Klipfolio Integration - Add a New Call to Your Klipfolio Datasource

Overview

This integration enables automatic saving of call information from JustCall into Klipfolio's data source, allowing you to create customized dashboards and analyze team performance.

Benefits

• Create dashboards to evaluate your team's performance metrics
• Maintain comprehensive records of all incoming and outgoing calls from JustCall within your Klipfolio account

How the Integration Works

The automation triggers when a call ends and logs into your JustCall account. Subsequently, an event is created in your designated datasource whenever the call is recorded.

Setup Instructions

1. Trigger Selection: JustCall is automatically selected as the trigger app
2. Action Selection: Klipfolio is automatically configured as the action app
3. Account Connection: Select your JustCall and Klipfolio accounts
4. Datasource Selection: Choose the specific datasource where call details should be sent
5. Activation: Complete setup by clicking "Turn on Zap" to begin automation

Connecting JustCall to Zapier

1. Log into your Zapier account (or create one if needed)
2. Visit the JustCall integration page on Zapier
3. Authenticate using your JustCall credentials
4. Begin creating automations using pre-made Zaps or the Zap Editor
5. No coding knowledge required—step-by-step guidance is provided throughout setup