Outbound Webhooks (via Zapier)

This guide will direct you on how to send Post-Call Information from SalesAi to your CRM/App using 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. OUTBOUND_ANSWERED - This should always be OUTBOUND_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.

Building the CatchHook

• Go to Zapier and click Create
  
  
• Click on Zaps
  
• Click on Trigger
  
• Select the Webhooks option
  
• Select CatchHook as the Trigger Event. Click Continue at the bottom right.
  
• You can click Continue again on this next page; there is no setup for it.
  
• Copy the CatchHook URL

Testing the CatchHook

• In another tab, go back into SalesAi and click on Ai Voice and then Agents
  
• Click on the TripleDots for the Agent. Click Edit
   
• Click Next until you get to the 3rd page. Scroll to the bottom and Paste the URL in the 3rd Party Webhook spot.
  
• Make sure to continue and click Update Agent at the end.
  
• For Inbound Agents, call the number and have a brief conversation with the Agent. You can hang up shortly, but avoid it immediately, as it can negatively impact your answering metrics with Twilio.
• For an Outbound Agent, add yourself as a contact to SalesAi and Manually Enroll yourself in a sequence with that Agent. The Test Call function will not be suitable for testing this feature.
  You can enroll by clicking the Triple Dots on the Prospect in the Prospects Page.
  
  Have a brief conversation with the Agent, and hang up.
• Go back into Zapier. Click Test Trigger
  
• You should see a Record A show up. Click that and Continue
  
  

Building the Zap Action

• Search for your CRM/App
  
• Select the Action Event. Typically, we would select something like Add/Update Contact.
  You may have a different integration in mind for post-call information, so please look at the options provided by Zapier and pick one or multiple that are best for your desired setup!
  
• Connect your CRM/App account to Zapier. This will be under that Action Event. Click Continue
• Now, you will map out the fields and values gathered from the Test Call. Click the Plus symbol on the right of the fields and map the correct contact data. You may not need to map every field. Typically, the first name, last name, email, and phone number are enough to associate the contact. 
  
  
• It should look similar to this once you have completed the basic contact fields:
  
• There are multiple fields present at the beginning of this article that may be important to push back. You may need to create custom fields or choose a different field type (like a note) to put these on each contact. Contact the relevant Support team for your CRM/app if additional direction is needed for the fields. 
  

• Click Continue once all necessary fields have been mapped.
  
• Click on Test Step to test this Action. You can check your CRM/App to verify that the information came in properly.
  
• Make sure to Rename your Zap!
  
• Once you are ready to launch, press Publish in the top-right corner of the Zap!