Here is the zapier trigger templated. Just changed the trigger from lead connecter to your CRM
Webhook url to include in zap - https://app.apis-charlieai-ml.com/api/twilio/lead-created
Setting Up Zapier to Activate Your DM Setter
Overview
This guide explains how to set up a Zapier integration with Charlie, including both the main trigger and kill switch setup.
Prerequisites
CRM with a zapier integration
Zapier account
Charlie dashboard access
Twilio integration
Your AI setter ID
Your API key
Your Twilio number
Main Integration Setup
Step 1: Import Activation Zap Template
>>Click Here<< to Import Zap Template
Click where it says "Try this zap"
Select your CRM as the trigger app
Step 2: Configure CRM Trigger
Connect your CRM account if not already connected
Choose your trigger event. Options include:
New Contact
New Contact in Pipeline
New Lead
New Lead in Smart View
Note: Smart View or Pipeline or Opportunities options provide more control over trigger conditions
Step 3: Configure Webhook Settings
Access your Charlie dashboard
Locate and copy your AI setter ID
In the Zapier webhook configuration, enter the following information:
AI Setter ID: [Paste your AI setter ID]
API Key: [Paste your API key from dashboard]
Twilio Number: [Enter your Twilio number]
Example of all the fields in the webhook configuration you'll need to have in your data fields:
Step 4: Map CRM Data Fields
Configure the following mappings from your CRM:
Name: Map to lead's name from your CRM
Phone Number: Map to lead's phone number from your CRM
Time Zone: (Optional) Map to lead's time zone from your CRM
Note: Time zone is important for Calendly auto-booking
Email: Map to lead's email from your CRM
Step 5: Finalize Setup
Review all configurations
Click Continue
Click Publish to activate the Zap
Kill Switch Setup
Step 1: Create New Kill Switch Zap
Create another Zap
Select your CRM as the trigger app
Step 2: Configure Kill Switch Trigger
Choose the appropriate trigger event
Example: "New Meeting Booked"
Use the specific kill switch URL (different from main integration)
Configure the same field mappings as the main integration
Step 3: Activate Kill Switch
Review configurations
Test the trigger
Publish the kill switch Zap
Important Notes
The kill switch URL is different from the main integration URL
The kill switch will automatically deactivate Charlie when triggered
Smart View triggers provide more precise control over when automations fire
All credentials (AI setter ID, API key, Twilio number) should be kept secure
Troubleshooting
If you encounter any issues or need assistance, contact support for help with the setup process.