Zapier integration allows you to connect CallHub to any other app through zaps. For example a Press-1 lead from CallHub can be a contact in Zoho CRM. A new contact added in Typeform become an agent in CallHub.

• Create an Agent in CallHub using Typeform and Zapier Integration.

• Create an Entry in Spreadsheet for Press 1 Lead using Google spreadsheet and Zapier Integration.

• Send Email for Notes created in Call Center campaign using Gmail and Zapier Integration.

Create an Agent in CallHub using Typeform and Zapier Integration

• Go to Integrations in the menu bar.
• In the Zapier Integration section, click on Typeform+Callhub zap.

• Login to Zapier and start the zap setup.
• Choose the Trigger App. Here we select 'Typeform'. You can select any other similar app also.

• Select the Typeform Trigger as 'New Entry'.
• Click on 'Save+Continue'.

• In next step, connect to Typeform account.
• Enter the Api key. To get Api key click on the link 'account page'.

• You should have an Agent typeform Entry form created in Typeform App. Checkout an example Agent form in the screenshot below
• Select the Typeform Entry form. Click on continue.
• Test the Typeform step.

• Choose the Action App as CallHub.

• Select the type of CallHub Action.
• In next step, connect to the CallHub Account.

• Setup the agent name and email Id fields from the Typeform fields.
• Click on 'Create&Continue' to create test agent and continue.
• You can find the new agent is created in CallHub.

• In the screenshot below, checkout the example agents created with Typeform.
• The same agents were created in CallHub by the zap.

Create an Entry in Spreadsheet for Press 1 Lead using Google spreadsheet and Zapier Integration.

• Login to Zapier. Create a new zap.
• In the Trigger App select CallHub.

• Select the CallHub Trigger. In this case select 'New Press-1 Lead'. Click on Save+Continue.
• In next step, connect to your CallHub account and click on Continue.
• Check that the connection Test is successful.

• Now choose the Action App. Here we are selecting 'Google Sheets'. You can also choose other Apps and CRM's like Zoho CRM, Salesforce etc. as required.

• Select the action to occur on Trigger. In this case we are selecting to create a new row in spreadsheet. Click on Save+Continue.
• In next step, connect to your Google account. Click on Continue.

• Setup your Google sheets. According to Zapier requirement, the sheet should have headers in the first row and one row of data added to it.

• Setup the Action Template by inputing appropriate data. Checkout the screenshot for example data. Once setup done, click on Save+Continue.
• In the next step, Test the connection and data input to the sheet.

• Finish the setup and turn your Zap on.
• In the screenshot below, checkout the example Lead data added to the sheets.

Send Email for Notes created in Call Center Campaign using Gmail and Zapier Integration

• Login to Zapier. Create a new zap.
• In the Trigger App select CallHub.

• Select the CallHub Trigger. In this case select 'New Note Added'. Click on Save+Continue.
• In next step, connect to your CallHub account and click on Continue.
• Check that the connection Test is successful.

• Now choose the Action App. Here we are selecting 'Gmail'. You can also choose other Apps as required.

• Select the action to occur on Trigger. In this case we are selecting to Send Email. Click on Save+Continue.
• In next step, connect to your Google account. Click on Continue.

• Setup the Action Template by inputing appropriate data. Checkout the screenshot for example data. Once setup done, click on Save+Continue.
• In the next step, Test the connection and data input to the sheet.

• Finish the setup and turn your Zap on.
• In the screenshot below, checkout the example Email send with Notes data.