This guide was created with Scribe in 2 minutes. Sign in and create your own!
Set-up an Outbound Call with Zapier
Adam Francois |
0 step |
2 minutes
Zapier
Google Contacts
Google Sheets
Synthflow
Before you start you are going to need a few things.
1. A trigger or location with the name and phone number of the people you want to call.
2. The Model ID of the Agent you want to call with.
I will be using Google sheets for my trigger but you can use any trigger that gives you text data.
Zoom Saved
For this I will be using 1 Synthflow call action step.
Zoom Saved
Here is my data, for this I will only be using a name and phone number.
Zoom Saved
Here you will need the Model ID of the agent
Zoom Saved
We will start by setting up our first Trigger to Trigger on a new or updated spreadsheet row. \
\
This will make sure that every number we add gets a call.
Zoom Saved
You can change this to which ever trigger you need, if you only want to check new rows you can also do that.
Zoom Saved
Make sure to set up your correct account here.
Zoom Saved
Next configure the Trigger to pull in the information for the correct worksheet, \
\
You can use the Trigger column here to set the Zap to only trigger when a phone number is added instead of when you add a name only.
Zoom Saved
Next Test it and get some test data.
Zoom Saved
Once the test data is in you can move on to the next step!
Zoom Saved
To Setup the Synthflow step its similar to the Trigger, whereby you will need to choose the app, set the event you want to do and connect your Synthflow account.
Zoom Saved
Next this is where you need the Model ID from inside Synthflow of the agent you want to use. \
\
You can connect the phone number and name by pressing the plus button on the right.
Zoom Saved
Once that's completed you can move over to testing
Zoom Saved
Please note once you test it a voice call will begin and Synthflow will call the number that you have given it.
Zoom Saved
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe
Have something to say?Create an account to leave messages for the author to see!
Press space bar to start a drag.
When dragging you can use the arrow keys to move the item around and escape to cancel.
Some screen readers may require you to be in focus mode or to use your pass through key