How to Set Up Customer Lookup Using Zapier in Goodcall
Overview
Goodcall's integration with Zapier allows your AI Phone Agent to automatically look up customer information using phone numbers. This feature enhances your AI’s interactions by distinguishing between new and returning customers, enabling customized greetings and responses. This guide walks you through setting up customer lookup with Zapier to improve your call flow.
Steps to Set Up Customer Lookup with Zapier
Enable Zapier Integration:
Log in to Goodcall and navigate to Integrations.
Select Zapier and follow the instructions to connect Goodcall with your Zapier account.
Choose the correct agent if you manage multiple agents within Goodcall. This ensures the integration is applied to the right workflow.
Create a Customer Lookup Logic Flow:
Go to Logic Flows in your Goodcall dashboard.
Select Customer Lookup as an action, which allows your AI agent to retrieve caller information using their phone number.
Set Up a Lookup Table in Zapier:
In Zapier, create a Zap with Customer Lookup as the trigger. This will activate whenever a call comes in.
Use a Google Sheet or your CRM as the lookup table to store customer details. Make sure your data includes phone numbers in the international format (+1 for US).
Set the phone number as the key to match incoming calls with records in your database.
Configure the Zap to Return Lookup Data:
After retrieving the customer data, configure the Zap to send this information back to Goodcall.
Use the Lookup ID from the first step to match the data with the specific call.
Map fields like first name, membership level, or other custom information from your database to return personalized responses.
Test & Optimize the Integration:
Use the Test feature in Zapier to ensure that data flows correctly between Goodcall and your CRM.
Place a test call to your AI agent to verify that it can greet returning customers with a personalized message (e.g., “Welcome back, [Name], you are a [Membership Level] member.”).
Adjust the workflow as needed to fine-tune the customer experience.
Example Use Case: Personalized Greeting
If a returning customer calls, the AI agent can greet them by name and mention their membership status. For instance:
Returning Customer: “Welcome back, Bob. You are a Platinum member. How can I assist you today?”
New Customer: If no match is found, the agent can prompt the caller to provide additional information for lead capture.
Tips for Success
Ensure Data Accuracy: Keep your customer database up-to-date to avoid mismatches during lookups.
Use Dummy Records for Testing: Use test data to simulate real calls before deploying the workflow.
Leverage Zapier's Data Formatting: Adjust phone number formats if your CRM uses a different standard to ensure compatibility with Goodcall.
Next Steps
Enhance your call interactions and streamline customer service by integrating Zapier for customer lookups.
Try out the Goodcall-Zapier integration and improve your customer interactions by setting up automated customer lookups now!