Zapier
Use a Zapier webhook trigger to write Salesight call reviews into CRMs and spreadsheets.
Use Zapier when the target app already has a Zapier action. The fastest setup is Webhooks by Zapier as the trigger, followed by a CRM action.
Setup
- Create a Zap.
- Choose Webhooks by Zapier.
- Select Catch Hook.
- Copy the Zapier webhook URL.
- In Salesight, open Integrations, add an outbound webhook, and paste the URL.
- Click Send test.
- In Zapier, test the trigger and confirm
data.callReview.score,data.callReview.rep.name, anddata.callReview.topObjectionsare parsed.
Attio Deal Recipe
Create or update a Deal in Attio with these fields:
| Attio field | Salesight value |
|---|---|
| Deal name | {{data.callReview.customer.name}} - {{data.callReview.company.name}} |
| Owner or rep | {{data.callReview.rep.email}} |
| Call score | {{data.callReview.score}} |
| Call summary | {{data.callReview.summary}} |
| Top objections | {{data.callReview.topObjections}} |
| Coaching flags | {{data.callReview.coachingFlags}} |
| Source call ID | {{data.callReview.id}} |
| Salesight link | {{data.callReview.links.app}} |
If Attio needs a company/person first, add a Find or Create Person or Find or Create Company action before the deal update.
For the native Salesight attributes, create these custom attributes on the Attio Deals object first:
| Attio Deals attribute | Type | Zapier value |
|---|---|---|
salesight_score | Number | {{data.callReview.score}} |
salesight_sentiment | Select: Positive, Neutral, Negative | {{data.callReview.sentiment}} |
salesight_top_objections | Text | Join {{data.callReview.topObjections}} with line breaks |
salesight_coaching_flags | Text | Join {{data.callReview.coachingFlags}} with line breaks |
salesight_last_call_date | Date | {{data.callReview.timestamps.finalisedAt}} |
salesight_call_count | Number | Increment the current Attio value, or set it from a Zapier storage/table lookup |
For matching, prefer the Attio deal's associated company domain. Do not use {{data.callReview.rep.email}} for Attio associated_people; that email identifies the Salesight seller, not the buyer or prospect attached to the deal.
Other Targets
HubSpot, Salesforce, Google Sheets, Airtable, and Slack follow the same pattern: catch the webhook, map fields from data.callReview, then create or update the destination record.