How to connect your AI Agent to Zapier
Zapier makes connecting leads and customer interactions with thousands of apps super simple. This tool helps you take the valuable info your agents gather—from your contact form, messages, or call logs and automatically sends it wherever you need it, like your CRM, Slack, or Google Sheets. It's all about making your processes more efficient so you can focus on what you do best.
What Goodcall Events Feed Into Zapier?
As a first step in our integration, you can select from a Call Complete or Flow Complete (message or contact form) as “triggers”. Allowing you to perform a number of different Zaps with the app of your choice.
Here’s a breakdown of the data Goodcall can pass to Zapier.
Call Complete
Goodcall Agent ID
Goodcall Agent Phone Number
Caller Phone Number
Duration
Date
Time
Link To Audio Call In Goodcall Dashboard
Flow Complete
Message Taking
Goodcall Agent ID
Goodcall Agent Phone Number
Caller Phone Number
Duration
Date
Time
Link To Audio Call In Goodcall Dashboard
Caller Name
Contact Phone Number
Message
Default Form (Contact Form)
Goodcall Agent ID
Flow/Contact Form Name
Goodcall Agent Phone Number
Caller Phone Number
Duration
Date
Time
Link To Audio Call In Goodcall Dashboard
Caller Name
Contact Phone Number
Caller Responses To Form Questions
Caller Additional Notes
What Can You Do with This Integration?
Sync with Your CRM: Automatically send customer data from calls, contact forms, or messages straight into your CRM, keeping your lead information up to date without lifting a finger.
Enhance Communication: Stream call logs into Slack or update a contact property, so your team stays in the loop about customer interactions as they happen.
Create Custom Workflows: Use a completed call as a trigger to log details into Google Sheets. From there, the sky's the limit—you can set up workflows that trigger actions across your other tools.
Here’s How It Works
Connect to Zapier: Just a few simple steps on our setup page and you’re connected.
Choose Your Apps: Zapier connects with thousands of platforms. Pick the ones you use—like Slack, Google Sheets, or your favorite CRM.
Automate Your Workflows: Create Zaps that automate what happens with your data, like creating a new CRM record after a call or sending call data to Slack. With this new integration, you can select from a Call Complete or Flow Complete (message or contact form) as “triggers”.
Practical Uses
CRM Updates: Automatically update CRM records post-call to ensure your data is always current, helping your team promptly engage with qualified leads.
Call Volume Tracking: Monitor call volumes with your chosen tool to better understand call trends and team performance.
Call Logs in Slack: Keep your team informed with real-time call updates directly in a Slack channel.
Streamline Appointments: Gather all the details you need for scheduling an appointment—like the time and type of service— automatically send this info to fill in the fields in your CRM's scheduling tool. Now, just confirm the appointment!
Qualify Leads: Use the data captured in a contact form to apply logic to the responses of each question.
For ex: If you only accept jobs over $5000, analyze the budget response from the contact form. If it's above $5000, route it to one lead list; if it's below, direct it to another. This way, you can efficiently categorize and prioritize your leads based on their potential value.
Getting Started
To start using this awesome feature, head to your dashboard to connect with Zapier. If you have any questions or need a hand getting things set up, our live chat support is just a click away. We’re here to help you get everything running smoothly.
The capabilities now available can transform how you manage data and interact with your customers.
Step By Step
1. Log in or create a Zapier account
2. Search for Goodcall
3. Sign in using Goodcall credentials
4. Click "make a zap"