Phone & Call Tracking
VoIP calling, call tracking, and recordings.
Overview
Make and receive VoIP calls in-browser or via the mobile app, with call tracking numbers that attribute inbound calls to campaigns, recordings, transcripts, and notes logged to the contact.
What it's for
Call leads and customers from the CRM, attribute calls to marketing sources, and keep recordings/transcripts on the record.
Capabilities
In-app calling
Click-to-call from a contact via web or mobile app.
Call tracking numbers
Provision numbers per campaign; route to users/teams.
Recordings & transcripts
Auto-record and transcribe calls; store on the contact.
Voicemail
Voicemail drop templates and voicemail-to-text.
Call notes & tags
Log outcomes and tag contacts from the call screen.
Workflow triggers
Inbound call, missed call, and call completed trigger workflows.
Use cases
Attribute inbound calls
Give each ad campaign a tracking number; route calls to round-robin reps and log the source on the contact.
Speed-to-lead
Trigger a workflow on new lead that auto-dials within 60 seconds and falls back to SMS if no answer.
AI prompt patterns
Copyable templates for prompting an AI agent about this feature.
Design a call-tracking setup for [campaigns] — which numbers to provision, routing rules, and what gets logged to the contact.Write a workflow that calls a new lead within [N] seconds, leaves a voicemail template if unanswered, and sends a follow-up SMS.Integrations & connections
- Call events trigger workflows (inbound, missed, completed)
- Recordings/transcripts attach to the contact timeline
- Tracking numbers tie to marketing sources
Gotchas & limits
Things an AI should not assume about this feature.