adaptlive
← Zapier Integration

Examples

Step-by-step guides for common automation workflows. Copy these patterns or adapt them to your needs.

1

Sync Calls to HubSpot

Automatically create or update HubSpot contacts when calls end, with call summary and transcript.

Call Ended→HubSpot: Find Contact→HubSpot: Create/Update Contact→HubSpot: Create Engagement

Steps

  1. Add the adaptlive trigger 'Call Ended'
  2. Add HubSpot action 'Find Contact' using the caller's phone number
  3. Add a Filter: Only continue if HubSpot contact was NOT found
  4. Add HubSpot 'Create Contact' with phone, and use adaptlive summary for notes
  5. Add HubSpot 'Create Engagement' to log the call with transcript link

Tips

  • Use Zapier Paths to handle found vs not-found contacts differently
  • Map the recording URL to a custom HubSpot property for easy access
2

Slack Alert on Missed Calls

Get instant Slack notifications when calls are missed so your team can follow up fast.

Call Missed→Slack: Send Channel Message

Steps

  1. Add the adaptlive trigger 'Call Missed'
  2. Add Slack action 'Send Channel Message'
  3. Choose your alerts channel
  4. Format the message with caller number and timestamp
  5. Optionally add a Filter to only alert during business hours

Tips

  • Use Slack's Block Kit formatting for richer messages
  • Include a callback button that opens the customer in adaptlive
3

Google Sheets Call Log

Maintain a spreadsheet log of all calls with summaries and key details.

Call Ended→Google Sheets: Create Spreadsheet Row

Steps

  1. Add the adaptlive trigger 'Call Ended'
  2. Add Google Sheets action 'Create Spreadsheet Row'
  3. Select your logging spreadsheet and sheet
  4. Map columns: Date, Time, Direction, From, To, Duration, Summary
  5. Enable the Zap

Tips

  • Create a template spreadsheet with column headers first
  • Use Zapier Formatter to convert duration from seconds to MM:SS
4

Create Asana Tasks from Voicemails

Turn voicemails into follow-up tasks assigned to the right team member.

Voicemail Received→Asana: Create Task

Steps

  1. Add the adaptlive trigger 'Voicemail Received'
  2. Add Asana action 'Create Task'
  3. Set the task title: 'Callback: [caller phone]'
  4. Add the voicemail transcript to the task description
  5. Set due date to today and assign to your callback team

Tips

  • Include the recording URL in the task for easy playback
  • Use Asana tags to categorize by urgency based on transcript keywords
5

Import Jobs from Google Sheets

Create adaptlive work records from spreadsheet rows for bulk job imports.

Google Sheets: New Spreadsheet Row→adaptlive: Find Person→adaptlive: Create Work Record

Steps

  1. Set up a Google Sheets trigger on your import spreadsheet
  2. Add adaptlive 'Find Person' using the customer phone from the sheet
  3. Add adaptlive 'Create Work Record' action
  4. Map: kind=JOB, title from sheet, personId from Find Person step
  5. Map scheduling columns to scheduledStart/scheduledEnd

Tips

  • Use Zapier Formatter to convert date formats to ISO-8601
  • Add a 'Processed' column to your sheet to track imported rows
6

SMS Auto-Response for After Hours

Automatically reply to texts received outside business hours.

SMS Received→Zapier Filter→adaptlive: Send SMS

Steps

  1. Add the adaptlive trigger 'SMS Received'
  2. Add Filter: receivedAt is after 6pm OR before 8am
  3. Add adaptlive 'Send SMS' action
  4. Set 'to' as the original sender's number
  5. Set message: 'Thanks for reaching out! We're currently closed...'

Tips

  • Use Zapier's Schedule feature for more precise business hours
  • Include your next available time in the auto-response

Build Your Own

These examples are starting points for teams with access to the invite-only adaptlive Zapier app. Combine its triggers, actions, and searches with the other apps in your Zapier workspace.

Request Zapier accessBrowse All Triggers
Connectors →← Actions

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