OpenPhone: Automated Phone Communication & Follow-up

Overview

Automatically track phone calls and schedule follow-ups to ensure no customer interaction is missed.

Steps

1. Trigger: OpenPhone – Call Completed
2. Log Call: HubSpot – Create Call Log with details
3. Update Contact: HubSpot – Update Contact with call notes
4. Schedule Follow-up: HubSpot – Create Task for next touchpoint
5. Send Summary: Email – Call Summary to relevant team member
6. Update Pipeline: HubSpot – Move Deal to appropriate stage

Tip

Use OpenPhone's call recording feature to automatically transcribe calls and extract key information for better follow-up quality.