About Zapier

Zapier is an online automation tool that connects various apps and services, allowing users to automate repetitive tasks without needing to write code. It integrates with thousands of apps, enabling users to create workflows called “Zaps” that trigger actions in one app based on events in another.

Zapier supports integration with over 3,000 apps, including Phone.com and other popular services like Google Workspace, Slack, Trello, Salesforce, Mailchimp, and many more. This extensive range of integrations allows users to connect their preferred tools and streamline their workflows.

Zapier and Phone.com

Zapier works with Phone.com to help automate various tasks and streamline workflows involving phone communication. By integrating Phone.com with other apps via Zapier, users can enhance their phone system’s functionality and improve efficiency.

How Zapier Works with Phone.com:

Triggers and Actions:

Triggers: Events that occur in Phone.com that can start a Zap. For example:

• A new call is received.
• A new SMS is received.
• A new voicemail is left.

Actions: Tasks that Zapier can perform in Phone.com or other connected apps in response to a trigger. For example:

• Send an SMS through Phone.com.
• Make a call using Phone.com.

Common Use Cases:

Automated Call Logging: When a call is received in Phone.com, Zapier can automatically log the call details in a CRM like Salesforce, HubSpot, or Zoho CRM. This ensures all customer interactions are recorded without manual data entry.

SMS Notifications: Set up Zaps to send SMS notifications for important events. For example, receive an SMS alert when a new voicemail is left, or automatically send a thank-you SMS to customers after a call.

Task Creation: Automatically create tasks in project management tools like Trello, Asana, or Monday.com based on Phone.com events. For instance, create a follow-up task in Trello when a voicemail is received.

Customer Support: Integrate Phone.com with helpdesk systems like Zendesk or Freshdesk to create support tickets from phone calls or voicemails, ensuring no customer inquiry is missed.

Email Alerts: Send email alerts via Gmail or other email services when specific events occur in Phone.com, such as receiving a call from a VIP client.

Zapier integration is free for Phone.com customers.