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GreetWise + Zapier

Send every call wherever you work.

Connect GreetWise to Zapier and every call, new contact, and booked appointment can flow into your CRM, spreadsheet, or team chat automatically.

New to this? Follow the step-by-step setup guide →

1,000+ apps

HubSpot, Google Sheets, Slack, Jobber, and anything else Zapier connects to.

Three triggers

New completed call, new contact, and new appointment booked.

Real-time

Events are sent the moment they happen, with the details your Zaps need.

Connect in minutes

One API key, no code

Generate an API key in GreetWise, paste it into Zapier, and build Zaps with GreetWise as the trigger. Disconnect anytime to revoke the key.

  • Generate your key under Integrations → Zapier
  • Paste it into Zapier when you add GreetWise
  • Verify the connection in GreetWise
Setup

Connect in three steps.

  1. 1

    Get your API key

    In GreetWise, go to Integrations → Zapier and click Connect to generate your key.

  2. 2

    Add GreetWise in Zapier

    Create a Zap, choose GreetWise as the trigger app, and paste your key.

  3. 3

    Verify and go

    Back in GreetWise, click Verify. Turn your Zap on and events start flowing.

Read the full setup guide →

Triggers

What GreetWise sends to Zapier

Each trigger includes these fields, ready to map into your other apps.

New Completed Call

Fires when every call ends.

  • Caller name
  • Caller phone
  • Call duration
  • AI call summary
  • Time of call

New Contact

Fires when GreetWise learns a new caller’s details during a call.

  • Name
  • Phone
  • Email (if given)
  • Time created

New Appointment Booked

Fires when GreetWise books an appointment.

  • Date
  • Time
  • Caller name
  • Phone
  • Email (if given)
  • Confirmation number
Ideas

Ideas for your first Zap

  • Add every new caller to HubSpot, Pipedrive, or your CRM
  • Log every call and its summary in a Google Sheet
  • Post new bookings to a Slack channel
  • Create a client in Jobber or Housecall Pro when a job is booked
  • Send new leads to Mailchimp for follow-up
Features

Works great with these features.

FAQ

Common questions, answered.

Generate an API key in GreetWise under Integrations → Zapier, paste it into Zapier when you add GreetWise, then verify the connection. Read the setup guide.

Zapier is included on every GreetWise plan. You’ll need a Zapier account; some multi-step Zaps require a paid Zapier plan.

Not yet. The integration sends GreetWise events out to your other apps.

No. The New Contact trigger fires for contacts GreetWise creates from calls.

Click Disconnect under Integrations → Zapier. That revokes the API key and stops all Zaps using it.

Your next call could be your next customer.

Let GreetWise answer it.

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