Zapier allows you to link different programs (apps). This is a form of automation: you set something up once and it continues to work. For example: if X occurs, Y happens. In other words: a piece of manual work disappears.
Whereas your call data was previously only accessible within our My Rinkel platform, you can now also link this with, for example, Salesforce, HubSpot, Google Sheets, Word, MailChimp, Outlook, your calendar and much more.
We answer all your questions about Zapier in this article:
The automation possibilities are almost endless within Zapier. What you can automate depends on the systems you use and what you want to use the call data for. We recommend that you first check if your software packages are available within Zapier and if your wishes are feasible.
Within Zapier, there are more than 4,000 apps that you can connect to. The most relevant links for your My Rinkel call data are:
CRM systems (Salesforce, HubSpot)
Spreadsheets (both Google Sheets and Excel
Project management systems (such as Asana, Trello or Monday)
Arthur's hot tip: You can also build your own dashboards with the available data, for example with Google Data Studio. Easy to link with Google Sheets.
Rinkel connects to Zapier;
Zapier connects to your CRM.
The data is then processed as follows (example: incoming call):
Incoming call comes in (“trigger”);
The data is sent from the Rinkel platform to Zapier;
Zapier forwards the data to your “action” (e.g. your CRM system);
The incoming call data is now in your CRM system.
Rinkel cannot offer support on building Zaps, or linking for example your CRM system.