Im new,
AI works well when answering calls from new clients and collecting information. But how do I add the name, email, phone number, details, etc., to an email and send it?
Im new,
AI works well when answering calls from new clients and collecting information. But how do I add the name, email, phone number, details, etc., to an email and send it?
Here's how you can do it:
Trigger App: Select the AI calling service you're using (e.g., Twilio, JustCall, OpenPhone, or a custom webhook).
Trigger Event: Choose an event like "Call Completed" or "New Call Transcript."
Connect your account: Authorize Zapier to access your AI calling service.
Test Trigger: Ensure the call data (name, email, phone, details) is being pulled correctly.
If the AI call provides a transcript, you can use Zapier Formatter or ChatGPT in Zapier to extract details like name, phone, and email.
Action App: Choose "Gmail" (or Outlook, SMTP, or another email service).
Action Event: Select "Send Email."
Customize Email:
To: Enter the recipient’s email (e.g., your team or CRM).
Subject: "New Client Inquiry from {{Name}}"
Body:
Name: {{Name}} Email: {{Email}} Phone: {{Phone Number}} Details: {{Call Summary}}
Hi
What apps are you trying to use in the Zap steps? (screenshots)
flow is a customer calls the Ai receptionist.
They take the detail and send to outlook email.
Also book a meeting using Microsoft Bookings
Thankyou for the reply
Which specific AI receptionist app are you trying to use? (name / link)
Zapier has a reactionist AI
I have a number with Justcall that will point to Zapier .
the Zapier AI will answer the call hopefully make a booking using Microsoft Booking and send a email to Outlook.
Thanks for respond.
Sorry I'm very new so forgive me if i don't answer your questions correctly.
i still cant connect Justcall to Zapier.. i call the number and it does not connect to Zapier AI.
I followed the guides and linked the 2 together. i get “”please leave a message after the beep” i did not set that up]
You may want to consider hiring help to get your Zap configured.
There is a directory of Certified Zapier Experts: https://zapier.com/experts
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