Zapier integration with a phone system

Setup guides / Zapier

Zapier is an integration tool that connects different web applications, allowing them to interact with one another.

Integration features:

Integration with all notifications for incoming and outgoing calls, including call initiation, answer, end, and missed calls;
Call recording transfer;
The ability to set up callback calls based different triggers available in Zapier;
Incoming SMS transfer.

Integration features with Teamsale CRM

Creating new leads and updating existing ones;
Creating new clients and updating existing ones;
Adding information to the client’s feed;
Adding new tasks and updating existing ones;
Integration with Facebook Messenger;

Examples of how to use Zapier’s features.

Setting up a communication channel with clients using Teamsale - Zapier - Facebook Messenger▾

On the Facebook side, you need to have a Facebook Page created with a message button enabled to communicate with page visitors. For example, if you have a page dedicated to selling children’s clothing and a potential customer sends you a message, Teamsale will create a lead based on that message. You can then communicate with the customer directly through your Facebook Page

Setting up message transfer from Teamsale to Zapier and from Zapier to Facebook Messenger

1. Log in to your Zapier account and select Create Zaps. In the Trigger section, find and select the Zadarma application.

In the Event field, select the event that will trigger the action "Notify to Facebook Messenger" and then click Continue.

In the second tab, click the Sign in button. A window will appear for you to enter the token to connect with your Zadarma account. In your Zadarma account, go to Settings - Integrations and API enable the Zapier integration, and copy the token.

In the Zapier window that asks "Allow Zapier to access your Zadarma Account?", paste the token and click Yes, Continue to Zadarma and then click Continue in the trigger setup window.

In the third tab, Test, click Test Trigger. Once the test is complete, click Continue with selected record.

2. In the next window, select Facebook Messenger as the application for the Action block.

In the Event field, select "Send Message from Page" and then click Continue.

In the second tab, Account, click the Sign in button to log in to your Facebook account. After authorization, click Continue.

Next, in the Actions tab, select the following values:

Page - select your Facebook page.

Recipient id - PSID (page-scoped user ID)

Text - Message text

Then click Continue.

In the final tab, Test, click Skip test and then Publish. A message will appear confirming the successful creation of the Zap. You can close this message and proceed to the next setup stage.

Setting up message transfer from Facebook Messenger to Zapier and from Zapier to Teamsale.

3. Create Zaps. In the Trigger section, find and select the Facebook Messenger application.

In the Event field, choose the event that will trigger the action - New Message sent to Page and then click Continue.

In the Account tab, click Continue. In the Trigger tab, select your Facebook Page from the Page field and click Continue. In the final tab, Test, click Test trigger then Skip test and finally click Continue.

4. In the next window, select Zadarma as the application for the Action block.

In the Event field, choose the action Notify From Facebook Messenger and click Continue.

In the Account tab, click Continue. In the Actions tab, select the following values:

Facebook Messenger PSID - Sender Psid

Message text - Message text

Sender full name - Sender Full Name

Time - Time

Then click Continue.

In the final tab, Test, click Skip test and then click Publish.

The Zap has been published. Go to the Zaps section, refresh the page, and ensure that both Zaps are created and enabled: one for messages from Teamsale to Facebook, and the other for messages from Facebook to Teamsale. For convenience, you can rename the created Zaps or keep the default names.

Setup is complete.

When a visitor to your Facebook Page sends you a message, a lead will be created in Teamsale under the Raw section. Any Teamsale user can then take ownership of the lead and continue the conversation with the client directly from the lead's card, in the Chats tab. You can also receive notifications about new messages in the notification center in the top left corner of the page.

Setting up a communication channel with clients using Teamsale - Zapier - Facebook Messenger▾

Integration with Gmail: Sending an email about a missed call in the PBX ▾