Installing the Charlie Ai Zapier App
The Charlie Ai Zapier App is currently private and requires an invitation to access.
Visit the invitation link: https://zapier.com/app/login?next=/developer/public-invite/220169/5a1bfecde38dc455951e06699dc23931/
Log in to your Zapier account or create one if needed
Accept the invitation to add the Charlie Ai app to your account
You'll now be able to use Charlie Ai as a trigger or action in your Zaps
Connecting Your Charlie Account
After installing the app, you'll need to connect your Charlie account:
When creating a new Zap with Charlie Ai, you'll be prompted to connect your account
Enter your Charlie Ai credentials
Authorize the connection between Zapier and Charlie Ai
Your account is now ready to use in your automations
Available Triggers
Triggers are events in Charlie AI that can start your Zap. The Charlie Ai app supports the following triggers:
Lead Response
Triggered when a lead responds to Charlie Ai outreach. Use this to:
Log responses in your CRM
Notify your sales team via Slack or email
Update lead status in project management tools
CTA Reached
Activated when a lead reaches a Call-to-Action (CTA) in your Charlie sequence. Perfect for:
Sending follow-up emails through your email platform
Creating tasks for manual follow-up
Adding leads to specific marketing campaigns
DQ Reached
Fires when a lead is disqualified (DQ) during the Charlie process. Use this to:
Remove leads from active campaigns
Update lead status in your database
Send notifications to relevant team members
Booking Made
Triggered when a lead successfully books a meeting or appointment. Ideal for:
Adding calendar events to team schedules
Sending confirmation emails
Creating preparation tasks for the scheduled meeting
Kill Switch Enabled
Activated when the kill switch is enabled for a Charlie lead. Use this for:
Immediate notifications to supervisors
Logging kill switch events for analysis
Triggering alternative outreach sequences
Available Actions
Actions are tasks that Zapier can perform in Charlie Ai when triggered by other apps. The Charlie Ai app supports these actions:
Activate a DM or Voice Setter
Programmatically trigger a Charlie Setter for specific leads with custom data. This action requires the following:
Select a Setter
Map Lead data: Phone number, name, email, and/or timezone
Map (optional) custom values for personalized outreach
Use this to:
Trigger personalized outreach based on lead behavior in other apps
Start follow-up sequences when leads meet certain criteria
Pass custom data from your CRM or other apps to Charlie
Kill Switch a Lead
Immediately stop all Charlie Ai activities for a specific lead. Perfect for:
Stopping outreach when a lead converts through other channels
Implementing compliance requirements
Pausing campaigns based on external triggers
Using Custom Values
When activating a lead by any method, you may add custom values, allowing you to pass additional data from your CRM or other apps to Charlie Ai.
Setting Up Custom Values
From Zapier, name the custom value using underscores or dashes instead of spaces (e.g., 'booking-date', not 'booking date')
Avoid spaces at the beginning or end of field names
Map values from previous Zapier steps or enter static values
Referencing Custom Values in Scripts
Once set up, reference custom values in your DM or Voice scripts using the pattern lead (dot) the field's name: lead.your_custom_field_name
Example: If you create a custom field called booking_date, reference it as lead.booking_date in your setter scripts.
Common Use Cases
CRM Integration
Trigger: Lead Response
Action: Create or update contact in CRM (HubSpot, Salesforce, etc.)
Automatically sync lead responses with your existing CRM system.
Team Notifications
Trigger: Booking Made
Action: Send Slack message or email notification
Keep your sales team informed immediately when prospects book meetings.
Campaign Management
Trigger: DQ Reached
Action: Add to Google Sheets or remove from email lists
Maintain clean contact lists by automatically updating lead status across platforms.
Follow-up Automation
Trigger: CTA Reached
Action: Send email via Gmail or create task in project management tool
Ensure no lead falls through the cracks with automated follow-up workflows.
Best Practices
Testing Your Zaps
Always test your Zaps with sample data before going live
Use Zapier's test feature to ensure triggers and actions work correctly
Monitor your Zaps regularly to catch any issues early
Data Mapping
Carefully map Charlie Ai data fields to your destination app fields
Use Zapier's formatter tools to clean and standardize data
Consider using filters to only process relevant leads or responses
Error Handling
Set up error notifications to alert you when Zaps fail
Implement backup workflows for critical processes
Regularly review Zap history for any missed executions
Troubleshooting Common Issues
Zap not triggering:
Check that your Charlie Ai account is still connected
Verify that the trigger event actually occurred in Charlie Ai
Ensure your Zap is turned on and not paused
Action not executing:
Confirm the destination app is properly connected
Check that required fields are mapped correctly
Review Zapier's task history for error messages
Custom values not working in scripts:
Verify field mappings between Charlie Ai and the other app
Verify custom field names use underscores or dashes instead of spaces
Use Zapier's formatter to transform data as needed
Ensure you're using the correct reference format:
lead.field_name
Getting Help
If you encounter issues with the Charlie Ai Zapier integration:
Check Zapier's task history for detailed error messages
Review the connection status for both Charlie Ai and destination apps
Contact Charlie Ai support for platform-specific questions
Reach out to Zapier support for integration-related issues
Limitations
The Charlie Ai Zapier App is currently in private beta
Some advanced Charlie Ai features may not be available through Zapier
Rate limits may apply depending on your Zapier plan
Real-time syncing depends on Zapier's polling intervals