How to Set up Telzio Integrations with Zapier
Step-by-step guide on how to integrate Telzio with 1000s of other apps using Zapier.
What is Zapier?
Zapier is a tool for integrating the different web services you use every day using a simple interface. That means that, without knowing how to code, you can use Zapier to connect your phone system to any of the 1000+ integrated apps together to make your own custom automated work flows.
What You Can Do with Telzio and Zapier
Telzio integrations via Zapier enables you to connect your phone system seamlessly with the applications your business relies on daily. Rather than juggling multiple apps and manually entering information, Zapier instantly automates your processes.
With Telzio integrated through Zapier, you can:
- Automatically create support tickets from incoming calls or SMS messages.
- Instantly log call data and notes into CRM platforms like Salesforce or HubSpot.
- Simultaneously send notifications and alerts to team members via email or messaging apps.
- Send missed call alerts and voicemail notifications to Slack.
- Create and update Google Sheets, calendars, or notes based on phone activity.
Related: How to send Telzio Alerts to Slack
How to connect Zapier to Telzio
The first thing you will need to do in order to begin integrating your apps with Telzio through Zapier is to create a Zapier account. You will also want to make sure that you are logged into Telzio as an administrator.
Once you’ve created a Zapier account, log in and type Telzio into the search bar. Click on the Telzio logo. From there, you can select all of the Zapier-compatible apps you want to connect to Telzio.
Select your Trigger. This is the event within Telzio which will kick off your automation flow.
Select your Action. This is what you want to happen when your trigger occurs.
Now that you've selected your apps, trigger, and action, click Make a Zap!
Connect your newly created Zap to your Telzio account
Authorize Zapier to access your Telzio data
Test your Zap! Just click Test to see if you get a Successful response.
Click Save + Continue and you're almost there!
Customization! Here you can set any number of parameters, such as whether you want the Zap triggered by inbound or outbound calls, as well as a variety of other settings.
Testing! When you create your Zap, Zapier will need you to test it for functionality before it is finalized. You can choose from a recent event that matches whichever trigger you selected (such as New Call), and hit continue.
Now that you've told your Zap what app will be sending it triggers, and what app those triggers activate, you need to define specifics for the action app itself. The options available to you will vary depending on which action app you've selected.
Once you've selected all of your custom options for your action app, Zapier will have you test the Zap to make sure it works before activating it.
You're done! All you have to do now is name your Zap and you are ready to go!
