1.Monitor call ended
Integrate Dialpad, telephony tools, and call metadata to capture caller phone and call id when a call ends.
Add call transcripts and summaries to tenant support records
Automatically monitor call ended events across Dialpad and call metadata in LeadSimple. Create and update notes when a call ends, so you can append transcript excerpts, link calls to the right tenant record, and keep context current without manual note-taking.
How this automation enriches tenant support records
When call hangups happen, delays can leave agents without the transcript context they need. This automation captures caller metadata, retrieves transcripts, and creates deal notes—so your team can respond faster with complete call details.
ダイヤルパッドor swap with your favorite app
2.Search matching tenant deal
Integrate LeadSimple and CRM lookup tools to find the matching deal by caller phone and return the deal id.
リードシンプルor swap with your favorite app
3.Gate by deal and direction
Integrate Filter by Zapier and routing conditions to continue only when a deal exists and call direction is inbound or outbound.
Filter by Zapieror swap with your favorite app
4.Fetch transcript via call id
Integrate Webhooks by Zapier and transcript endpoints to GET the transcript text using call id and endpoint mapping.
Zapierによるウェブフックor swap with your favorite app
5.Create note with transcript excerpt
LeadSimple and note templates to create a call note on the matched dealとmetadata and an excerpt.の統合
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Speed up post-call work with automated call summaries, CRM updates, and follow-up tasks
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