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Table of Contents

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Introduction

You’ve built your conversational AI agent on Irelia.ai, and it’s actively chatting with prospects on WhatsApp, Facebook, and Instagram. But what happens when something important occurs—like when a lead gets qualified, when your bot collects key information, or when someone books a meeting? Right now, you might be manually checking your Irelia dashboard and copying information to other tools. There’s a better way. This guide shows you how to automatically send information from Irelia to your other business tools the instant something important happens—no manual work, no delays, no checking dashboards. By the end of this guide, you’ll have:
  • A working automation that triggers when specific events happen in your Irelia conversations
  • Data flowing automatically from Irelia to your CRM, spreadsheets, or team chat
  • The knowledge to build unlimited additional automations

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What You’ll Need

  • An Irelia.ai account with at least one active agent
  • A Zapier account (free tier works fine) — Sign up here if needed
  • A destination for your data (Google Sheets, Slack, or your CRM)
No coding required. If you can copy and paste, you can do this.

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🎯 Common Use Cases — Start Here

80% of readers need one of these two setups. Find yours, note the guidance, then follow the Step-by-Step Setup below — you’ll just make different selections at Step 2 and Step 4.

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Use Case 1: Update my CRM or spreadsheet when a lead qualifies or a goal is completed

Examples: lead marked as qualified → update HubSpot status · meeting booked → log it in your sheet · goal completed → notify your sales team 📡 Select this event in Step 2: Lead Qualified or Goal Achieved Which steps do I follow?
  • Contact already exists in your CRM / spreadsheet → Follow Steps 1–3, then use the Search & Update pattern for Step 4.
  • Contact is brand new (not yet in your system) → Follow Steps 1–6 as written (Example A, B, or C in Step 4).
Most common mistake: The contact likely already exists in your system (you probably added them on first contact). If you use “Create Row” or “Create Contact” again, you’ll get duplicates. Use the Search and Update Existing Records pattern for Step 4 instead.

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Use Case 2: Push collected data (budget, company size, timeline, etc.) to my CRM or spreadsheet

Examples: bot collects budget → populate CRM field · company size gathered → update spreadsheet row · timeline captured → segment lead automatically 📡 Select this event in Step 2: Data Gathered Which steps do I follow?
  • Contact already exists in your CRM / spreadsheet → Follow Steps 1–3, then use the Search & Update pattern for Step 4.
  • Contact is brand new (not yet in your system) → Follow Steps 1–6 as written (Example A, B, or C in Step 4).
Don’t see your use case? No problem — review the full events table and follow the guide using “New Inbound Contact” as your learning event. The process is identical for every event; only your selections at Step 2 and Step 4 change.

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Quick Path (Experienced Users)

  1. Zapier: Create Zap → Trigger: “Webhooks by Zapier” → Event: “Catch Hook” → Copy webhook URL
  2. Irelia: Settings → Select Agent → Events and Notifications → Paste URL into desired event field
  3. Test: Click “Test” button in Irelia → Return to Zapier → Verify data received
  4. Action: Add your action app → Map fields → Test → Publish
Need more detail? Continue with the full guide below.

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Quick Overview: What You’ll Do

Get a webhook URL from Zapier

3 min

Paste the URL into Irelia

2 min

Send test data

2 min

Set up your action

(Google Sheets, Slack, etc.) — 5 min

Test everything end-to-end

3 min

Turn it on and name it

1 min
Total: ~15-20 minutes

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How This Works

Think of this connection like a smart doorbell system:
Doorbell SystemYour Automation
🏠 Something happens at your door (doorbell rings, package arrives)Your AI agent has an important moment (lead qualified, goal achieved, data collected)
📹 Doorbell camera captures it and sends infoIrelia’s webhook packages the details (who, what, when)
📱 Your phone receives the notificationZapier receives the data instantly
⚡ Automatic action triggers (save video, alert family)Your apps do their thing (add to CRM, send Slack message, update spreadsheet)
The magic: Everything happens automatically in seconds. No manual work. No delays. No checking dashboards.

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What Events Can Irelia Notify You About?

As your AI agent chats with prospects, Irelia tracks important milestones called events—the “moments that matter” in your conversations. Below you can find a few examples of Irelia events:
EventWhat It MeansExample Use
💬 New Inbound ContactSomeone messages you first→ Notify sales team
🎯 Lead QualifiedProspect meets your criteria→ Add to CRM
❌ Lead DisqualifiedProspect doesn’t fit→ Add to nurture campaign
✅ Goal AchievedProspect completed an objective→ Send confirmation email
📝 Data GatheredBot collected specific information→ Update spreadsheet
❓ Question Lacking AnswerProspect asked something bot couldn’t answer→ Create task for team
When an event triggers, Irelia packages all the relevant information—prospect details, conversation history, qualification status, custom data—and sends it to Zapier instantly. For this guide, we’ll use “New Inbound Contact” because it’s easy to trigger and perfect for learning. Once you understand how it works, you can easily set up other events.

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Step 1: Set Up Zapier to Receive Irelia Notifications

Time needed: 3 minutes
In this step, you’ll create a new automation in Zapier and configure it to listen for events from Irelia.

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Create Your Zap

1

Log into your Zapier account

Log into your Zapier account at zapier.com
2

Click the Create Zap button

Click the “Create Zap” button (top left or center of your dashboard)
Zapier dashboard with Create button highlighted
3

View the Zap editor

You’ll see the Zap editor with two main sections:
  • Trigger (what starts the automation) ← You’ll set this up now
  • Action (what happens next) ← You’ll set this up in Step 4
Empty Zap editor with two-panel layout

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Choose Webhooks as Your Trigger

1

Search for webhooks

Click in the Trigger search box
2

Select Webhooks by Zapier

Type “webhooks” and select “Webhooks by Zapier”
App search dropdown with Webhooks by Zapier highlighted
3

Select Catch Hook

For the Event, select “Catch Hook”
Event dropdown with Catch Hook selected
4

Continue through setup

Click “Continue” twice (“Setup” & “Configure” sections)

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Get Your Webhook URL

This is the most important part—you’re getting a unique URL that tells Irelia exactly where to send information.
1

Copy your webhook URL

Zapier will display a Custom Webhook URL
  • It looks like: https://hooks.zapier.com/hooks/catch/123456/abcdef/
Click the “Copy” button next to the URL
Webhook URL field with Copy button
Keep Your Webhook URL PrivateYour webhook URL is like a password—anyone with this URL can send data to your Zapier account. Don’t share it publicly or post it in screenshots you share online.
Keep this Zapier tab open! You’ll need to return here in a few minutes.

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Step 2: Tell Irelia Where to Send Notifications

Time needed: 2 minutes
Now you’ll log into Irelia and paste the webhook URL you just copied.

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Quick Context: Agents and Events

In Irelia, each AI agent can have its own automations. For this guide, you’ll configure ONE event for ONE agent. Once you understand how it works, you can easily set up more.

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Access Your Agent Settings

1

Log into Irelia

Log into your Irelia.ai settings dashboard
2

Select your agent

Select the agent you want to connect to Zapier
Irelia dashboard with agent selector
3

Navigate to Events and Notifications

Navigate to “Events and Notifications”
Navigation menu with Events and Notifications highlighted

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Configure Your Webhook

1

View available events

You’ll see a list of available events
Events list in Irelia
2

Find your event

Find “New inbound contact reaching out to us” or the event you wish to configure in the list
Picking the right event? If you’re following a specific use case from above, select the event listed there instead of “New inbound contact.”
3

Paste the webhook URL

Click in the URL field next to this eventPaste the webhook URL you copied from Zapier (The URL will auto-save)
Event row with webhook URL pasted
Need to change the URL later?If you ever need a new webhook URL (changed Zaps, troubleshooting, etc.), simply get a new URL from Zapier and paste it into Irelia. The old URL will stop working, and the new one will take over immediately.
Connected! This event will now send data to Zapier whenever someone first contacts this agent.

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Step 3: Test the Connection

Time needed: 2 minutes
Now let’s verify that Irelia and Zapier can talk to each other.

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Send Test Data from Irelia

1

Find the Test button

In your Irelia webhook configuration (where you just pasted the URL)
2

Click Test

Find the blue “Test” button next to the webhook URL fieldClick “Test”
Event row with Test button
3

Verify success in Irelia

You should see a green success indicator in Irelia that says “Just sent a data sample successfully”
Irelia test success confirmation
What just happened: Irelia sent sample data to Zapier. This sample data shows you exactly what kind of information Irelia will send when this event actually happens in a real conversation.

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Verify Zapier Received the Data

1

Return to Zapier

Go back to your Zapier tab (the one you kept open)
2

Test the trigger

Click “Test trigger” to receive the data sample
Test trigger button in Zapier
3

Select a data sample

A list of data sample will appear, select one
Data sample selection in Zapier
4

Continue

Then click “Continue with selected record”
Success! Irelia and Zapier are connected and talking to each other.

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Understanding What Irelia Sends You

Before setting up actions, let’s take 60 seconds to understand what Irelia just sent to Zapier.
Zapier webhook data view
We can conceptually split these data in 3 buckets. 1. 👤 Who They Are (Contact Info)
  • userName - The prospect’s name
  • userNumber - Their phone number
  • inboundLead - Did they message first (true) or did you (false)?
2. 💬 What Happened (Conversation Details) Per Agent, the specific chat the user had with a specific agent (under the “conversationFlow” section):
  • id - Unique agent identifier
  • name - Name of the conversation agent
  • chatHistory - Complete conversation transcript with this agent
  • leadQualification - Are they qualified by this agent? (“fit”, “not a fit”, or “TBD”)
  • interestScore - How interested are they in this conversation? (0.0 to 1.0, like 0% to 100%)
  • reasonNotQualified - Why they didn’t qualify (if applicable)
  • goalAchieved - Number of goals completed with this agent
  • numberOfMessageSent - Messages sent by this agent
  • numberOfMessageReceived - Messages received from prospect
  • numberOfQuestionLackingData - Questions the AI couldn’t answer from knowledge base
  • creditConsumedForThisChat - Credits used for this conversation
Overall (across all agents):
  • chatHistory - Complete chat history across all agents
  • optStatus - Opt-in status (e.g., “in”, “out”)
  • creditConsumedForThisLead - Total credits consumed
  • numberOfMessageSent - Total messages sent
  • numberOfMessageReceived - Total messages received
  • numberOfQuestionLackingData - Total questions lacking answers
  • numberOfGoalAchieved - Total goals achieved
3. 📝 What You Learned (Custom Data)
  • customVariables - Specific information your bot collected (budget, company size, timeline, etc.)
Each custom variable has:
  • name - What you asked about (“Budget”)
  • value - Categorized answer (“$10k-50k”)
  • valueRaw - Exact words they used (“We have around 30k to spend”)
Expanded customVariables section
Use these to: Fill CRM fields, personalize emails, segment leads, give sales reps context, route leads to different teams, prioritize follow-ups, etc..

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Important: Not All Events Send All Data

The test you just ran shows you the data for “New inbound contact” events. Different events send different data. Don’t worry if you don’t see every field mentioned above—you’re seeing exactly what’s relevant for your event.

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Step 4: Set Up Your Action

Time needed: 5 minutes
Now comes the fun part: deciding what should automatically happen when Irelia sends data to Zapier.

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Choose Your First Action

Ask yourself: “When someone first contacts my agent, what’s the ONE most valuable thing that should happen automatically?” Common answers:
  • Log it immediately → Google Sheets (simplest, great for testing)
  • Alert my team → Slack (immediate visibility)
  • Add to my CRM → HubSpot, Salesforce, Pipedrive (most business value)
  • Start a sequence → Email marketing tool (begins nurture process)
Our recommendation for your first automation: Choose Google Sheets or Slack. They’re simple to set up, and you’ll immediately see when your automation works. Once you’ve tested the connection, you can always change the action to something more complex. 👇 Here below you can find guided instruction for these 2 examples.
If you want to create more complex automations or connect different business tools, we suggest searching on YouTube the exact outcome you wish to achieve (E.g. “How to update contact information on Hubspot using Zapier”)

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Example A: Log New Contacts in Google Sheets

Recommended for first-timers
1

Search for Google Sheets

In the Action section, click the search boxSearch for and select “Google Sheets”
Google Sheets being selected from app list
2

Choose the event

Choose “Create Spreadsheet Row” as the eventClick “Continue”
3

Connect your Google account

Connect your Google account (click “Sign in” and follow the prompts)
Google authentication dialog
4

Select your spreadsheet

Select your Spreadsheet (or create a new one first)Select your Worksheet (usually “Sheet1”)
Spreadsheet and worksheet selection dropdowns
5

Map your fields

Map your fields — This is where you tell Zapier which Irelia data goes into which spreadsheet column
Field mapping interface
Click into each field, and Zapier will show you all available data from Irelia. Just select the one you want.
6

Continue

Click “Continue”
Skip to Step 5 →

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Step 5: Test Your Complete Automation

Time needed: 3 minutes
Let’s test the entire workflow end-to-end to make sure everything works together.

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Run Your Test

1

Click Test action

At the bottom of your Action setup, click “Test action” (or “Test & Continue”)
Test action button
2

Verify success

Zapier will send your test data to the app you selectedYou’ll see a success message: “Test successful!”
Green success message in Zapier

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Verify It Worked

Now check your destination to confirm:
If you chose Google Sheets:
  • Open your spreadsheet
  • Look for a new row at the bottom with the test data
  • You should see the prospect’s name, phone, status, etc.
Google Sheet with newly added row
Did you see your data in the right place? Your automation works!

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Step 6: Turn It ON

Time needed: 1 minute

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Activate Your Zap

1

Publish your Zap

At the top of your Zap editor, click the toggle or “Publish” button to turn your Zap ONYou’ll see a confirmation: “Your Zap is ON”
2

Name your Zap

Click on the Zap name at the top (it probably says something like “Webhooks by Zapier + Google Sheets”)Rename it to something descriptive like: “Irelia: New Contact → Google Sheet”
Zap name being edited
Your automation is now live!

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🎉 Congratulations!

You did it! Take a moment to appreciate what you just built:
  • Your AI agent now talks to your other tools automatically
  • Important moments trigger instant actions
  • No more manual data entry or checking dashboards, your system are always up-to-date
  • Your leads get faster, better follow-up
What happens now: Every time someone reaches out to your Irelia agent for the first time → Irelia automatically sends their information to Zapier → Zapier immediately performs your action → All without you lifting a finger.

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Step 7: Monitor Your Automation

Time needed: Ongoing (just a few minutes when needed)

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Check Your Zap History

1

Go to Zap History

Go to Zap History (found in the left sidebar of your Zapier dashboard)
2

Review your runs

Here you can see every time your Zap runs:
  • ✅ Success (green checkmark)
  • ❌ Error (red X with details)
Zap History page with successful runs

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What to Monitor

First few days: Check daily to ensure Zaps run successfully and data looks correct. Ongoing: Zapier sends you email notifications when Zaps error out, so you don’t need to check constantly. Just verify things are working during the first few days.
Pro Tip: Go to Account Settings → Notifications to enable email alerts for Zap errors.

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What’s Next?

Now that you have one working automation, the possibilities are endless. If you want to connect to more events like “New Data Gathered”, “New Lead Qualified”, or “New Goal Achieved”, simply repeat the steps we just did and customize the actions (Step 4) to achieve your desired result. Your options from here:
  1. 🎯 Want to track another event? Create a new Zap and repeat this guide — just select a different event in Step 2
  2. ➕ Want this Zap to do more things? Edit your Zap and click the + button below your action to add more actions/steps
  3. 🤖 Have another agent to connect? Repeat this guide for your other agents — each can have its own automations
  4. ⚡ Ready for advanced workflows? Check out the Advanced Automations section below

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Reference Sections

Use these sections when you need help or want to go deeper.

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Troubleshooting Common Issues

Don’t panic! Here are the most common issues and exactly how to fix them.
What this means: Zapier hasn’t received any data from Irelia yet.How to fix it:Step 1: Verify the webhook URL in Irelia
  • Go to Irelia → Events and Notifications
  • Check that the webhook URL is filled in for your event
  • Make sure it matches EXACTLY the URL from Zapier (no extra spaces)
Step 2: Send test data again
  • Click the blue “Test” button in Irelia next to your webhook URL
  • Wait 5-10 seconds
  • Go back to Zapier and click “Test trigger” again
Step 3: Try a fresh webhook URL
  • If still not working, edit your Zap trigger and copy a NEW webhook URL
  • Delete the old URL in Irelia and paste the new one
  • Click Test again in Irelia
What this means: Irelia is sending data correctly, but something’s wrong with your action setup.How to fix it:Step 1: Read the error message
  • Zapier shows detailed error messages in red
  • Look for phrases like “Required field missing” or “Authentication failed”
Zapier error message example
Step 2: Check required fields
  • Look for fields marked with a red asterisk (*)
  • Make sure each required field has data mapped
Step 3: Reconnect your account
  • In your action setup, click “Reconnect” or the account name
  • Sign in again and grant permissions
  • Test the action again
Step 4: Verify your destination exists
  • Google Sheets: Confirm the spreadsheet wasn’t deleted
  • Slack: Check the channel wasn’t archived
  • CRM: Verify pipeline/status values still exist
What this means: The Zap says it succeeded, but you can’t find the data.How to fix it:Step 1: Check Zap History for details
  • Go to Zapier → Zap History
  • Click on your recent run to expand details
  • Look at “Data Out” to see exactly what was sent
Zap History details with Data Out section
Step 2: Look in the right place
  • Google Sheets: Scroll to the bottom (new rows are added at the end). Try Ctrl+F to search.
  • Slack: Check you’re in the right channel. Search for messages from “Zapier.”
  • CRM: Search by phone number instead of name. Check if you’re in a filtered view.
Step 3: Check for filters
  • Go back to your Zap editor
  • Look for any Filter steps between trigger and action
  • Verify your data passes the filter conditions
What this means: Your automation worked during testing but stopped working for real events.How to fix it:Step 1: Check if your Zap is ON
  • Go to your Zapier dashboard
  • Verify your Zap shows “ON” in green
  • If it says “OFF” or “Paused,” turn it back on
Step 2: Check authentication
  • Edit your Zap and look for yellow warning icons
  • Reconnect any apps that show warnings
  • This is especially common with Google accounts
Step 3: Verify Irelia configuration
  • Go to Irelia → Events and Notifications
  • Confirm the webhook URL is still there
Step 4: Check Zapier task usage
  • Go to Account → Usage
  • Free plans have 100 tasks/month
  • If you’ve hit the limit, upgrade or wait for reset
What this means: The same contact is being processed multiple times.How to fix it:Step 1: Audit your Zaps
  • Check all your active Zaps
  • Look for duplicates with the same trigger
  • Turn off or delete duplicate Zaps
Step 2: Check Irelia configuration
  • Verify each event has a UNIQUE webhook URL
  • If you pasted the same URL in multiple events, that’s the problem
What this means: The customVariables field is empty or doesn’t have expected data.How to fix it:Step 1: Use the right event
  • “New Inbound Contact” fires BEFORE data collection
  • Use “Data Gathered”, “Goal Achieved” or “New Lead Qualified” events instead if you need collected data
Step 2: Check variable indices
  • Custom variables are numbered (0x1, 0x2, 0x3, etc.)
  • Make sure you’re mapping the correct index
Step 3: Test with a complete conversation
  • Instead of using the Test button, have a full conversation that reaches data collection
  • Then check if data flows through

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🆘 Still Stuck?

Irelia.ai Support:
  • Contact support in the Whatsapp priority support group or send an email to “info@irelia.ai”
  • Include: Screenshots of your configuration, the error message, and what you expected vs. what happened
Zapier Support:
  • Visit: help.zapier.com
  • Check: status.zapier.com for outages

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Quick Checklist

Use this to verify your setup is complete:

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Essential Setup

  • Webhook URL copied from Zapier
  • URL pasted into Irelia for your chosen event
  • Test data sent from Irelia
  • Test data received in Zapier
  • Action configured (Google Sheets, Slack, or CRM)
  • Action tested successfully
  • Zap turned ON
  • Zap given a descriptive name

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Verification

  • Triggered a real event (or used Test button)
  • Confirmed data appeared in destination app
  • Checked Zap History shows successful run
All checked? You’re good to go!

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Advanced Automations (Optional)

Ready to do more? These sections show you how to build sophisticated workflows.

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Search and Update Existing Records

Sometimes you don’t want to create a new record—you want to update an existing one. For example, when a lead you already added gets qualified, or when new data is gathered for someone already in your system. This requires a two-step approach: Search first, then Update. Example: Update an existing lead’s row when they get qualified Trigger: Lead Qualified Actions:
1

Search for the existing row

  • Add action: Google Sheets → Lookup Spreadsheet Row
  • Set Lookup Column to “Phone”
  • Set Lookup Value to userNumber from Irelia
  • This finds the row matching the prospect’s phone number
2

Update that row with new data

  • Add action: Google Sheets → Update Spreadsheet Row
  • Set Row to the row number returned from Step 1
  • Map the fields you want to update (Lead Status, Interest Score, etc.)
Search and Update Zap structure
Result: Instead of creating duplicate rows, your existing lead’s information gets updated in place.
Important: Phone Number Format Must MatchFor the search to work, the phone number format in your existing records must match the format Irelia sends. Irelia sends phone numbers with the international prefix (e.g., 393401234567).If your existing records store phone numbers without the prefix (e.g., 3401234567), the search won’t find a match—because 3401234567 and 393401234567 are technically different values.To avoid this issue:
  • Store phone numbers with the international prefix in your spreadsheets and CRMs
  • If you have existing records without prefixes, update them to include the prefix
  • This ensures Irelia’s data will always match your existing records
Same logic applies to CRMsMost CRMs (HubSpot, Salesforce, Pipedrive) have similar “Find Contact” and “Update Contact” actions. Search by phone number, then update with the new data. Some CRMs even offer “Create or Update” actions that handle both scenarios automatically.

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Using Filters to Control When Actions Run

Filters let you add conditions so your action doesn’t run for EVERY event. Example: Only add to CRM if the prospect’s budget is “$10k-50k” or higher
1

Add a Filter

In your Zap, click the + button between Trigger and Action
2

Select Filter

Select “Filter”
3

Set your condition

Set your condition: customVariables Value (text) contains $10kOnly leads meeting this criteria will continue to your action
Zapier filter setup interface
Common filter use cases:
  • Only add to CRM if budget matches your target → customVariables Value equals $10k-50k
  • Only notify team if company size is “Enterprise” → customVariables Value contains Enterprise
  • Only send to sales if lead is qualified → Lead Qualification equals fit
Tip: Use the customVariables Value field (the categorized answer) for filters rather than customVariables ValueRaw (exact words). The categorized value is more consistent and reliable for matching conditions.

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Multi-Step Zaps (Multiple Actions from One Trigger)

Why do one thing when you can do several? Example: When a lead is qualified:
  1. Add to HubSpot CRM
  2. Send Slack notification to sales team
  3. Add to “Hot Leads” Google Sheet
  4. Send welcome email
How to set this up:
1

Complete your first action

After your first action, click the + button below it
2

Add another action

Select “Action”Add your second app and configure it
3

Repeat for additional actions

Repeat for additional actions
Multi-step Zap with multiple actions
Tip: Actions run top-to-bottom. If an earlier action fails, later ones won’t run. Place your most critical action first.

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Using Paths for If/Then Logic

Paths let you create branching logic based on data. Example: Route leads based on qualification status
  • If Lead Qualification equals “fit” → Path A: Add to HubSpot + Notify sales
  • Else If Lead Qualification equals “not a fit” → Path B: Add to nurture campaign
  • Else (TBD) → Path C: Add to “Needs Review” spreadsheet
Zapier Paths interface with multiple branches

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Using Formatter for Data Transformation

Zapier’s Formatter tool lets you transform data before sending it:
  • Format phone numbers consistently (add country code)
  • Split userName into first name and last name
  • Convert interestScore from decimal (0.85) to percentage (85%)
  • Change date formats to match your CRM

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Real-World Use Case Examples

Trigger: Lead QualifiedActions:
  1. Create contact in HubSpot with “Hot Lead” status
  2. Send Slack notification to sales team
  3. Add to “Qualified Leads” Google Sheet
  4. Send welcome email via Gmail
Impact: Sales team engages qualified leads within minutes instead of hours.
Trigger: Lead DisqualifiedActions:
  1. Add to Mailchimp nurture campaign
  2. Log in “Nurture Pipeline” spreadsheet
  3. Create task in Asana to follow up in 3 months
Impact: No lead is wasted; everyone gets appropriate follow-up.
Trigger: Question Lacking AnswerActions:
  1. Send Slack notification to content team so they can reply manually through Irelia dashboard
  2. Log in “Knowledge Base Gaps” spreadsheet
Impact: Continuously improve your AI’s knowledge.
Trigger: Goal AchievedActions:
  1. Send confirmation email with next steps
  2. Update CRM with goal completion
  3. Notify account manager in Slack
Impact: Instant positive reinforcement and seamless customer journey.
Trigger: Data GatheredActions:
  1. Update CRM with custom variables (budget, timeline, company size)
  2. Add to segment-specific sheet (Enterprise vs SMB)
  3. Trigger personalized email based on answers
Impact: Rich prospect data flows automatically; no manual entry.

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Final Tips

🎯 Start simple — One event, one action. Master that before expanding. 🧪 Test thoroughly — Always verify with real data before relying on automation. 📊 Monitor regularly — Check Zap History weekly, especially at first. 🔄 Iterate — Your first automation doesn’t have to be perfect. Refine over time. 🤝 Ask for help — Both Irelia and Zapier have great support teams.
Remember: Every automation expert started with one simple Zap. You just built yours. The possibilities from here are endless. Happy automating! 🚀