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OpenPhone: App spotlight

How this app makes communication easy

By Ellie Huizenga · April 30, 2021
Openphone app logo on a purple background.

We've all had that moment when we think there must be a better way to manage our work calls. Between support messages that go unanswered to missed calls with new leads—figuring out how to better manage your work communications is a must

Fortunately, OpenPhone thought the same thing and set out on a mission to help people efficiently manage their business communication system. 

OpenPhone origins: Rethinking the phone experience

Up until the not-too-distant past, we were all still using desk phones with a rotary dial. The most you could do was make a phone call, and we still didn't have a concept of voicemail, texting, or *gasp* knowing who was calling (because there was definitely no caller ID).

Fast forward to the 2010s, and smartphones were ubiquitous. Founded in 2018, OpenPhone decided to take the business phone evolution a step further by helping you also organize contacts, track communications, and set auto-replies in a whole new way. 

Did you know? You can keep your phone number when moving overseas. By porting your phone number to a virtual phone service provider (like OpenPhone), you can still use your phone wherever you have an internet connection, no matter where in the world you are.

OpenPhone in action: Your phone is more than just a calling device

OpenPhone is a virtual phone service provider (VoIP) that modernizes the business phone system through calling, messaging, contact management, and team collaboration. 

When you download OpenPhone onto your smartphone, you can make calls from anywhere and also record those conversations. That way, you don't have to stress about remembering every single detail during a call.

With OpenPhone, you can also send files, photos, videos, and GIFs. As a lightweight customer relationship manager (CRM), OpenPhone also lets you organize contact details and keep your team informed by tagging them in contact notes. 

Fave feature: Go on undisturb or set your business hours. That way, you can intentionally find some peace and quiet—whether it's for a quick nap or heads-down work. 

Acceleration through automation: Popular OpenPhone workflows

OpenPhone allows you to streamline your communication with clients and customers. By pairing Zapier and OpenPhone together, you can automate work across all your platforms, saving you time by minimizing manual tasks. With our automatic workflows—called Zaps—you can automatically update contacts, send messages, and more. To get started, here are a few of our most popular workflows:

OpenPhone founders use Zapier to save hours on repetitive tasks. Read more about how they sleep better at night thanks to automation. 

Trigger OpenPhone SMS messages when new Typeform forms are filled out

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  • OpenPhone logo
Typeform + OpenPhone
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    This Zapier integration will automatically send an SMS message from your OpenPhone number whenever a new entry is made on Typeform. Whether you want to send a quick confirmation to clients or prospects, this Zap lets you do it without any effort.

    Log new incoming OpenPhone text messages in Google Sheets rows

    • OpenPhone logo
    • Google Sheets logo
    OpenPhone + Google Sheets
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      Want to have a record of all text messages you've received without copying and pasting them by hand? This integration will automatically add every new incoming OpenPhone text message to Google Sheet as a new row, allowing you to have an archive of all messages you've received.

      Send OpenPhone SMS messages for new Calendly events

      • Calendly logo
      • OpenPhone logo
      Calendly + OpenPhone
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        Reduce the number of no-shows by sending a confirmation SMS message for every appointment you book with clients or potential clients. Zapier's OpenPhone integration can send these SMS notifications on your behalf, automatically. Set up this Zap, and whenever a new appointment is booked in your Calendly account, Zapier will send a text message to the person you're meeting with.

        Create ClickUp tasks for newly-missed OpenPhone calls

        • OpenPhone logo
        • Filter by Zapier logo
        • ClickUp logo
        OpenPhone + Filter by Zapier + ClickUp
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          Never miss a follow-up. This integration will create a new ClickUp task with the details of the missed call. Set up with Zap, and whenever you get a missed call, Zapier will automatically create a new task for you in ClickUp.

          Store new OpenPhone call recordings to rows in Google Sheets

          • OpenPhone logo
          • Google Sheets logo
          OpenPhone + Google Sheets
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            Listening to your own calls is the first step towards improving how you talk to customers or prospects. If you're a team leader, listening to your team's calls allows you to coach your team and improve overall performance. This integration can save and log your call recordings as soon as they become available, automatically. Set up this Zap, and whenever a new call recording is available, Zapier will log it in a row in a specified Google Sheets spreadsheet.

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