How to connect Zapier with Bookipi AI Receptionist
Learn how to connect Zapier with Bookipi AI Receptionist in a few simple steps below to automate and streamline your workflow.
Step 1: Click ‘Receptionist’.
On the left panel of your dashboard, click ‘Receptionist’.
Step 2: Click ‘Settings’.
In the top-right corner of your screen, click ‘Settings’.
Step 3: Select ‘Zapier’.
Under Integrations on the left-hand menu, select ‘Zapier’.
Step 4: Click ‘Connect’.
In the top-right corner, click ‘Connect’.
Step 5: Log in to Zapier.
Enter your Zapier credentials to log in.
Step 6: Choose a trigger event.
Select the trigger you want for your workflow, such as 'New Call' or 'Booking Complete'.
Step 7: Add your Bookipi account.
Connect your Bookipi AI Receptionist account to Zapier by entering your email in the Account field.
Step 8: Enter the access code.
A new window will appear prompting you to enter an access code. On your Bookipi AI Receptionist Settings page, click 'Copy' to copy the code.
Then paste it into the corresponding field in Zapier.
Once completed, you can now configure your workflow and choose the app to which your Bookipi AI Receptionist call data will be automatically sent.
Common FAQs about how to connect Zapier with Bookipi AI Receptionist
Q: What is Zapier and why should I connect it to Bookipi AI Receptionist?
A: Zapier is an automation platform that connects apps and services without coding. By connecting it to Bookipi AI Receptionist, you can automatically send call data to your preferred apps, such as CRMs, spreadsheets, or notification tools.
Q: What trigger events can I use with Bookipi AI Receptionist in Zapier?
A: You can choose triggers such as 'New Call' or 'Booking Complete' to initiate workflows in your connected apps.
Q: What if the integration doesn’t work or I encounter errors?
A: Ensure your access code is correct and your Bookipi and Zapier accounts are active. If issues persist, contact Bookipi support at support@bookipi.com for assistance.
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