhooks by Zapier
Gmail
Todoist
Google Sheets
WooDelivery
- Receive call insights and transcripts in Zoho CRM from Synthflow AI
- Analyze call transcripts, filter requests, and send follow-up messages with DialZara, Google AI Studio, and OpenPhone
Analyze call transcripts, filter requests, and send follow-up messages with DialZara, Google AI Studio, and OpenPhone
- Initiate voice call with new Close contact based on criteria, and create call with Synthflow AI
Initiate voice call with new Close contact based on criteria, and create call with Synthflow AI
- Process incoming call data from OpenPhone, analyze with AI, and create task in Salesforce
Process incoming call data from OpenPhone, analyze with AI, and create task 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
- Extract call transcripts, delay, and create lead meeting in CRM from phone call details
Extract call transcripts, delay, and create lead meeting in CRM from phone call details
- Process missed call emails, extract details, and create tasks in Todoist
Process missed call emails, extract details, and create tasks in Todoist
- Extract key info from phone call, create lead in Salesforce, and notify team via email
Extract key info from phone call, create lead in Salesforce, and notify team via email
- Log completed phone calls in Google Sheets, and create tasks in WooDelivery
Log completed phone calls in Google Sheets, and create tasks in WooDelivery
