Steps to perform for CallHippo Integration with Zapier:


Step 1. Log in to your CallHippo account.

Step 2. Go to the left sidebar menu of your dashboard and click on Integrations.

Step 3. Select Zapier and click on Connect.



Step 4. Copy User Id from the pop up and click on Connect Now button



Step 5. Once you click on the Connect Now button, you will be redirected to Zapier marketplace.





Step 6.  You can connect CallHippo with over 8000+ apps using Zapier. Simply choose the app you want to connect with CallHippo from the available list.

                                                       



Step 7. For demonstration purposes, the Pipedrive app is selected to connect with Callhippo using Zapier. Any other app can be chosen as per the requirement from the listed apps.



Step 8. Select the trigger event for CallHippo from the dropdown menu, and then choose the action event to be performed in the Pipedrive app or any other app selected based on your requirements.



Step 9.  Once the Trigger and Action event are selected Click on the Connect these Apps Button


Step 10. The Zap Editor page will open, allowing you to rename your Zap, modify the CallHippo trigger event if needed, and sign in to your CallHippo account if not already signed in. Note that an owner account is required to connect CallHippo with Zapier.


Step 11.  Once signed in, select the CallHippo account and trigger event, then click the Continue button.



Step12. Enter the User ID copied earlier from the pop-up, then click the Continue button. 



Step13. Click on Test Trigger button 


Step 14. Now Click on  "Continue with selected record"



Step 15. In this step, choose the action event to be performed in Pipedrive or any other app selected based on your requirements. Connect the Pipedrive account, or the account of your selected app, by clicking the Sign In button.



Step16. Once signed in, select the CallHippo account and trigger event, then click the Continue button.



Step 17.  Now map your Pipedrive activity fields to CallHippo activity fields from the configure tab and click on the Continue button.

  • Subject: Subject

  • Organization: Choose Organization ( Optional )

  • Person: ContactId ( Optional )

  • Assign To:  Choose  ( Optional )

  • Deal: DealId (Optional)

  • Is Done?:  0/1

  • Type:  Call

  • Due date: Call Started time ( Optional )

  • Note: Notes ( Optional )


Step 18.  Click on the Test step.



Step 19. Then Click on Publish Button.


Step 20. Your Zap has been successfully created and is now live. The selected action event will be executed in the chosen app whenever the specified trigger event occurs in CallHippo.


In the web app of CallHippo, Zapier integration status will show as Integrated. 

You can also create other Zaps i.e. Create/update/delete contact, and  Add/update/delete deals.


Note: While adding Call Log Activity Zap you might get dummy data from CallHippo. but don’t worry, it’s for field mapping purposes only. When you activate the zap and make a new call you will get the real data in your integration.