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This tutorial is a continuation of Connecting Your Receptionist to Zapier, focusing on setting up your Zapier integration step by step. You'll learn how to create and configure Zaps, ensuring your AI receptionist seamlessly connects with your favorite apps. By the end, you'll have a fully functional Zapier setup that automates tasks and enhances your workflow.
Creation Date: Mar 26, 2025
Created By: Alexandra Fojas
Once you have your account set-up, you can choose the Trigger Event.
For this example, we'll be using the New Call Log.
It should show you the data collected for the specific call logs. Then once you have checked if the information is presented, continue with the selected record. This is as a sample.
It will route you to choose a system to configure with. For this example, we'll be using HubSpot.
Sign in to your HubSpot (or desired system). Make sure that it is the correct credentials.
Make sure to allow Zapier to connect to the app to avoid glitches.
You would know that it has successfully connected when you see the account signed in. You'll have a bunch of actions that you can choose from. You may choose from the standard actions and custom actions. For this example, we'll use create contact.
It will show the data that the system has to fill in.
You can choose the information from the call logs at My AI Front Desk to fill in the specific are at HubSpot.
You can extract the following from your receptionist:
1. Phone number
2. Name
3. Timestamp
4. Transcript of the call
5. Text conversations
6. CRM details
7. Call Info Link
8. You can also add the information collected by the Intake Form like email address, business names, or anything that you would like to be collected.
Once you have all set-up, Test the system. Once the fields required are filled, you can publish the zap.
Once it's live, you'll have a preview of your zap.
Start your free trial for My AI Front Desk today, it takes minutes to setup!
