AI Receptionist: 24/7 Call Answering Service logo
AI Receptionist: 24/7 Call Answering Service Updated August 04, 2026

Zapier integration: connect 6,000+ apps to My AI Front Desk

Zapier integration (directory overview)

Connect My AI Front Desk to 6,000+ apps with Zapier to automate follow‑ups, lead capture, reporting, and alerts—no code required. In minutes, sync call data to your CRM, notify teams in Slack/Teams, log QA records in Sheets/Airtable, create help desk tickets, and trigger reminders from appointments your AI receptionist books 24/7.

  • Popular triggers

  • Call Handled (caller info, duration, summary, transcript/recording URLs)

  • Lead Qualified (intake fields, tags, source)

  • Appointment Booked/Updated (contact, date/time, notes)

  • Voicemail Received (transcript/recording links)

  • SMS Received/Sent (message body, timestamps)

  • Popular actions

  • CRM: Create/Update Contact; add Note/Task (HubSpot, Salesforce, Attio)

  • Messaging: Send Channel/DM (Slack, Microsoft Teams)

  • Sheets/Databases: Create Row/Record (Google Sheets, Airtable)

  • Support: Create Ticket/Issue (Zendesk, Jira)

  • Reminders/Calendar: Create Event/Task (Google Calendar, Outlook)

  • SMS/Email: Send follow‑ups or confirmations

  • Top use cases

  • Auto‑log every call/SMS with transcript and recording links

  • Instantly notify on‑call channels for urgent/after‑hours tags

  • Attach call summaries to contacts and open follow‑up tasks

  • Create tickets when callers report issues or request service

  • Append compliance‑ready call logs for QA and analytics

Read the full setup guide and recipes below or jump to How to connect: How to connect in minutes.

Introduction

My AI Front Desk connects to Zapier so you can automate call follow‑ups, lead capture, reporting, and alerts across 6,000+ business apps—without code. Use it to push call transcripts into your CRM, DM on‑call staff for emergencies, and keep a clean activity trail in Sheets while your AI receptionist answers every call 24/7. For platform details, see the Features and AI Receptionist pages.

What you can automate with Zapier

  • CRM and marketing: create/update contacts, attach call transcripts/voicemails, add activities and tasks (e.g., HubSpot, Salesforce).

  • Team alerts: post urgent or after‑hours call notifications to Slack or Microsoft Teams with caller info and transcript excerpts.

  • Reporting and QA: log every call/SMS to Google Sheets or Airtable with links to recordings/transcripts for auditing.

  • Ticketing and service: open tickets in Zendesk, Jira, or your help desk when callers request support or report issues.

  • Calendars and reminders: auto‑create events, reminders, and follow‑ups based on booked or rescheduled appointments.

Event types you can send to Zapier (and typical fields)

When a call or message is processed, My AI Front Desk can generate notifications you can route through Zapier (via the native Zapier app where available, or via Email/Webhooks). Common event types and fields:

Event type Example fields available
Call handled Caller name, phone, timestamp, call duration, call summary, transcript URL, recording URL
Lead qualified Lead name, phone/email, qualification notes, source, tags/intake responses
Appointment booked/updated Contact, date/time, location/resource, notes, booking link
Voicemail received Caller, timestamp, transcript URL, recording URL
SMS received/sent Phone, message body, timestamp, conversation transcript URL

Notes: Transcripts, call logs, and voicemails are available in the admin dashboard and can be surfaced to Zapier workflows; availability of specific fields may vary by plan and configuration. See Privacy Policy for data handling.

Prerequisites

  • An active My AI Front Desk account (setup takes ~5 minutes).

  • A Zapier account.

  • Admin access to your CRM/help desk/Sheets/Slack workspace (to create or map fields).

  • Optional: a dedicated notifications inbox if you choose the “Email by Zapier” route.

Quick‑start recipes (copy‑and‑paste style)

Below are two ways to implement each recipe: (A) with the native Frontdesk Zapier triggers when enabled on your account; (B) universally via Email by Zapier (parsing notification emails) so you can start today.

1) Hub

Spot: create/update contact and attach the call transcript Goal: every qualified call becomes a HubSpot contact with a note containing the transcript and call summary.

A) Native app path

  1. Trigger: My AI Front Desk → “Lead Qualified” (or “Call Handled”).

  2. Action: HubSpot → “Create or Update Contact” (map Name/Phone/Email).

  3. Action: HubSpot → “Create Note” (include call summary and transcript URL; associate to the contact).

  4. Optional: HubSpot → “Create Task” for follow‑up if tag = urgent/after‑hours.

B) Email path (works in all accounts)

  1. Trigger: Email by Zapier → “New Inbound Email.” Point My AI Front Desk notifications to your Zapier inbox.

  2. Action: Formatter by Zapier → “Text (Extract)” to pull caller name, phone, and transcript/recording links.

  3. Action: HubSpot → “Create or Update Contact.”

  4. Action: HubSpot → “Create Note” with the extracted summary/transcript link.

2) Slack: DM the on‑call channel for urgent/after‑hours calls

Goal: instantly alert your team when a call is tagged urgent.

A) Native app path

  1. Trigger: My AI Front Desk → “Call Handled.”

  2. Action: Filter by Zapier → Only continue if Tags contains “urgent” or “after‑hours.”

  3. Action: Slack → “Send Channel Message.” Include caller, summary, transcript URL, and booking link (if any).

B) Email path

  1. Trigger: Email by Zapier → “New Inbound Email.”

  2. Action: Filter by Zapier → Subject or body contains “urgent” or “after‑hours.”

  3. Action: Slack → “Send Channel Message.” Paste parsed caller data and transcript URL.

3) Google Sheets: append a compliance‑ready call log

Goal: maintain a structured log with links to transcript/recording for QA and analytics.

Real estate CRM recipes (Follow Up Boss, kvCORE, Hub

Spot) Purpose-built, step-by-step Zap templates for real estate teams. Use these to auto-capture leads, send instant follow-ups, and keep your CRM updated with notes, tasks, and transcripts. For broader industry workflows, see our Real Estate section on the Industries page.

A) Follow Up Boss: New qualified lead → auto-SMS + book a tour

Goal: create/update the person in Follow Up Boss, log the call, text the prospect instantly, and drop a tour link.

Native app path

  1. Trigger: My AI Front Desk → “Lead Qualified.”

  2. Action: Follow Up Boss → “Create/Update Person.” Map name, phone, email; add tags (e.g., buyer/seller, source).

  3. Action: Follow Up Boss → “Create Note.” Include call summary + transcript URL; add property address/ID if captured.

  4. Action: Follow Up Boss → “Create Task.” Title: “Call/Text lead and confirm tour,” Due: Today, Assignee: Agent/ISA.

  5. Action: SMS by Zapier (or your SMS tool) → “Send SMS.” Message: quick thanks + tour booking link (Calendly/booking page).

Email path

  1. Trigger: Email by Zapier → “New Inbound Email” (route Front Desk notifications here).

  2. Action: Formatter → Extract name, phone, email, property details, transcript URL.

  3. Action: Follow Up Boss → “Create/Update Person.”

  4. Action: Follow Up Boss → “Create Note.” Paste the summary + transcript link.

  5. Action: SMS by Zapier → “Send SMS” with your tour link.

Pro tips

  • Use tags in Follow Up Boss (e.g., “hot-lead” or “after-hours”) to drive smart follow-up rules.

  • If you already use a tour scheduler, include its public booking link in the SMS step.

B) kvCORE: New lead → task + call summary note

Goal: keep agents accountable with an immediate task and a searchable note containing the call recap.

Native app path

  1. Trigger: My AI Front Desk → “Lead Qualified” (or “Call Handled” for all calls).

  2. Action: kvCORE → “Create/Update Contact.” Map core fields and lead source.

  3. Action: kvCORE → “Add Note.” Paste the call summary + transcript URL.

  4. Action: kvCORE → “Create Task.” Title: “Same-day follow-up,” Due: Today; assign to the lead owner.

Email path

  1. Trigger: Email by Zapier → “New Inbound Email.”

  2. Action: Formatter → Parse caller/contact fields and transcript URL.

  3. Action: kvCORE → “Create/Update Contact.”

  4. Action: kvCORE → “Add Note.”

  5. Action: kvCORE → “Create Task.”

Pro tips

  • Add property address/MLS in a custom note line to make it searchable inside kvCORE.

  • Use Filters in Zapier so only qualified/buyer leads create tasks.

C) Hub

Spot for RE: map property_id + attach transcript Goal: maintain a clean contact with a custom property_id field, plus a note containing the call summary and transcript.

Native app path

  1. Trigger: My AI Front Desk → “Lead Qualified.”

  2. Action: HubSpot → “Create or Update Contact.” Map property_id to a custom HubSpot property (create once in HubSpot: property_id, type = text).

  3. Action: HubSpot → “Create Note.” Insert call summary, transcript URL, and booking link if available; associate with the contact and company.

  4. Optional: HubSpot → “Create Task” for agent follow-up when tag contains “hot” or “after-hours.”

Email path

  1. Trigger: Email by Zapier → “New Inbound Email.”

  2. Action: Formatter → Extract property_id (from intake answers or subject), plus summary and links.

  3. Action: HubSpot → “Create or Update Contact” (map property_id to your custom property).

  4. Action: HubSpot → “Create Note.”

Pro tips

  • Standardize the Front Desk intake question for “Property ID/Address” so it’s consistently parsable.

  • Add a Filter step so only buyer/seller intents update the property_id. A) Native app path

  • Trigger: My AI Front Desk → “Call Handled.”

  • Action: Google Sheets → “Create Spreadsheet Row.” Columns:

  • Timestamp

  • Caller Name

  • Phone

  • Summary (short)

  • Transcript URL

  • Recording URL

  • Disposition/Tags

  • Duration (sec)

B) Email path

  1. Trigger: Email by Zapier → “New Inbound Email.”

  2. Action: Formatter by Zapier → parse fields.

  3. Action: Google Sheets → “Create Spreadsheet Row” (map parsed values).

How to connect in minutes

  1. In My AI Front Desk, verify notifications (transcripts, call logs, appointments) are enabled in your admin dashboard.

  2. In Zapier, create a new Zap and pick either “My AI Front Desk” (when enabled) or “Email by Zapier”/“Webhooks by Zapier” as the trigger.

  3. Test the trigger to pull a recent call or message.

  4. Add your destination app (HubSpot, Slack, Google Sheets, etc.), map fields, and test.

  5. Turn on the Zap; make a test call to confirm end‑to‑end delivery.

Security and data handling

  • Encryption: data is encrypted in transit and at rest; see our Privacy Policy for categories processed, retention, and rights (GDPR/CCPA).

  • Data minimization: only pass fields your workflow truly needs.

  • PHI/regulated data: My AI Front Desk does not advertise HIPAA certification in public plans; avoid transmitting PHI via Zapier unless you have a compliant setup and a signed BAA with all parties.

  • Access control: restrict Zapier and destination‑app access to least‑privileged users; audit periodically.

Pricing, plan notes, and limits

  • Core platform pricing starts at small‑business tiers with transparent overage billing; see Pricing (and detailed tiers at Pricing details).

  • Many accounts include 6,000+ integrations via Zapier; advanced analytics, APIs, and workflow depth vary by plan.

  • Minutes overage is billed at a transparent per‑minute rate on eligible plans. Confirm current rates on the pricing page.

  • Setup time: most customers launch in ~5 minutes; see the quick tutorial: Build and test your AI receptionist.

Trust badges (at‑a‑glance)

  • 24/7 answering with unlimited parallel calls (no busy signals).

  • 100+ premium AI voices and adjustable personality.

  • 6,000+ app connectivity via Zapier.

  • Call recording, voicemail transcription, and searchable transcripts available in the dashboard.

  • Transparent pricing; predictable minute overage.

  • Data encrypted in transit/at rest; GDPR/CCPA rights honored (see Privacy Policy).

FAQs

  • Do I need a developer? No—use Zapier templates. For complex stacks, your agency can white‑label and extend workflows; see White‑label.

  • Can I start before I have the native Zapier app? Yes—use Email by Zapier to parse notifications today, then switch the trigger to the native app later.

  • Where do I find transcript and recording links? In your admin dashboard call detail; include those URLs in Zap actions.

  • Will this affect call performance? No. Zapier runs after the call completes; the AI receptionist continues handling calls in parallel.

Implementation checklist

  • [ ] Decide destinations (CRM, Slack, Sheets).

  • [ ] Enable and test your trigger (native or Email/Webhook).

  • [ ] Map fields and sanitize PII where not needed.

  • [ ] Pilot with internal numbers; validate records/alerts.

  • [ ] Turn on Zaps and monitor for a week; add filters and retries as needed.

— Need help? Explore product capabilities on the Features page or contact support from your dashboard. For plan selection and overage details, see Pricing.