Following up on customer inquiries used to take too much manual data entry and days just to get a call back, the standard now? Instant and automated.

Building instant, automated call operations is now easier when building with Retell AI and Zapier. Automate mission critical call operations like reaching out, booking, and qualifying customers with a single AI voice agent.

In this guide, you’ll learn how to connect your Retell AI voice agents to Zapier, so you can engage customers instantly while capturing structured data for seamless, automated follow-up.

Explore Retell AI x Zapier Integration →

What Is Zapier and How Does It Work with Retell AI Voice Agents?

Zapier is a no to low code workflow automation platform that connects thousands of tools like Airtable, Gmail, Slack, and your CRM, allowing businesses to automate repetitive workflows without developer resources.

By integrating Retell AI voice agents with Zapier, your team can:

• Trigger instant AI voice agent phone calls when a customer submits a form.
• Retrieve call summaries, transcripts, and call IDs automatically.
• Log conversation data into Airtable, Google Sheets, or your CRM.
• Send immediate email notifications to your team after calls.
• Build scalable workflows powered by AI voice agents without engineering bottlenecks.

This integration lets your voice AI agents handle customer conversations as soon as forms are submitted, ensuring no lead or inquiry is left waiting.

Benefits of Using Retell AI Voice Agents with Zapier

• ‍Real-Time Customer Engagement: Your AI voice agents call customers instantly while interest is high.‍
• Structured Data Capture: Automatically log call transcripts and summaries for organized follow-up.‍
• No-Code Simplicity: Build and launch AI-powered workflows without developer support.‍
• Enhanced Customer Experience: Retell AI voice agents deliver human-like, friendly conversations instead of rigid IVR experiences.‍
• Scalable Automation: Handle hundreds of calls with your voice AI agents, reducing manual workload for your team.

How to Automate Calls with Retell AI Voice Agents and Zapier

Step 1: Prepare Your Environment

• Zapier account
• Your database (e.g., Airtable, Google Sheets)‍
• Access to your Retell AI dashboard with an AI voice agent published
• Your email account (e.g., Gmail).

Step 2: Create a Trigger for Form Submissions

1. In Zapier, create a new Zap.

2. Select your form tool (Airtable, Google Forms, Typeform) as the trigger app.

3. Choose the trigger event (e.g., “New Record”).

4. Test the trigger to ensure Zapier detects new submissions accurately.

Step 3: Trigger an AI Voice Agent Call

1. Add the Retell AI action “Make a Phone Call.”

2. Set your Retell AI voice agent’s phone number as the “From” number (find it in your Retell dashboard).

3. Use the customer’s phone number from your form as the “To” number.

4. Pass dynamic variables (e.g., name, event type) using double brackets ({{variable}}) to personalize your AI voice agent’s script.

5. Test this step to confirm your Retell AI voice agent initiates the call correctly.

Step 4: Retrieve Call Details from Your Voice AI Agent

1. Add the Retell AI action “Get a Call.”

2. Use the call ID from the previous step to fetch call summaries and transcripts from your voice AI agent.

3. Test to ensure Zapier retrieves the call data accurately.

Step 5: Update Your Database Automatically

1. Add your database app (e.g., Airtable: “Create Record”) as the next action.

2. Choose your dedicated table for logging call data.

3. Map fields like call summary, call ID, and transcript.

4. Test to confirm new call records are created automatically.

Step 6: Send Email Notifications After Each Call

1. Add Gmail (or your email service) as the final action.

2. Compose an email using dynamic call data from your voice AI agent’s summary.

3. Test to ensure you receive an email notification after every call.

Example Workflow in Action

Your customer submits an event inquiry form:

• Your Retell AI voice agent immediately calls the customer, confirming event details like date, time, and guest count.
• The call transcript and summary are logged automatically in Airtable for your records.
• Your team receives an email summarizing the call for immediate, informed follow-up.

No manual dialing. No missed leads. Just seamless, AI voice agent-powered engagement.

Advanced Use Cases for Voice AI Agents

Retell AI voice agents paired with Zapier can also:

• Follow up on sales leads instantly.
• Confirm or reschedule appointments automatically.
• Collect context for support tickets before routing them to your team.
• Send post-call SMS follow-ups or Slack notifications for visibility.

Prefer to watch?

Check out our community member's full Zapier tutorial on this workflow to build your first voice AI agent powered automation in minutes.

Ready to Automate with Retell AI Voice Agents and Zapier?

Start converting form submissions into instant, personalized conversations with AI voice agents using Retell AI and Zapier.

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