Connect Upfirst to Zapier to automatically send call details to your CRM and other apps—no manual copying, no missed follow-ups.
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Create or update CRM contacts after calls with details already filled.
Trigger post-call workflows—send emails, create tasks, notify teams.
Send summaries, tags, and booking details to your existing tools.
How it works
Zapier handles the connections so you don’t need to build anything custom.
Customize your AI receptionist to ask the right questions so it can collect the information that's important for to you.
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Connect your Zapier account to Upfirst, and choose what information should update in your preferred tool or CRM.
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Once set up, workflows run in the background for every call. Let your AI receptionist update your tools and CRMs automatically while you work.
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Have a question that isn't answered here? Get in touch with our team.
What apps can I connect to with Zapier?
Any app supported by Zapier, including most CRMs, email tools, and task managers. You can quickly find out if Zapier supports your app by searching "Zapier + your app".
Do I need technical skills to use Zapier?
No. Zapier uses simple step-by-step workflows and doesn’t require coding.
What call information can I send to other apps?
You can send caller details, call summaries, tags, booking info, and more.
Can I create multiple workflows?
Yes. You can create different workflows for different call types or outcomes.
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