Popular ways to use OpenPhone workflows

• Trigger OpenPhone SMS messages when new Typeform forms are filled out

  

  by Zapier

  Zapier

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  Typeform, OpenPhone

  Typeform + OpenPhone

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Create or Update Contact

  3. 

     Then do this

     Step 3: Send a Message

  See Zap detailsTry it

  Trigger OpenPhone SMS messages when new Typeform forms are filled out

  

  by Zapier

  Zapier

  Trigger OpenPhone SMS messages when new Typeform forms are filled out

  Try it

  • 
  • 
  • 

  Typeform, OpenPhone

  Typeform + OpenPhone

• Log new incoming OpenPhone text messages in Google Sheets rows

  

  by Zapier

  Zapier

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  OpenPhone, Google Sheets

  OpenPhone + Google Sheets

  More details

  1. 

     When this happens

     Step 1: Incoming Message Received

  2. 

     Then do this

     Step 2: Create Spreadsheet Row

  See Zap detailsTry it

  Log new incoming OpenPhone text messages in Google Sheets rows

  

  by Zapier

  Zapier

  Log new incoming OpenPhone text messages in Google Sheets rows

  Try it

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  OpenPhone, Google Sheets

  OpenPhone + Google Sheets

• Send OpenPhone SMS messages for new Calendly events

  

  by Zapier

  Zapier

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  Calendly, OpenPhone

  Calendly + OpenPhone

  More details

  1. 

     When this happens

     Step 1: Invitee Created

  2. 

     Then do this

     Step 2: Send a Message

  See Zap detailsTry it

  Send OpenPhone SMS messages for new Calendly events

  

  by Zapier

  Zapier

  Send OpenPhone SMS messages for new Calendly events

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  Calendly, OpenPhone

  Calendly + OpenPhone

• Create ClickUp tasks for newly-missed OpenPhone calls

  

  by Zapier

  Zapier

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  OpenPhone, Filter by Zapier, ClickUp

  OpenPhone + Filter by Zapier + ClickUp

  More details

  1. 

     When this happens

     Step 1: Incoming Call Completed

  2. 

     Then do this

     Step 2: Only continue if...

  3. 

     Then do this

     Step 3: Create Task

  See Zap detailsTry it

  Create ClickUp tasks for newly-missed OpenPhone calls

  

  by Zapier

  Zapier

  Create ClickUp tasks for newly-missed OpenPhone calls

  Try it

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  OpenPhone, Filter by Zapier, ClickUp

  OpenPhone + Filter by Zapier + ClickUp

• Store new OpenPhone call recordings to rows in Google Sheets

  

  by Zapier

  Zapier

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  OpenPhone, Google Sheets

  OpenPhone + Google Sheets

  More details

  1. 

     When this happens

     Step 1: Call Recording Completed

  2. 

     Then do this

     Step 2: Create Spreadsheet Row

  See Zap detailsTry it

  Store new OpenPhone call recordings to rows in Google Sheets

  

  by Zapier

  Zapier

  Store new OpenPhone call recordings to rows in Google Sheets

  Try it

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  OpenPhone, Google Sheets

  OpenPhone + Google Sheets

• Save new Pipedrive leads as contacts in OpenPhone

  

  by Zapier

  Zapier

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  Pipedrive, OpenPhone

  Pipedrive + OpenPhone

  More details

  1. 

     When this happens

     Step 1: New Lead

  2. 

     Then do this

     Step 2: Create or Update Contact

  3. 

     Then do this

     Step 3: Send a Message

  See Zap detailsTry it

  Save new Pipedrive leads as contacts in OpenPhone

  

  by Zapier

  Zapier

  Save new Pipedrive leads as contacts in OpenPhone

  Try it

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  Pipedrive, OpenPhone

  Pipedrive + OpenPhone

• Update new Zoom webinar registrants as OpenPhone contacts and send them text messages

  

  by Zapier

  Zapier

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  • +2
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  Zoom, Filter by Zapier, OpenPhone

  Zoom + Filter by Zapier + OpenPhone

  More details

  1. 

     When this happens

     Step 1: New Registrant

  2. 

     Then do this

     Step 2: Only continue if...

  3. 

     Then do this

     Step 3: Create or Update Contact

  4. 

     Then do this

     Step 4: Send a Message

  See Zap detailsTry it

  Update new Zoom webinar registrants as OpenPhone contacts and send them text messages

  

  by Zapier

  Zapier

  Update new Zoom webinar registrants as OpenPhone contacts and send them text messages

  Try it

  • 
  • +2
  • 

  Zoom, Filter by Zapier, OpenPhone

  Zoom + Filter by Zapier + OpenPhone

• Store OpenPhone call recordings in Airtable

  

  by Zapier

  Zapier

  Try it

  • 
  • 

  OpenPhone, Airtable

  OpenPhone + Airtable

  More details

  1. 

     When this happens

     Step 1: Call Recording Completed

  2. 

     Then do this

     Step 2: Create Record

  See Zap detailsTry it

  Store OpenPhone call recordings in Airtable

  

  by Zapier

  Zapier

  Store OpenPhone call recordings in Airtable

  Try it

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  OpenPhone, Airtable

  OpenPhone + Airtable

• 

  Call Recording Completed

  Triggers when a call recording has finished.

  Trigger

  Instant
• 

  Incoming Call Completed

  Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.

  Trigger

  Instant
• 

  Outgoing Message Delivered

  Triggers when an outbound message was delivered to the recipients.

  Trigger

  Instant
• 

  Incoming Message Received

  Triggers when you receive a message.

  Trigger

  Instant
• 

  Outgoing Call Completed

  Triggers when an outgoing call has ended.

  Trigger

  Instant
• 

  Create or Update Contact

  Creates a contact or updates an existing contact.

  Action

  Write
• 

  Send a Message

  Sends a new message via OpenPhone.

  Action

  Write