- 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:
GoTo Connect
HubSpot
Mojo
Filter by Zapier
REsimpli 3.0
CallTrackingMetrics
CallRail
JobNimbus
Formatter by Zapier
Salesforce
Quo
Close
Todoist
Brightcall.ai
- Create a new HubSpot contact from GoTo Connect incoming call details
- Create new lead in REsimpli when Mojo contact call result updates to voicemail
Create new lead in REsimpli when Mojo contact call result updates to voicemail
- Capture caller information and create contact in HubSpot from CallTrackingMetrics
Capture caller information and create contact in HubSpot from CallTrackingMetrics
- Create new customer contact in JobNimbus after phone call in CallRail
Create new customer contact in JobNimbus after phone call in CallRail
- Create lead in Salesforce from new CallRail phone call, and format call data
Create lead in Salesforce from new CallRail phone call, and format call data
- Create task in Salesforce for converted lead after CallRail phone call
Create task in Salesforce for converted lead after CallRail phone call
- Create note in Close after incoming call in OpenPhone with call details and transcription
Create note in Close after incoming call in OpenPhone with call details and transcription
- Create task in Todoist from OpenPhone call details
Create task in Todoist from OpenPhone call details
- Create new HubSpot contact from Brightcall.ai call details
Create new HubSpot contact from Brightcall.ai call details