Zapier Integration

Overview

Zapier lets you connect AgentIzzy to over 9,000 apps without writing any code. When Izzy captures a new lead or handles a call, Zapier can automatically push that data to your CRM, send a Slack message, add a row to Google Sheets, trigger an email sequence, and more.

Included on all plans. Generate an API key from your portal to connect. Zapier itself is a separate service with its own free and paid tiers.

Available triggers

AgentIzzy provides two Zapier triggers:

New Lead

Fires when AgentIzzy captures a lead from a phone call. Includes:

• First name, last name
• Phone number and email
• Caller phone number
• Lead status (new, contacted, follow-up, converted, lost)
• Timestamp

New Call

Fires when AgentIzzy handles a phone call. Includes:

• Caller phone number
• Call duration (seconds)
• AI-generated call summary
• Sentiment (positive, neutral, negative)
• Call tag (new lead, general, missed, spam)
• Start and end timestamps

Setup

Step 1: Generate an API key

1. Log into your AgentIzzy portal at portal.agentizzy.com
2. Go to Settings > Integrations
3. Click Generate API Key
4. Copy the key immediately — it won’t be shown again

Step 2: Create a Zap

1. Go to zapier.com and click Create Zap
2. Search for AgentIzzy as your trigger app
3. Choose a trigger: New Lead or New Call
4. When prompted, paste your API key to connect your account
5. Test the trigger to pull in sample data
6. Add an action (the app you want to send data to)
7. Map the AgentIzzy fields to the action fields
8. Turn on your Zap

Popular Zap templates

Get started in one click with these pre-built automations:

Trigger	Action	What it does
New Lead	Google Sheets	Add each lead to a spreadsheet for tracking
New Lead	Slack	Get instant Slack alerts when Izzy captures a lead
New Lead	Email (Gmail/Outlook)	Send yourself an email for every new lead
New Lead	HubSpot / Salesforce	Create a contact in your CRM automatically
New Lead	Mailchimp	Add leads to an email nurture sequence
New Lead	Jobber	Create a client and job request in Jobber
New Call	Slack	Post call summaries to a team channel
New Call	Gmail	Email call details to your team
New Call (negative sentiment)	Slack	Alert when a caller had a bad experience

Browse all available templates at zapier.com/apps/agentizzy/integrations.

You can also find pre-built Zap templates inside your AgentIzzy portal under Settings > Integrations.

Troubleshooting

Trigger not firing

• Zapier polls for new data every 1-15 minutes depending on your Zapier plan. Data won’t appear instantly.
• Make sure your API key is valid and hasn’t been revoked.
• Check that your AgentIzzy subscription is active.

No data in test

• You need at least one lead or call in your account for the test to return data.
• Try making a test call to your AgentIzzy number first.

API key not working

• API keys start with aiz_. Make sure you copied the full key.
• API keys are available on all plans. Make sure your subscription is active.
• If you revoked the key, generate a new one in Settings > Integrations.

Security

• API keys are hashed before storage — AgentIzzy never stores your raw key.
• Keys are scoped to your account and facility.
• You can revoke a key at any time from Settings > Integrations.
• All API requests are served over HTTPS.