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Integrating Zapier with Phonely: A Comprehensive Guide 🌐📞

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 🚀

 Head over to the Agent page in your Phonely dashboard.   

 page and scroll down to find the Zapier connection.   

 After clicking, you'll receive an API key and a user ID.   

 These credentials will be used to connect Phonely to Zapier.

 Open Zapier and start building a new Zap.   

 Select Phonely as the trigger app and choose the event 

Enter the API key and user ID from Phonely into Zapier to authenticate and link your accounts.

 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 

 in Zapier to execute different actions based on the classification.   

Additional Tips and Recommendations 🛠️

: For more complex automation, consider using webhooks with other no-code or low-code platforms like make.com.

: Utilize Phonely’s built-in email integration if you prefer a simpler setup.

: Leverage Phonely's business plan for dedicated support in setting up complex integrations and automations.

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.

Connecting with software

Zapier Integration