CallHub Documentation

Welcome to the CallHub documentation. You'll find comprehensive guides and documentation to help you start working with CallHub as quickly as possible, as well as support if you get stuck. Let's jump right in!

Get Started    API

How to integrate with Zapier

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

  • 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.