ConnectOpenPhonewith thousands of the other apps, with this Make integration, so you can automate your work and have more time for what matters most — no code required.
Modern business phone for startups and small business. Work with your team on calls, texts, and contacts in one place. You can get a shared phone number, customize it, and use it across all your devices with features like call recording, transcribing, and call menus.
Here are five quick-win automations using Make.com that can inspire others to automate their workflows while leveraging the OpenPhone app's triggers:
Sync OpenPhone Call Recordings to Google Sheets:
Automate the process of logging call details by syncing OpenPhone call recordings to a Google Sheets spreadsheet. Each time a call is recorded in OpenPhone, the recording, along with call details such as the caller's number, call duration, and timestamp, can automatically be added as a new row in Google Sheets. This is useful for record-keeping, performance analysis, and ensuring compliance where necessary.
Create Tasks for Missed Calls in Project Management Tools:
For every missed call on OpenPhone, automatically create a task in project management tools like ClickUp, Trello, or Asana. This ensures no call goes unnoticed and follow-ups can be scheduled. Filters can be used to categorize the tasks based on the caller's information or the urgency inferred from the call's context.
Store Call Recordings in Cloud Storage:
After each call ends, the call recording can be automatically uploaded to cloud storage solutions like Dropbox, Google Drive, or OneDrive. This helps in maintaining a centralized repository of call recordings that can be accessed by team members from anywhere, aiding collaboration and ensuring that important call information is backed up and secure.
Log Incoming Call Data in CRM Systems:
Integrate OpenPhone with CRM systems such as Airtable or HubSpot. Whenever a new inbound call is received, relevant details can be logged into the CRM. This can include the caller's phone number, call duration, and any notes taken during the call. While OpenPhone doesn't add contacts, the information can be used to enrich existing contact records or for reference during sales and support activities.
Transfer Call Recordings to Note-Taking Apps:
Connect OpenPhone with note-taking and collaboration tools like Evernote or Notion. Every time a new call recording is available, it can be transferred into a designated notebook or database. This can be particularly useful for teams that need to collaborate on call follow-ups, share insights, or maintain thorough documentation of customer interactions.
These automations focus on leveraging OpenPhone's triggers to streamline data logging, task management, and record-keeping without directly sending messages or adding new contacts. By automating these workflows, businesses can save time, reduce manual entry errors, and ensure that important call information is systematically organized and available when needed.
Triggers
Watch Completed Call Recordings
Triggers when a call recording is available at the URL indicated in the event payload.
Watch Completed Calls
Triggers when a call was completed. The call may or may not have been answered.
Watch Created / Updated Contacts
Triggers when a contact was created or updated.
Watch Deleted Contacts
Triggers when a contact was deleted.
Watch Incoming Messages
Triggers when you receive a message.
Watch Outgoing Messages
Triggers when an outbound meesage was delivered to the recipients.
Watch Ringing Calls
Triggers when a call is being received by a workspace phone number.
Actions
Create a Contact
Creates a new contact for a workspace.
Delete a Contact
Deletes a contact by it's ID.
Get a Contact
Retrieves a contact by it's ID.
Get a Text Message
Retrieves information about a text message by it's ID.
Get Call Summary
Retrieves the summary for a call by the call's ID.
Get Call Transcript
Retrieves the transcription of a call by it's ID.
Make an API Call
Performs an arbitrary authorized API Call.
Send Text Message
Sends a text message to a recipient.
Update a Contact
Updates an existing contact.
Searches
List Phone Numbers
Returns a list of phone numbers available to the user.
Check Your Email.
After checkout, you'll receive an email from us with your unique License Key and link to install the app
. Be sure to check your junk/spam. Follow the link inside the email to install the app in your workspace.
Create A Connection.
With the app installed, go to your scenario and add the app module. Here you'll be prompted to Create a connection using your app API key and License Key from our email. That's it! You're ready to automate!
