Yodel.io Phone System

Yodel.io Phone System Integrations

  • Add Yodel.io calls to Google Sheets

    Want to store a log of all incoming Yodel.io calls in a Google Sheets spreadsheet? Once activated, Zapier will automatically add a new row to a Google Sheets spreadsheet whenever a new incoming call is received via Yodel.io.

    Note: You can use this spreadsheet template to start your call log.

    How this Yodel.io-Google Sheets integration works

    1. A new call is received in Yodel.io
    2. Zapier will add the information about the received call to a Google Sheets spreadsheet

    Apps involved

    • Yodel.io Phone System
    • Google Sheets
  • Add new finished Yodel.io calls to Airtable as records

    It's a pain when you need to export a file and import it all manually into Airtable. Let's say you need to track your sales team's call performance or your customer support team's response time for incoming calls in Airtable. Use this Zap to get it done automatically: Once a call ends in Yodel.io, Zapier pushes the call information into Airtable as a record

    How this Yodel.io-Airtable integration works

    1. A new call is received in Yodel.io
    2. Zapier creates a new Airtable record

    Apps involved

    • Yodel.io Phone System
    • Airtable
  • Add new finished Yodel.io calls to Evernote as notes

    Note-taking, especially when needing to write down numbers, can be cumbersome during phone calls. But you want to take a note, so you don't forget to the follow-up items from the call. Use this Zap to automatically do the work for you: After a call finished in Yodel.io, a note is created in Evernote for you to reference later.

    How this Yodel.io-Evernote integration works

    1. A new call is finished in Yodel.io
    2. Zapier creates a new note in Evernote with all call details

    Apps involved

    • Yodel.io Phone System
    • Evernote
  • Add new finished Yodel.io calls to Trello as cards

    Trello is great for tracking your work and processes, but it can be cumbersome to manually add all details about calls you've had into Trello cards. With this Zap, it's all done automatically for you: when new calls finish in Yodel.io, Zapier automatically adds cards in Trello. That way, you can look at your Trello board and see an overview of all of your finished calls.

    How this Yodel.io-Trello integration works

    1. A new call is finished in Yodel.io
    2. Zapier creates a card in Trello with all call information

    Apps involved

    • Yodel.io Phone System
    • Trello
  • Add new HubSpot contacts to Yodel.io as contacts

    You have all your customer data in HubSpot, but getting that information into your other tools is not easy. With this Zap, Yodel.io contacts will automatically get created or updated after a new customer is created in HubSpot. No more reminding yourself to add the new contact information to Yodel.io manually.

    How this HubSpot-Yodel.io integration works

    1. A new contact is created in HubSpot
    2. Zapier creates or updates a contact in Yodel.io

    Apps involved

    • HubSpot
    • Yodel.io Phone System
  • Add new HubSpot CRM contacts to Yodel.io as contacts

    You keep your HubSpot CRM records tidy, so that it's easy for your team to contact customers. Now you can automatically transfer that information to the other tools you use every day, like Yodel.io Phone System. Use this Zap to automatically add new HubSpot CRM contacts to Yodel.io. That way, you can rest assured that all of your web tools are up-to-date with the correct contact information.

    How this HubSpot CRM-Yodel.io integration works

    1. A new contact is created in HubSpot CRM
    2. Zapier creates or updates a contact in Yodel.io

    Apps involved

    • HubSpot CRM
    • Yodel.io Phone System
  • Add new Pipedrive contacts to Yodel.io

    Your Sales team lives and breaths in Pipedrive. The team creates a new lead in Pipedrive - with all the necessary information including the phone number. But who is responsible to add this information to your Yodel.io phone system? Set up this Pipedrive-Yodel integration and Zapier will automatically add new Pipedrive contacts into Yodel.io as contacts so your contact lists are always up-to-date.

    How this Pipedrive-Yodel.io integration works

    1. A new person is created in Pipedrive
    2. Zapier creates or updates a contact in Yodel.io

    Apps involved

    • Pipedrive
    • Yodel.io
  • Search for incoming Yodel.io calls in Pipedrive, then create Yodel.io contacts

    Your Pipedrive account is rich in information of leads and contacts, so you should makes sure that helpful information is in your Yodel.io address book, too. With this Zap, Zapier uses the phone number of every incoming Yodel.io call to search for an existing person in Pipedrive. Then, Zapier will use the information it found in Pipedrive to update or create a contact record in Yodel.io. That way, you can rest assured that Yodel.io has the most up-to-date contact information for your team to rely on.

    How this Yodel.io-Pipedrive integration works

    1. An incoming call is created in Yodel.io
    2. Zapier uses the phone number to search for an existing person in Pipedrive
    3. Zapier updates or creates a contact in Yodel.io

    Apps involved

    • Yodel.io Phone System
    • Pipedrive
  • Add new finished Yodel.io calls to Zendesk as tickets

    If a customer calls due to a support issue, your team might answer the call but forget to create a support ticket to track the call. Now you can prevent this happening by relying on this Zapier integration. As soon as a call is finished in Yodel.io, Zapier automatically creates a ticket in Zendesk. Now, your team can track support calls alongside support emails and see clear patterns of where customers need the most help.

    How this Yodel.io-Zendesk integration works

    1. A new call is received in Yodel.io
    2. Zapier creates a ticket in Zendesk

    Apps involved

    • Yodel.io Phone System
    • Zendesk
  • Send emails when new Yodel.io calls finish

    A call ended and you want to send out an email to yourself, your support team, or someone else who would want to track and document the information of an ended call. Use this Zapier integration to automatically send an email when new calls finish in Yodel.io. That way, everyone reliably gets the details they are looking for. No more lost calls!

    How this Yodel.io-Email by Zapier integration works

    1. A new call is finished in Yodel.io
    2. Zapier sends the call information via email

    Apps involved

    • Yodel.io Phone System
    • Email by Zapier
  • Create new messages in Discord for every Yodel.io call to answer them

    This integration allows you to answer Yodel.io phone calls in Discord. Once activated, your new incoming Yodel.io business calls will get displayed in Discord and you'll be able to answer them by clicking a link. That way, you don't need to bounce between your different tools.

    How this Yodel.io-Discord integration works

    1. A new call is received in Yodel.io
    2. Zapier will send the call information to Discord
    3. Answer the call by clicking the included call link

    Apps involved

    • Yodel.io Phone System
    • Discord

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Yodel.io Phone System Integration Details

Launched on Zapier September 14, 2017

Zapier combines Triggers (like "Call Incoming") and Actions (like "Create or Update Contact") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Yodel.io Phone System Triggers, Searches, and Actions are supported by Zapier:

Call Incoming

Triggers when a call is incoming.

Call Finished

Triggers when a call is finished or was missed.

Call Outgoing

Triggers when a call is outgoing.

Tag Removed From Call

Triggers when a call tag is removed.

Tag Added to Call

Triggers when a call is tagged.

Create or Update Contact

Creates or updates a contact.

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