A call log with types, views and a status you can actually work from
Each finished call leaves GreetKeeper as a webhook, and a Zap on a paid Zapier plan turns it into a record in a table you designed. Airtable gives you the structure a spreadsheet never had.
Caller
“We're looking at a marquee for a wedding in June. Around a hundred and twenty guests. What do you need from me?”
What happened next
- Record created in the Inquiries table with the date and guest count
- Event Type set to Wedding by a Zapier lookup on the summary text
- Status left at New, so it showed up in the Unworked view that afternoon
How GreetKeeper connects to Airtable
Three states, and we publish the one that is true rather than the one that reads best.
| Tool | How it connects | What that means |
|---|---|---|
| Airtable | Through Zapier |
What Airtable adds over a spreadsheet
Airtable is a database with a spreadsheet face. A base holds tables, a table holds records, and every field has a type: text, number, date, single select, link to another record.
Those types do real work. A status field with fixed options cannot be typed wrong. A link field joins a call to the customer it belongs to, so you can open a person and see every call they ever made.
Views are the other half. One view filters to today's unworked calls, another groups by inquiry type, and a third is a calendar of the bookings made on the phone. Same records, different lenses.
Where the record lands
In one table, in one base, as a new record per finished call.
Build the table first. Call time as a date field, phone number as text, summary as long text, and a single-select status with New, Working and Done. Zapier writes into those, and the types stop the field drifting.
Single-select fields need exact option names. If Zapier sends a value the field has never seen, the write either creates a stray option or fails, depending on your base settings. Decide which behavior you want before you go live.
Because the record has a status, this becomes a work queue rather than a log. Your team changes the status as they deal with each call, and the unworked view empties as they go.
From empty base to first record
Twenty minutes, most of it spent designing the table rather than fighting the Zap.
Design the table before you touch Zapier
Name your fields and pick their types. Resist adding fifteen fields on day one. Six good ones you will actually fill beat a wide table full of blanks.
Catch the webhook, then connect Airtable with a personal access token
Step one of the Zap is Webhooks by Zapier with Catch Hook, and GreetKeeper posts to the address it gives you. For Airtable, create the token in your account and scope it to the one base. A token with access to everything is a needless risk for a job this narrow.
Map our call fields to yours in the create-record action
Check the timestamp arrives in a format Airtable parses as a date. Leave the status field out of the mapping and let the field default to New.
Build the views your team will live in
Make an Unworked view filtered to status New, sorted oldest first. Place a test call and check the record appears in it. That view is the thing people open each morning.
Where Airtable will push back
Questions about Airtable and GreetKeeper
Can a call link to an existing customer record?
Yes, with a search step in Zapier before the create step. Look the caller up by number, and pass the matching record into a link field. Calls from unknown numbers fall through to a blank link.
Can I store the transcript in Airtable?
Store the link. GreetKeeper's webhook carries a link to the transcript and not the text, so a URL field is all you need. The full transcript always stays in your GreetKeeper log.
Does changing the status in Airtable tell GreetKeeper anything?
No. The flow runs one way. Airtable is your working copy, and the call record in GreetKeeper does not change when you edit it.
Will a free Zapier account run this?
No. The record starts life as a caught webhook, and Zapier reserves Webhooks by Zapier for paid plans. We don't have a Zapier app yet, so there is no other trigger to choose.