If you’re searching for a Thryv answering service integration, you’re probably wondering if you can automatically sync phone call details from your Upfirst AI virtual receptionist into Thryv. Good news: using Zapier, you can connect Upfirst and Thryv to automate client follow-up, appointment booking, and more—no technical skills required. Read on to find out what’s possible, how these integrations work, and exactly how you can set them up in just a few steps.
What is Thryv?
Thryv is an all-in-one small business management platform, popular with service providers like real estate agents, law firms, and home service contractors. It helps you manage appointments, client records, calendars, payments, and communication—all from one dashboard. With Thryv, you can keep your customer data organized, schedule appointments, and ensure nothing falls through the cracks.
What can you do with Thryv and Upfirst’s AI answering service?
A Thryv answering service integration lets you automate a lot of the busywork that happens after a client calls your business. Here are some practical, real-world examples of what you can do:
1. Automatically create new clients in Thryv from calls
How it works:
When someone calls your business, your Upfirst AI receptionist collects their name, phone number, email, and any other info you specify (like service needed or zip code). After the call, Zapier automatically creates a new client in Thryv with all those details—no manual entry required.
Why this helps:
If you’re in real estate or home services, new leads often come in by phone. This automation ensures every caller becomes a contact in your CRM, so you can follow up and never lose a lead.
2. Instantly book appointments from qualified calls
How it works:
Set up your Upfirst agent to ask qualifying questions (like service type or availability). If the caller is ready to book, your Zap can automatically create an appointment in Thryv as soon as the call ends.
Why this helps:
For contractors or law firms, immediate appointment booking means less back-and-forth and a smoother experience for potential clients. You can even add a filter in Zapier so only calls that meet certain criteria (e.g., high-value leads) trigger the appointment booking.
3. Update existing client records with new call details
How it works:
If an existing client calls, Upfirst collects any new information (like a change of address or updated service request). Zapier then finds and updates the client’s record in Thryv, so your data stays current.
Why this helps:
You avoid duplicate records and always have the latest client info at your fingertips—crucial for real estate agents or property managers who need to track changing client needs.
4. Route urgent calls or high-value leads to your team
How it works:
Use Upfirst’s call summary and custom fields to flag urgent issues (like a legal emergency or a major repair request). Zapier can then send an alert to your email or Slack, or trigger a specific workflow in Thryv, like blocking off calendar time or prioritizing follow-up.
Why this helps:
Quickly responding to emergencies or valuable leads keeps clients happy and helps you win more business—especially important for law firms or home service providers.
What actions can you trigger in Thryv after our virtual receptionist answers a call?
With the Thryv answering service integration, you can automate these actions in Thryv after every call handled by Upfirst:
- Create Client: Add a new client to Thryv automatically.
- Update Client: Edit existing client records with new info gathered on the call.
- Create Appointment: Schedule a new appointment directly from call details.
- Create Busy Time: Block off calendar time if you need to reserve follow-up slots.
- Find Client: Search Thryv for an existing client, useful for updating records instead of creating duplicates.
How to connect Thryv to Upfirst
Setting up your Thryv virtual receptionist integration with Upfirst via Zapier is straightforward. Here’s a step-by-step guide:
- Sign up for Zapier
If you don’t have a Zapier account, sign up at zapier.com. - Start a new Zap
Click “Create Zap” in your Zapier dashboard. - Set Upfirst as the trigger
- Choose Upfirst as your trigger app.
- Select the “Call Completed” trigger.
- Connect your Upfirst account using your API key if prompted.
- Choose Thryv as the action app
- Select Thryv as your action app.
- Pick the action you want (e.g., Create Client, Create Appointment).
- Connect your Thryv account to Zapier.
- Map your fields
- Zapier will show you fields from the Upfirst call (like caller name, phone, email, custom questions).
- Match these to the corresponding fields in Thryv (e.g., map the caller’s email to the “Email” field in Thryv).
- Add filters or conditions (optional)
- Want to only create clients if the caller is a new lead? Add a Filter step.
- Need to delay follow-up until business hours? Add a Delay step.
- Test your Zap
- Run a test call through Upfirst and make sure the info appears in Thryv as expected.
- Turn on your Zap
- Once you’re happy with the setup, turn on your Zap to go live.
And that’s it—you’ve set up a Thryv answering service integration that takes work off your plate and ensures no lead or client detail slips through the cracks. If you want to get even more advanced, you can combine these steps with other apps (like sending a Slack notification or creating a follow-up task), but the basic setup above will handle most needs for small businesses.
Ready to make every call count? Connect Upfirst and Thryv today for a smarter, more efficient answering workflow.
