Streamline Your Business: Automate Phone Calls with Zapier Upon Form Submission

In today's fast-paced digital environment, responsiveness can set your business apart. One way to ensure prompt communication is by automating phone calls after an application form is submitted on your website. This can be smoothly accomplished using Zapier, a powerful tool designed to connect your apps and automate workflows.

Zapier acts as a bridge between your website form and phone call application, such as Twilio, allowing for an automated call to be generated immediately after form submission. Integrating this into your business process is relatively straightforward and doesn’t require any coding expertise.

To begin with, you’ll need accounts for Zapier and a phone call service that supports Zapier integrations. Assuming you have these set up, the following steps will guide you through the automation process:

1. Create a New Zap: Log in to your Zapier account and click on the 'Make a Zap' button.

   
   



2. Set Up the Trigger:
   a. Choose your form application, such as WordPress or Contact Form 7, as the trigger app.
   b. Select the event that causes the Zap to run, like 'New Form Submission'.
   c. Connect your form by logging in to your account within Zapier, so it has access to your form submissions.

   
   



3. Test the Trigger: Follow prompts to test and ensure that Zapier can detect new form submissions from your website.

   
   

1. Set Up the Action:
   a. Choose your phone call service, like Twilio, as the action app.
   b. Select 'Make a Call' as the action to be performed.
   c. Connect your phone call service account, and customize the details of the call, such as the voice message or the number to dial.

   
   



2. Map Form Data to the Call: Specify details such as the recipient's phone number and the message using data pulled from the submitted form.

   
   



3. Test the Action: Conduct a test to verify that a call is placed successfully when a form is submitted.

   
   

1. Turn on Your Zap: Once you’re happy with the setup, turn on your Zap. Subsequent form submissions will now trigger automated phone calls, allowing for instant engagement with your clients or customers.

By using Zapier to automate phone calls after a form submission, your business can efficiently manage lead generation, customer service, and other communication tasks.

In addition to improving response times, this automation strategy can lead to more satisfied customers and potentially, a higher conversion rate. Automation through Zapier, therefore, not only propels business productivity but also supports your growth and customer relationship goals.