With Upfirst and Zapier together, you can free up much-needed time, saving yourself from the manual work of inputting caller information into your software tools. With a process called Zaps, Zapier lets you automate your lead intake process without knowing a single line of code.

Ready to automate lead qualification like a pro? Let’s put together our first Zap.

In the example below, we’ll create a Zap that adds new lead information into a Google Sheet.

1. Login to Zapier or create a Zapier account

Login to your Zapier or create a new account if you haven’t already done so. In the top search bar of the Home dashboard, type in Upfirst and search, or click here. Then, click on Connect Upfirst.

2. Login to Upfirst

On the next page, you’ll be brought into the Zap workflow. Click on the first step of your Zap to bring up the side menu. Navigate to the Account section, where you’ll be prompted to connect and sign in to your Upfirst account.

(You can also login to Upfirst by going to your Home dashboard on Zapier, and finding Apps on the side menu to the left.)

3. Make a Zap now that Upfirst is connected.

With Upfirst connected, we can now start on our Zap automation! Let’s go.

4. Select a trigger

This is how you will trigger the workflow you want. For this example, we’ll input lead information into a Google Sheet immediately after a call is completed so we can conveniently keep track of caller data.

First, choose the App. For this case, choose Upfirst.

Second, choose your Trigger event, which will be Call Completed for this use case. Then, hit continue.

5. Test trigger

You will be prompted to test the trigger to make sure everything is connected correctly. Once it goes through, you’ll be prompted with the next step.

6. Choose an action app

Similar to Step 2, you’ll want to choose an App and sign in to an Account. Since we’re inputting our lead data into a Google Sheet, we will select Google Sheets for the App, and then sign into our account.

This is how we connect Upfirst with our CRM tools through Zapier.

7. Select the action event

What do you want to automate? Click on Action event and select what you want to automate. To continue along with this setup, select Create Spreadsheet Row.

(Be sure to have a Google Sheet already created for this step. For practice, you could make a new sheet titled “New Lead” to follow along with us.)

8. Configure the action step

This step is very important. This is where we configure what collected information goes into the column we want.

For Drive: Select your Google Drive

For Spreadsheet: Select the spreadsheet you want to record information on. Ours is titled “New Lead”.

For Worksheet: Select the title of your worksheet. The default is usually “Sheet1” and can be found at the bottom of your Google Sheet. We’ve titled ours as “Upfirst leads.”

After you’ve selected your Worksheet, Zapier will display your column titles from the Google Sheet. For the sake of simplicity, we’ve titled ours Call ID, Phone Number, Start date time, and Summary.

(You can add Email, Home address, and whatever important information you want to collect on your sheet.)

For Call ID: Select the Provided Name.

For Phone Number: Select Provided Phone.

For Start Date Time: Select Start Date Time.

For Summary: Select Call Summary.

Then, press continue.

9. Test your Zap

We’re almost there! Now that we’ve configured what data to collect and where to input it, we can hit Test step to ensure everything’s working smoothly.

10. Publish your Zap

Once everything is connected as it should be, publish your Zap and go live! Now, whenever someone calls your business, your receptionist at Upfirst will collect the important information and instantly pass it to your CRM tools.

11. Make a test call

If you really want to see your new Zap in action, go back to your dashboard in Upfirst. Start a test call with your AI virtual receptionist and have it gather the information you want to collect, and then watch the magic happen!

Once the call has ended, Zapier will send the information into Google Sheets, saving you time and producing a more efficient workflow.

12. Break out in song and dance (totally optional)

Obviously not required, but we’re really excited to have made our first Zaps together.

I’m sure your mind is already running away with the possibilities, but from here on out, what you can do with Upfirst and Zapier is nearly limitless. You’ll effortlessly capture more leads while saving more time and money.