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  1. Call Automation
  2. Call Management
  3. 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