Quick Implementation Checklist

For Zapier Users

1. Initial Setup (5 minutes)

   • Copy webhook URL from Zapier
   • Add to Dialora webhook settings
   • Test with sample payload
   • Map fields correctly

2. Authentication (10 minutes)

   • Connect Google Calendar
   • Connect email service
   • Connect SMS service (Twilio/TextMagic)
   • Connect CRM

3. Customization (15 minutes)

   • Update email templates
   • Set calendar availability rules
   • Configure SMS consent language
   • Add team notification preferences

For Make.com Users

1. Blueprint Import (3 minutes)

   • Import scenario from blueprint
   • Update webhook URL
   • Configure connections

2. Advanced Setup (20 minutes)

   • Set up data stores for contact management
   • Configure routers for conditional logic
   • Add error handlers
   • Set up monitoring webhooks