Outbound Webhooks (via Zapier)

• Post-Call Information We Push
• Setting up the Zap
  
  • Building the CatchHook
  • Testing the CatchHook
  • Building the Zap Action

Post-Call Information We Push

These are all the data fields we can currently push out of SalesAi to your CRM/App via Webhooks.

• Contact Data: Information present on the Contact in SalesAi
• Call Direction: Ex. OUTBOUND
• Call Flow: Ex. PROMPT
• Call Status: Ex. SUCCESS
• Call Outcome: Ex. ANSWERED
• Call Summary: Summarizes the call Transcript
• Call Transcript
• Call Recording URL
• Call Duration

Setting up the Zap

 

The first step in pushing data out of SalesAi is to set up our Zap within Zapier. You can set this up and test it before upgrading the account, but you will need to upgrade it to publish the Zap.

The integration flow is:

SalesAi → Outbound Webhook → Zapier Catch Hook → CRM/App

This method is ideal when a native integration is unavailable or when you need to push call data into a custom system.

Note: A paid Zapier plan is required because Zapier's Webhooks app is a premium feature.

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What Data Can SalesAi Send?

When a call is completed, SalesAi can send information such as:

Contact Information

• First Name
• Last Name
• Phone Number
• Email Address
• Custom Contact Fields

Call Information

• Call Direction
• Call Outcome
• Call Duration
• Call Summary
• Call Recording URL
• Transcript (if available)
• Agent Name
• Workflow Information

AI-Generated Data

• Call Notes
• Qualification Results
• Disposition Values
• Custom Variables captured during the conversation

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Step 1: Create a Catch Hook in Zapier

In Zapier

1. Create a new Zap.
2. For the Trigger, search for and select Webhooks by Zapier.
3. Choose Catch Hook.
4. Click Continue.
5. Zapier will generate a unique webhook URL.
6. Copy the webhook URL.

Example:

https://hooks.zapier.com/hooks/catch/123456/abcdef

Keep this URL handy—you will need it in SalesAi.

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Step 2: Configure the Outbound Webhook in SalesAi

In SalesAi

Navigate to: Settings → Integrations

1. Locate the Outbound Webhooks section.
2. Click Add Webhook.
3. Configure the webhook:

1. Save the webhook.

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Step 3: Send a Test Call

To allow Zapier to discover the available fields:

1. Create or locate a test contact.
2. Trigger a test call through your SalesAi agent.
3. Allow the call to complete.
4. Wait a few moments for the webhook to fire.

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Step 4: Test the Webhook in Zapier

Return to Zapier and:

1. Click Test Trigger.
2. Zapier should receive the webhook payload.
3. Verify that fields such as:

• Contact Name
• Phone Number
• Call Outcome
• Call Summary
• Recording URL

appear in the sample data.

If no data appears:

• Verify the webhook URL is correct.
• Confirm the SalesAi webhook is enabled.
• Complete another test call.
• Check Zapier Task History for errors.

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Step 5: Build Your Zap Action

After the webhook trigger is working:

1. Add an Action step.
2. Choose your destination application.

Common examples:

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Step 6: Map SalesAi Fields

Map the incoming SalesAi data to the appropriate fields in your destination system.

Example:

For most CRM implementations, we recommend storing:

• Call Summary
• Call Outcome
• Recording URL

These are the most commonly used post-call data points.

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Step 7: Test the Full Workflow

Before enabling the Zap:

1. Run a test action.
2. Confirm data appears correctly in the destination system.
3. Verify all mapped fields populate as expected.
4. Ensure links (such as recording URLs) are clickable.

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Step 8: Publish the Zap

Once testing is successful:

1. Turn the Zap ON.
2. Save your SalesAi webhook configuration.
3. Perform one final live call test.

Your integration is now active.