Zapier Integration
Last updated July 14, 2024
Integrating Zapier with Phonely: A Comprehensive Guide 🌐📞
Introduction
Hey, it's Will here with some more tips and tricks for how you can link up your Zapier to Phonely to get your information stored directly in a CRM, an email, or sent as a text message, or really any way you'd like.
Getting Started with Zapier and Phonely Integration 🚀
Step-by-Step Walkthrough
1. Navigate to the Agent Page
- Head over to the Agent page in your Phonely dashboard.
- Click on the Settings tab at the top.
2. Locate the Zapier Connection
- Go to the General page and scroll down to find the Zapier connection.
- Click on the Connect to Zapier button.
3. API Key and User ID
- After clicking, you'll receive an API key and a user ID.
- These credentials will be used to connect Phonely to Zapier.
4. Configuring Zapier
- Open Zapier and start building a new Zap.
- Select Phonely as the trigger app and choose the event New Call.
5. Connecting Phonely to Zapier
- Enter the API key and user ID from Phonely into Zapier to authenticate and link your accounts.
6. Setting Up Actions in Zapier
- Example Action: Sending an Email
- Choose Gmail (or your preferred email service) as the action app.
- Set up the email to be sent whenever a new call is received.
- Use variables like customer phone number for the subject and transcript, summary, caller name for the email body.
7. Advanced Features with Zapier
- Use Zapier’s advanced features to classify conversations.
- Integrate with ChatGPT to classify text based on the transcript.
- For instance, classify if the caller is a new user or an existing user.
8. Setting Up Paths for Conditional Actions
- Use Paths in Zapier to execute different actions based on the classification.
- Example:
- If the caller is an existing user, add them to your CRM.
- If the caller is a new user, send them a welcome email via MailChimp.
Additional Tips and Recommendations 🛠️
- Webhooks: For more complex automation, consider using webhooks with other no-code or low-code platforms like make.com.
- Phonely's Pre-Built Integrations: Utilize Phonely’s built-in email integration if you prefer a simpler setup.
- Phonely Business Plan: Leverage Phonely's business plan for dedicated support in setting up complex integrations and automations.
Conclusion
With Phonely and Zapier, the possibilities are endless. Whether it's automating emails, updating CRMs, or classifying call data, this integration streamlines your workflow. If you need further assistance, Phonely's business plan offers expert support to handle the intricate setups for you.