Zapier
Customer-owned Zapier workflow
Recommended route
What it does
A customer-owned Zap can create a shopVOX sales lead with the caller and call summary.
Before you start
The exact shopVOX pipeline name is required. Sign dimensions, materials, quantity, and deadline are not in the normal call event and need a separate intake step. This creates a sales lead, not an order or production job.
What it does not do
The exact shopVOX pipeline name is required. Sign dimensions, materials, quantity, and deadline are not in the normal call event and need a separate intake step. This creates a sales lead, not an order or production job.
Set it up
- Install the private First AI Employee app in Zapier.
- Choose New Lead, then shopVOX Create Sales Lead.
- Choose the exact pipeline and map caller and summary fields. Add sign specifications only after a separate intake step supplies them.