Note: The first step is to ensure your CallPage account is connected to Zapier. Instructions can be found here: CallPage Integration with Zapier
Important Information:
Free Zapier plan: allows up to 100 actions per month.
Alternative – CallPage API: free and unlimited, giving you full control over your calls. Setup instructions are here: CallPage API Documentation
Step 1: Log in to Zapier and Start a New Zap
Log in to your account: https://zapier.com/app/login
Click “Make a Zap” to start creating a new workflow.
Step 2: Select a Trigger
Choose the app that will initiate the call (e.g., CRM, Google Sheets, online form).
Configure the trigger according to your needs, for example:
New lead in CRM
Form submission
New row added in Google Sheets
Tip: Plan which events should trigger calls to avoid accidental calls.
Step 3: Add CallPage Action – “Create Call”
Select CallPage as the action app.
Choose “Create Call” – this allows the AI Voice Agent to call the specified number.
Fill in the required information:
Phone Number – select the field from which the system should retrieve the phone number (e.g., a column in Excel or a field in a form or CRM).
Make sure the phone number is saved in the international format (e.g., +48…).Widget or virtual number – select the call source
Test the setup using “Test & Continue” to make sure the call is initiated.
Tip: If the test fails, double-check the phone number format and widget settings.
Step 4: Turn on the Zap and Test the Workflow
Click “Turn on Zap” to activate the workflow.
Give your Zap a memorable name.
Test the call in real conditions, e.g., by adding a test lead to your CRM.
Best Practices
International phone format: +48, +1, etc. – incorrect format may prevent the call.
Call tracking: log completed calls in CRM or Google Sheets.
API security: use the API key generated by your CallPage administrator.