First AI Employee and Salesflare

How to connect First AI Employee

What you can automate

  • When new Contact in First AI Employee, find or create contact in Salesflare.
  • When new Booking in First AI Employee, create meeting, then create call in Salesflare.
  • When new Lead in First AI Employee, find or create contact in Salesflare.

About First AI Employee

First AI Employee is an AI phone receptionist that answers calls, captures leads, and helps businesses handle booking requests.

First AI Employee operations on Zapier

Triggers (5)

Start a workflow when this happens

  • Completed Call — Triggers when a handled phone call finishes.
  • New Booking — Triggers when a new booking is recorded.
  • New Contact — Triggers when a new contact is created.
  • New Lead — Triggers when a new lead is recorded.
  • New Request — Triggers when a new customer request is created.

Actions (3)

Things Salesflare can make it do

  • Create Booking — Books an appointment on the business calendar.
  • Create Request — Creates a request for an existing contact, optionally links an existing job, and prevents duplicates when retried.
  • Create or Update Contact — Creates a contact or fills blank name and email fields when the phone number already exists.

Searches (2)

Look up existing records

  • Find Booking — Finds a booking by exact contact name, date, and time.
  • Find Contact — Finds a contact by exact phone number.

Similar apps

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free