Zapier Integration

Connect RepsAI to thousands of apps using Zapier. Automatically send call details, contact information, and AI-generated summaries to your CRM, spreadsheets, messaging tools, and more — every time a call is analysed.

Installing the RepsAI Zapier App

The RepsAI Zapier app is currently available via invite link. To install it:

  1. Click the link below to accept the invite and add RepsAI to your Zapier account: Install RepsAI on Zapier
  2. Click Accept Invite & Build a Zap on the Zapier page
  3. Once accepted, RepsAI will appear in your Zapier app directory when creating Zaps

You only need to do this once — after accepting the invite, RepsAI will be available in your account permanently.

What Gets Sent

When a call finishes and the AI analysis is complete, RepsAI sends the following data to Zapier:

Call Details

  • Call ID — unique identifier for the call
  • Direction — inbound or outbound
  • From / To Numbers — the phone numbers involved
  • Duration — call length in seconds
  • Start / End Time — when the call started and ended

Contact Details

If a contact was linked to the call:

  • Contact ID — unique identifier
  • First Name / Last Name
  • Company
  • Phone Numbers — all phone numbers on file
  • Email Addresses — all emails on file

If no contact was linked, the contact field will be empty.

AI Summary

A natural-language summary of the call generated by RepsAI's analysis pipeline.

Setting Up the Integration

Step 1: Generate an API Key in RepsAI

  1. Go to Settings → Integrations in your RepsAI dashboard
  2. Click Generate API Key
  3. Copy the API key immediately — it will only be shown once
  4. Keep it somewhere safe (you'll need it in the next step)

Step 2: Connect RepsAI in Zapier

  1. If you haven't already, install the RepsAI Zapier app using the invite link above
  2. Log in to Zapier and click Create Zap
  3. For the trigger, search for RepsAI
  4. Select the Call Analysed trigger
  5. When prompted, paste the API key you generated in Step 1
  6. Click Test trigger — Zapier will pull sample data from your recent calls

Step 3: Set Up Your Action

Choose what happens when a call is analysed. The most common use case is syncing call data back to your CRM so every conversation is logged automatically.

CRM Examples

  • HubSpot — create a note or activity on the contact record with the AI summary, call duration, and outcome
  • Salesforce — log a completed task or call activity against the matching lead or contact, with the summary in the description field
  • Pipedrive — add an activity to the deal or person, including call direction and AI-generated summary
  • Zoho CRM — create a call record linked to the contact with duration, direction, and summary details
  • Close — log a call activity with the summary attached to the matching lead

Other Popular Actions

  • Slack — post a call summary to a sales channel so the team stays in the loop
  • Google Sheets — append a row for each call to build a simple call log or reporting spreadsheet
  • Notion — add an entry to a calls database for team-wide visibility

Map the RepsAI fields (contact name, company, call direction, duration, summary, etc.) to your chosen app's fields, then turn on the Zap.

Managing Your Integration

Regenerating Your API Key

If your API key is compromised or you need a new one:

  1. Go to Settings → Integrations
  2. Click Regenerate Key
  3. Update the API key in your Zapier connection settings

Note: regenerating a key will invalidate the old one. Any active Zaps will stop working until you update the key in Zapier.

Revoking Access

To disconnect RepsAI from Zapier entirely:

  1. Go to Settings → Integrations
  2. Click Revoke Key

This will immediately invalidate the API key and stop all active Zaps.

Viewing Active Zaps

The Integrations page shows how many Zaps are currently connected to your organisation.

Troubleshooting

Zap isn't triggering:

  • Make sure the Zap is turned on in Zapier
  • Check that your API key is still valid (hasn't been regenerated or revoked)
  • The trigger fires after AI analysis completes, not immediately when the call ends — this typically takes 30–60 seconds after the call finishes

Missing contact details:

  • Contact data is only included if a contact was linked to the call before or during the call
  • If no contact was linked, the contact fields will be empty in Zapier

API key not working:

  • API keys can only be used once per organisation — if you regenerated the key, the old one no longer works
  • Make sure you're copying the full key (it starts with rk_)