TalkWiz Zapier Integration Guide

TalkWiz Zapier Integration Guide

Introduction

The TalkWiz.ai Zapier integration allows you to automate the process of receiving lead information and initiating AI-driven conversations. This integration is designed to streamline your lead management by automatically creating leads in TalkWiz.ai and starting AI conversations with them. This will enable you to instantly quality leads and book appointments instantly.

Features

  • Receive Lead Information: Automatically receive lead details such as name, phone number, and message from Zapier.
  • Create Leads: The integration creates a new lead in TalkWiz.ai using the received information.
  • Start AI Conversations: Once a lead is created, an AI-driven conversation is initiated to engage the lead.

Setting Up Zapier Integration

Step 1: Authenticate with Zapier

To use the Zapier integration, you need to authenticate your TalkWiz.ai account with Zapier. This involves logging into the TalkWiz Zapier application with your TalkWiz credentials.

Step 2: Create a Zap

1. Choose a Trigger App: Select the app that will send lead information to TalkWiz.ai.
2. Select a Trigger Event: Choose an event that will trigger the Zap, such as a webhook or integration with your lead source.
  • Connect TalkWiz.ai: Use your Talkwiz email and password to connect your TalkWiz.ai account to Zapier.
  • Set Up the Action: Configure the action to send lead information to TalkWiz.ai. The fields are:
  • Lead Name
  • Lead Phone
  • Lead Message (optional)

Step 3: Test Your Zap

Test the Zap to ensure that lead information is correctly sent to TalkWiz.ai and that a lead is created successfully.

Step 4: Activate Your Zap

Once your Zap is tested and working correctly, activate it to start automating your lead management process.

How It Works

When a new lead is received through Zapier, the following steps occur:
  1. Lead Creation: The lead's name, phone number, and message are used to create a new lead in TalkWiz.ai.
  2. AI Conversation Initiation: An AI-driven conversation is started with the new lead. The AI introduces itself, asks the lead your custom qualification questions, and gathers information to book an appointment.

Conclusion

The TalkWiz.ai Zapier integration simplifies lead management by automating the creation of leads and the initiation of AI conversations. This integration helps you engage with leads more efficiently, allowing you to focus on growing your business. If you have any questions or need assistance, feel free to contact our support team.

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