Send Backdrop Calls to Your CRM with Zapier
Catch each Backdrop call in a Zap with Webhooks by Zapier, then log it on the right company and contacts in HubSpot, Salesforce or any CRM Zapier connects to.
Zapier catches each call Backdrop sends and passes it to your CRM. Use it if your CRM isn't HubSpot, or if you want a few steps in between.
Step 1: Create the Zap and copy its URL
Zapier's guide: Trigger Zap workflows from webhooks.
Step 2: Add the URL in Backdrop
Add the URL as an endpoint on the Webhooks page in app.getbackdrop.ai, and choose the events you want. See Add your URL in Backdrop.
Then open the endpoint's Testing tab and send an example event.
Step 3: Pull in the test call
Back in Zapier, click Test trigger. Zapier finds the example call and shows its fields, like Data Account Domain and Data Summary. You'll pick them in the next steps.
Step 4: Log the call in your CRM
Add an action for your CRM. A setup that works for most teams, shown in HubSpot:
In Salesforce, Pipedrive or another CRM, use that app's find and create actions the same way: find the account by domain, the contact by email, then log the summary as a note or activity.
Got both events going to the same Zap? Add a Filter or Paths step on Type, so no-shows become a task for the rep instead of a note.
Step 5: Turn it on
Publish the Zap. From now on, every call lands in your CRM once its summary is ready.