Setting up the zap in Zapier
Create or log in to your Zapier account and click on "Create Zap" in the dashboard.
Select the app and event that will trigger the outbound call. For example, this could be a New Contact in HubSpot, or any other trigger in Zapier. Then connect your Hubspot account and you're ready to go.
In the "Action" step of your Zap, search for and select the "Ringly.io" app. Select the action event: Make Outbound Phone Call with AI:
Under "Account", connect your account:
You'll be asked to paste your Ringly.io API key. Click here to to go Settings and copy yours:
After connecting, you'll need to add the number of your agent, the phone number of the person you want to call (dyamically), the agent tag (, and then you can add dynamic variables as well, which the agent can use to personalize the call.
The keys in the dynamic variables must use only letters and underscores, like customer_name or email_address, so no spaces or special characters.
When you want to use the variables in the call, add it to your agent's instructions or greeting, add 2 curly braces around it: {{customer_name}} or {{email_address}}.
Btw, you can find your agent tag here:
Next: use Zapier’s "Test step" to test it.
You'll need to have a phone number connected to the agent for this to work, otherwise you'll get an error.
When the test is successful, turn on your Zap. And you're done!
When someone doesn't pick up the phone, you can leave AI voicemails.
How to use dynamic variables
You can send as many dynamic variables as needed for the outbound call.
Ensure that the keys follow the required format:
Use only letters and underscores (e.g.,
customer_name, notcustomer-nameorcustomer name).
Verify that the values for these keys are correctly populated from your trigger data.
Troubleshooting
If you have any issues with testing, you can do this:
Check if your agent is an outbound agent, and has a phone number connected to it.
Check if the dynamic variables in Zapier are formatted with lowercase letters and underscores only.
Check if you still have call minutes left in Ringly.io
If the agent does not use the dynamic variables, be sure to use the exact key, like customer_name and then put 2 curly braces on both sides, like {{customer_name}}.
That’s it! You’re now ready to trigger outbound calls with Ringly.io. For more details or troubleshooting tips, contact us via the chat.