- 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:
CallTrackingMetrics
Formatter by Zapier
Zoho CRM
CallRail
Delay by Zapier
Salesforce
Airtable
Filter by Zapier
Synthflow AI
Storage by Zapier
RingCentral
Apollo
Dialfire
LMN
OpenPhone
Todoist
- 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
- Create lead in Zoho CRM from new CallRail inbound phone call
Create lead in Zoho CRM from new CallRail inbound phone call
- Create task in Apollo for new call log in RingCentral
Create task in Apollo for new call log in RingCentral
- Stay Connected: Instantly Create or Update Contacts in Dialfire When Leads Change in Zoho CRM
Stay Connected: Instantly Create or Update Contacts in Dialfire When Leads Change in Zoho CRM
- Stay Organized: Automatically Log New Calls from Zoho CRM to LMN for Seamless Tracking
Stay Organized: Automatically Log New Calls from Zoho CRM to LMN for Seamless Tracking
- Stay Organized: Automatically Create a Todoist Task with Caller Details After Every OpenPhone Call
Stay Organized: Automatically Create a Todoist Task with Caller Details After Every OpenPhone Call