Capture call information in Google Sheets via Zapier

  • Updated

This guide shows you how to set up an inbound call integration between Zapier and Synthflow. By following these steps, you can automate the process of handling inbound calls and trigger specific actions in Synthflow whenever a call is received.

 

 

Tip: Here we will be using an inbound agent to capture the transcript in a Google sheet.

An inbound agent accepts calls on your behalf.

 

You will need, the Model ID, and a location to send the transcript.
You can also format this information to only collect some information.

    1. Click here
      Click location
    2. Click here
      Second click location
    3. Here we will get the phone number, and transcript
      Phone number and transcript location
    4. You will also need the Model ID from your Inbound agent
      Model ID location
    5. To start click on the trigger step, and add a Synthflow trigger, Currently we only have one trigger and that is "Phone call Completed"
      Trigger step
    6. Once here, make sure to connect your Synthflow account.

      Click Continue
      Continue button
    7. Next find the model number in Synthflow of the Inbound Model ID you want to collect the data from
      Model number selection
    8. Test the step to pull in a call transcript from a previous call
      Test step

Alert: You will need to make a test call to get transcript data so please call the agent first before testing the step.

    1. Once you have a test call you will see a few pieces of information that you can choose to collect
      Information collection

Tip: In this tutorial we are only moving the Transcript but you can collect any piece of information here and move it anywhere else.

    1. Next click on the spreadsheet
      Spreadsheet selection
    2. Make sure the Spreadsheet is connected correctly and choose "Create spreadsheet row"
      Create spreadsheet row
    3. Configure the details in the configure section using the plus buttons on the boxes to enter information from previous steps
      Configure details

Tip: The variables "Number" and "Transcript" here are from inside Google sheets.

The first row of the google sheet is where you fill these out to get them inside of Zapier.

  1. Next click test
    Test button
  2. Once you test this it will move the information over to Google sheets
    Information transfer
  3. And it will show up like this
    Final result

Tip: To get Name or other variables from an inbound agent you can use an Information extractor and the prompt to get the agent to ask the persons name and pass it as a variable!

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