Zapier Integration & Email Automation

Integrating Everything with Zapier & Automations

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🚀 Overview

Now that we have our AI voice agent making calls, it’s time to connect all moving parts together so that every lead is tracked, followed up, and nurtured properly.

In this module, you will:
✅ Automate lead collection from Facebook Ads to Awaz.ai (so calls happen instantly).
✅ Trigger follow-up actions based on call outcomes (Interested leads get emails, SMS, WhatsApp).
✅ Sync leads and responses with your CRM or email system (Gmail, Zoho, GoHighLevel, Pipedrive).

By the end of this module, you will have a seamless, 24/7 automated system that converts cold leads into customers—without manual effort.

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Step-by-Step Instructions

1️⃣ Why Automate with Zapier?

• Without automation, you must manually transfer leads from Facebook Ads to Awaz.ai, then call them one by one.
• Manually tracking call outcomes & sending follow-ups wastes hours daily.
• Zapier automates everything, so leads are called instantly & followed up based on their interest level.

💡 Instead of spending hours managing leads, Zapier connects all tools in minutes.

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2️⃣ Set Up Zapier Account & Basic Integration

1. Go to Zapier.com and create a free account.
2. Click on “Create a Zap” → Choose Facebook Lead Ads as the Trigger App.
3. Choose Trigger Event: “New Lead” → Click Continue.
4. Connect Your Facebook Ad Account (The same account running your CloseGen ads).
5. Select the Facebook Page & the Lead Form you created in Module 2.
6. Click Test Trigger → Ensure it pulls in a sample lead (use test data if needed).

🚀 Now, Zapier will pull every new lead from Facebook and send it to Awaz.ai!

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3️⃣ Send Leads from Facebook to Awaz.ai

1. Click “+” → Choose Awaz.ai as the Action App.
2. Select Action Event: “Add or Update Contact” → Click Continue.
3. Connect your Awaz.ai account using an API key (found in the Awaz.ai dashboard).
4. Map the lead details from Facebook to Awaz.ai:
   • Full Name → Contact Name
   • Phone Number → Contact Phone
   • Email → Contact Email
5. Click Test & Continue to send a test lead to Awaz.ai.

💡 Now, every Facebook lead will be instantly added to Awaz.ai and dialed by your AI voice agent!

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4️⃣ Automate Follow-Ups Based on Call Outcomes

After Awaz.ai makes a call, there are two possible outcomes:

✅ Scenario 1: Lead is Interested → Trigger an Email, WhatsApp, or SMS Follow-Up.
❌ Scenario 2: Lead is Not Interested → Remove from Future Campaigns.

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Steps to Automate Follow-Ups for Interested Leads:

1. Create a new Zap → Choose Awaz.ai as the Trigger App.
2. Select Trigger Event: “Call Completed” → Click Continue.
3. Choose the AI Agent (e.g., “Zara”) that’s making the calls.
4. Filter by Call Outcome:
   • Only take action when Outcome = Interested (Skip “No Answer” or “Busy”).

Now, choose what happens next:

📩 Send an Email (via Gmail or Email by Zapier)

• Select Gmail as the Action App.
• Set Action Event: “Send Email”.
• Connect your Gmail account & draft a follow-up email with a booking link or sales page.

💬 Send a WhatsApp Message (via Twilio or Awaz.ai’s WhatsApp API)

• Select WhatsApp by Twilio or Awaz.ai as the Action App.
• Craft a pre-written WhatsApp message with a booking link.

📲 Send an SMS (via Twilio or Make.com)

• Select Twilio or Make.com as the Action App.
• Customize an SMS with a CTA to book a call or complete checkout.

🚀 Now, interested leads automatically receive a personalized follow-up across multiple channels!

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5️⃣ Automate CRM Updates & Remove Cold Leads

For leads not interested, we want to remove them from future follow-ups.

1. Create a new Zap → Choose Awaz.ai as the Trigger App.
2. Select Trigger Event: “Call Completed”.
3. Filter by Outcome: “Not Interested”.
4. Select Action App: CRM (Zoho, Pipedrive, HubSpot, etc.).
5. Choose “Update Lead Status” → Mark as Unqualified.

💡 This ensures that cold leads don’t keep getting follow-ups, while your CRM stays updated.

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6️⃣ Advanced Automations with Make.com & ChatGPT

• Use Make.com to send AI-generated follow-up emails based on call conversations.
• Automatically summarize AI sales calls and send them as reports via email.
• Customize follow-ups based on lead responses to make it feel more human.

🚀 This takes automation to the next level, making every follow-up personalized & effective!

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🎯 Final Outcome of Module 4

✅ Every new lead from Facebook is instantly sent to Awaz.ai for AI-powered calls.
✅ Interested leads get automated emails, WhatsApp messages & SMS follow-ups.
✅ Cold leads are filtered out, and CRM updates happen automatically.
✅ Your business runs 24/7 on autopilot—without any manual intervention.

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🚀 Final Thoughts & Next Steps

Congratulations! 🎉 You’ve successfully built an AI-powered, fully automated sales system that generates leads, nurtures them, and converts them—without hiring a sales team or making manual calls.

💡 Want to customize automation for your business?
If you need advanced automation workflows, ad optimization, or AI-powered sales strategies, book a 1-on-1 call to get expert guidance.

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🚀 Your next step: Start scaling! Increase ad spend, refine automations, and watch your revenue grow!