Zapier Templates

Trigger: Webhooks by Zapier - Catch Hook URL: https://hooks.zapier.com/hooks/catch/[YOUR_ID]/[YOUR_KEY]/
Action: Google Calendar - Find or Create Event
Search Term: {{caller_email}} + {{requested_date}}
Action: Google Calendar - Create Detailed Event
Calendar: [Your Calendar]
Summary: Meeting with {{caller_name}}
Start: {{parsed_datetime}}
Duration: {{meeting_duration}}
Description: Booked via Dialora AI
Attendees: {{caller_email}}
Action: Gmail - Send Email
To: {{caller_email}}
Subject: Meeting Confirmed - {{parsed_datetime}}
Body: [Template below]
Action: Webhooks by Zapier - POST
URL: [Dialora Callback URL]
Payload: {"status": "booked", "meeting_time": "{{formatted_time}}"}

Hi {{{caller_name}},}

Your meeting is confirmed for {{formatted_date}} at {{formatted_time}}.

Meeting Details:
- Duration: {{meeting_duration}} minutes
- Location: {{meeting_location}}
- Meeting Link: {{meeting_link}}

Add to Calendar: {{calendar_link}}

To reschedule, call back anytime.

Best regards,
{{company_name}}

AFTER BOOKING SUCCESS:

"Perfect! I've booked your meeting for [DATE] at [TIME]. You'll receive a confirmation email at [EMAIL] within 30 seconds. Should I send you a text reminder too?"

Trigger: Webhooks by Zapier - Catch Hook
Filter: Only continue if action_type = "send_sms"
Action: Formatter by Zapier - Phone Number
Format: E.164
Input: {{caller_phone}}
Action: Twilio - Send SMS
To: {{formatted_phone}}
From: [Your Twilio Number]
Message: {{sms_content}}
Action: Webhooks - POST (Callback)
URL: [Dialora Callback]
Payload: {"sms_sent": true, "phone": "{{formatted_phone}}"}

Trigger: Webhooks by Zapier - Catch Hook
Action: HubSpot - Find or Create Contact
Email: {{caller_email}}
Action: HubSpot - Update Contact First Name: {{first_name}}
Last Name: {{last_name}}
Phone: {{caller_phone}}
Lead Source: Dialora Voice AI
Notes: {{call_summary}}
Action: HubSpot - Create Deal (if qualified)
Deal Name: {{company}} - {{service_interest}}
Amount: {{estimated_value}}
Stage: Qualification
Action: Slack - Send Message
Channel: #sales-alerts
Message: "🔥 New lead from Dialora: {{caller_name}} - {{company}}"