Send call information to the tools you already use

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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Zapier logo connecting AI receptionist to popular business apps including HubSpot, Google Sheets, Mycase, and Asana
Add new callers to your CRM

Create or update CRM contacts after calls with details already filled.

Trigger follow-ups

Trigger post-call workflows—send emails, create tasks, notify teams.

Keep systems in sync

Send summaries, tags, and booking details to your existing tools.

How it works

How to connect Upfirst to your apps with Zapier

Zapier handles the connections so you don’t need to build anything custom.

1. Decide what information to collect

Customize your AI receptionist to ask the right questions so it can collect the information that's important for to you.

AI receptionist Zapier integration settings showing customizable question fields for full name, email, and address
2. Choose what happens after a call

Connect your Zapier account to Upfirst, and choose what information should update in your preferred tool or CRM.

AI receptionist with Zapier integration displaying call data fields including caller name, email, phone number, and call summary
3. Let it run automatically

Once set up, workflows run in the background for every call. Let your AI receptionist update your tools and CRMs automatically while you work.

AI receptionist with Zapier integration workflow automatically creating HubSpot contacts when calls are completed

FAQs about our Zapier integration feature

Have a question that isn't answered here? Get in touch with our team.

What apps can I connect to with Zapier?

Open FAQ

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?

Open FAQ

No. Zapier uses simple step-by-step workflows and doesn’t require coding.

What call information can I send to other apps?

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You can send caller details, call summaries, tags, booking info, and more.

Can I create multiple workflows?

Open FAQ

Yes. You can create different workflows for different call types or outcomes.

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