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How to Connect Zapier

Nikita Podelenko avatar
Written by Nikita Podelenko
Updated over 2 weeks ago

How to Connect Zapier

Zapier is a powerful tool that allows you to connect SkipCalls to over 5,000 other apps like Google Sheets, HubSpot, Slack, and your favorite CRM. With Zapier, you can automate your calling workflows without writing a single line of code.

There are two main ways to use Zapier with SkipCalls:

  1. Trigger Calls: Automatically start a call when something happens in another app (like a new lead in a form).

  2. Receive Call Data: Send the results of a call (summary, status, recording) to another app.


A) Trigger Calls via Zapier

Use this when you want SkipCalls to automatically call a new lead the moment they sign up on your website, fill out a form, or get added to a spreadsheet.

How it works

When a new lead is detected in your trigger app (e.g., Typeform or Google Sheets), Zapier sends a request to SkipCalls, and our AI agent calls the lead immediately.

Setup Steps

  1. Prepare SkipCalls:

    • Create an Agent and give it clear instructions.

    • Go to Settings > API Keys and create a new API key.

    • Copy your Agent ID from the Agents page.

  2. Create a Zap:

    • Log in to Zapier and click "Create Zap".

    • Trigger: Choose the app where your leads come from (e.g., Google Sheets, Facebook Lead Ads, or Typeform). Configure it to trigger on "New Entry" or "New Lead".

    • Action: Search for "Webhooks by Zapier" and select "GET" as the event.

  3. Configure the Webhook:

    • In the URL field, paste the following address (replace the curly brackets with your actual keys):

    • Note: Use Zapier's "Insert Data" button to map the ##{{phone}}, ##{{name}}, and ##{{email}} fields from your trigger app.

  4. Test and Enable:

    • Click "Test Step" in Zapier. If successful, you'll see a success message.

    • Turn on your Zap!


B) Receive Call Data via Zapier

Use this when you want to save call results, summaries, and recordings to your CRM, Google Sheets, or notify your team in Slack after a call finishes.

The "Zapier Format" Advantage

SkipCalls offers a special Zapier Format for webhooks. This format organizes all call data into a "flat" list, making it incredibly easy to map fields in Zapier without any technical setup.

Setup Steps

  1. Create a Zap in Zapier:

    • Click "Create Zap".

    • Trigger: Search for "Webhooks by Zapier" and select "Catch Hook".

    • Zapier will give you a unique Webhook URL. Copy it.

  2. Configure SkipCalls:

    • Go to Settings > API Keys and click the Webhooks tab.

    • Click "Create Webhook".

    • Name: Give it a name like "Zapier Call Results".

    • URL: Paste the Webhook URL you copied from Zapier.

    • Events: Select "CALL_COMPLETED".

    • Format: Select "Zapier".

    • Save your webhook.

  3. Test the Connection:

    • In SkipCalls, click "Test" on your new webhook.

    • Return to Zapier and click "Test Trigger". You should see the test data appear.

  4. Add an Action in Zapier:

    • Choose where you want to send the data (e.g., Google Sheets "Create Spreadsheet Row" or Slack "Send Channel Message").

    • Map the fields from the SkipCalls webhook to your app.

Key Data Fields Available

When using the Zapier format, you have access to these helpful fields:

  • call_status: Tells you if the call was a success, busy, or no answer.

  • summary_short: A one-sentence summary of the conversation.

  • summary_full: The complete details of the call.

  • recording_url: A link to listen to the call recording.

  • agent_name: Which AI agent handled the call.

  • call_duration_minutes: How long the call lasted.

  • next_task_title: The AI's recommended next step.

Popular Automation Ideas

  • Google Sheets: Automatically log every call result into a master spreadsheet.

  • Slack: Get an instant notification with a summary when an AI agent finishes a high-priority call.

  • CRM: Update a lead's status in HubSpot or Salesforce based on the call outcome.

  • Notion: Create a new page for every call with the full transcript and summary.


Troubleshooting

  • Calls aren't triggering: Double-check that your API Key and Agent ID are correct in the URL. Ensure the phone number is in international format (e.g., +1234567890).

  • Data isn't showing up in Zapier: Make sure you selected the "Zapier" format in SkipCalls webhook settings.

  • Rate Limits: SkipCalls allows 1 outbound call request every 3 seconds to ensure high quality and prevent spam.


Quick Reference

Webhook Type: Outbound (to start calls) or Inbound (to receive results).

Required for Outbound: API Key, Agent ID, Phone Number.

Best Practice: Always use the "Zapier" format for incoming results for the easiest setup.

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