Trigger: Call recording processed by Gong (Call ended webhook), Fireflies.ai (New transcript webhook), or Otter.ai (New Transcript Zapier trigger).
What this automates: Post-call CRM hygiene. Every call transcript is analyzed automatically and structured data is written to the deal record before the rep has moved to their next meeting.
- Call recording tool fires webhook to Zapier
- Claude API analyzes transcript and returns structured JSON: summary, pain points, objections, buying signals, action items, next step, stage move recommendation, deal risk flags
- Zapier Formatter parses the Claude JSON response
- HubSpot deal record updated with call data
- Slack summary posted to deal channel
