What Zapier Does
Think of Zapier as a bridge between CloseTheCall and everything else you use:Lead to Google Sheets
Every new lead automatically appears as a new row in your spreadsheet.
Lead to Slack
Get a Slack notification in your team channel whenever a new lead comes in.
Appointment to Trello
New bookings create a Trello card on your job board automatically.
Lead to Mailchimp
New leads get added to your email marketing list for follow-up campaigns.
Available Events
CloseTheCall sends these events to Zapier:| Event | When It Fires |
|---|---|
lead.created | A new lead is captured by the AI during a call |
appointment.booked | An appointment is booked (by AI or manually) |
call.completed | A call finishes (includes duration, summary, outcome) |
lead.updated | A lead’s status or details change |
How to Set Up
Get your webhook URL from CloseTheCall
Go to Integrations in the sidebar. Find the Zapier card and click Connect. You’ll see a webhook URL and a secret key. Copy both.
Create a Zap in Zapier
Log into zapier.com and click Create Zap.
Set the trigger
For the trigger app, choose Webhooks by Zapier. Select Catch Hook as the trigger event. Zapier will give you a webhook URL — copy it.
Paste the Zapier URL into CloseTheCall
Back in CloseTheCall, paste the Zapier webhook URL into the Webhook URL field on the Zapier integration card. Click Save.
Test the connection
Click Send Test in CloseTheCall. Go back to Zapier and click Test trigger. You should see sample data from CloseTheCall appear.
Set up your action
Choose what happens when the event fires. For example: Google Sheets > Create Spreadsheet Row. Map the fields (name, phone, service, etc.) to your spreadsheet columns.
Example: New Lead to Google Sheets + Slack
Here’s a practical example that many of our customers use:Action 1: Google Sheets — Create Row
Adds a new row with the lead’s name, phone, email, service needed, temperature, and timestamp.
Data Fields Available
When CloseTheCall sends data to Zapier, these fields are included:| Field | Description | Example |
|---|---|---|
name | Customer’s name | Sarah Johnson |
phone | Phone number | +447700900123 |
email | Email address (if provided) | sarah@email.com |
service | What they need | Boiler repair |
temperature | Lead score category | HOT |
score | Numeric score (0-100) | 85 |
summary | AI summary of the call | Customer has a leaking boiler, needs urgent repair |
businessName | Your business name | Smith Plumbing |
timestamp | When it happened | 2026-03-15T10:30:00Z |
How to Disconnect
Go to Integrations, find the Zapier card, and click Disconnect. This removes the webhook URL so events will no longer be sent to Zapier. Your Zaps in Zapier will stop receiving data but won’t be deleted.Do I need a paid Zapier account?
Do I need a paid Zapier account?
Zapier’s free plan includes 100 tasks per month and 5 Zaps. That’s enough for most small businesses getting started. If you receive more than 100 leads/month, you’ll need a paid plan.
Can I use this with Make (formerly Integromat)?
Can I use this with Make (formerly Integromat)?
The webhook system works with any service that can receive webhooks, including Make, n8n, and Pipedream. The setup is similar — use a Catch Webhook trigger and paste the CloseTheCall webhook URL.
Events aren't coming through to Zapier
Events aren't coming through to Zapier
Check three things: (1) The webhook URL is correct in CloseTheCall. (2) Your Zap is turned on in Zapier. (3) Try clicking Send Test in CloseTheCall to trigger a test event. If you still have issues, disconnect and reconnect the integration.