Skip to main content
Use an inbound Zapier integration to automatically add contacts to an AI Calling campaign when something happens in another app — for example, when a new lead is created in your CRM, a form is submitted, or a row is added to a spreadsheet.

​
How to Set Up

  1. Go to Integrations → Zapier and click Create Inbound Integration
  2. Give it a name (e.g. “New HubSpot Lead → Call Campaign”)
  3. Pick the campaign new contacts should be added to (the integration is bound to a specific campaign)
  4. Note the webhook URL — you will paste this into Zapier
  5. In Zapier, create a new Zap:
    • Trigger: Choose the app and event (e.g. HubSpot → New Contact)
    • Action: Choose Webhooks by Zapier → POST and paste the Atllas webhook URL
  6. In the Zapier action, send a JSON body shaped like: 
    {
  "type": "calls.execute",
  "data": {
    "phoneNumber": "+15551234567",
    "firstName": "{{ trigger.firstName }}",
    "lastName": "{{ trigger.lastName }}",
    "email": "{{ trigger.email }}",
    "companyName": "{{ trigger.company }}",
    "note": "{{ trigger.notes }}"
  }
}
  7. Test the Zap and turn it on

​
Field Reference

Atllas FieldRequiredDescription
typeYesMust be "calls.execute"
data.phoneNumberYesThe contact’s phone number (E.164 recommended)
data.firstNameNoUsed for personalisation during the call
data.lastNameNo
data.emailNoUsed for email follow-ups
data.companyNameNoAdds context to the AI’s conversation
data.noteNoAny additional context for this specific contact
data.address1, data.address2, data.city, data.state, data.zipCodeNoAddress fields available for personalisation
The campaign is selected when you create the Zapier integration in Atllas, not per-call. There is no campaign_id field in the payload.
Field names are camelCase. Sending first_name or phone (snake_case) will be ignored.

​
Customising the Phone Call

The integration is bound to an inbound campaign in AI Calling. That campaign owns every call setting — the voice, call script, voicemail message, follow-ups, call forwarding, keypad navigation, language, background ambiance, and so on. Whatever you configure on the campaign is what every webhook-triggered call uses. To change call behaviour:
  1. Open AI Calling and find the campaign your integration is bound to (it’ll be labelled as inbound)
  2. Edit any setting — voice, script, follow-ups, voicemail, etc.
  3. Save
Inbound campaigns can be edited at any time (unlike outbound campaigns, which lock once they start dialing). Changes apply to all future calls triggered by the webhook — already-completed calls keep the settings they ran with.

​
Viewing Results

Every call triggered by the integration appears in the bound campaign’s results table — the same place you’d see outbound campaign results. For each call you’ll get the transcript, recording, AI summary, lead warmth classification, and extracted action items. See Call Results & Transcripts for what’s in the detail panel. If you want results pushed to another system (e.g. log every call to a spreadsheet), pair this with Zapier — Outbound to forward each completed call to your destination of choice.

​
Watching a Tutorial

Video tutorials for common Zapier setups (HubSpot, Google Sheets, Typeform) are linked from the Integrations → Zapier page in the portal.