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Place an Outbound Call via Webhooks using Zapier 

In this guide, you’ll learn how to set up 

. This allows you to automatically trigger calls based on data from any app (like a CRM or Google Sheets) using webhooks.

1️⃣ Go to the Workflows Tab in Phonely

	•	Start by heading over to Phonely’s 

By default, this workflow is set to trigger calls when new rows are added to 

 to link your CRM or database to Phonely.

 as the CRM, but you can use any app that supports webhooks!

	•	Every time a new event happens in HubSpot (or your CRM), we want to trigger an outbound call in 

	•	Select the event that should trigger the call (e.g., new contact, appointment booking).

	•	Fill out the webhook data with details like the customer’s 

 button to verify that it’s receiving data properly.

	•	Once tested, you’ll see the data fields populated in the webhook.

	•	If you had any default fields (like from Google Sheets), remove those and replace them with the webhook data (e.g., customer name, phone number).

	•	Add any personalized voicemail messages or specific call instructions using the webhook variables.

Now you’re all set! By using this method, you can set up automatic, personalized outbound calls via 

 triggered by webhooks from any app you choose. 🎉

Placing an Outbound Call with Zapier

🚀 How to Make Outbound Calls Using Phonely

Hey there! 👋 In this quick tutorial, we’ll walk you through the steps to place outbound calls using Phonely. Let’s dive in! 🏄‍♂️

Since we’re making outbound calls, click 

Phonely needs a trigger condition to place an outbound call. 🚦

If you haven’t connected your Google Sheets, click 

Phonely will automatically sync the headers and rows (like phone numbers, names, and appointment times). 🔄

 and will automatically update with each new row. 💡

Set up voicemail instructions (e.g., “Hey [Name], I was calling about [Reason for Calling], just checking if you can make it to your [Appointment Time]”). 🗣️

The system will update based on each row's info from Google Sheets. 📊

You can customize prompts and add instructions for IVR navigation, like getting to a representative. 🧑‍💻

And that’s it! 🎉 You’ve now created an outbound call workflow in Phonely. Explore blocks like the 

Thanks for tuning in, and happy calling! 📞😊

Need more tips? Stay tuned for more tutorials on creating your AI phone agent with Phonely! 🎥💡

Outbound Calling

Placing an Outbound Call with Zapier

Google sheets outbound calling