Connecting your AI to your systems using Zapier

Connect your AI with other applications to automate your lead-generation and client-nurture processes. Make the most of every interaction and integrate your AI with your marketing funnel.

Your AI brings in engaged prospects who want to learn from you. When you link your AI to your other systems, you can follow up quickly and professionally, nurture relationships, turn leads into clients, and upsell your other services - all without manual data entry or constant monitoring of your AI chats.

Here we talk you through how to connect your Coachvox AI to thousands of other applications using the integration tool Zapier.

Contents

Why connect your AI to your systems?

Integrating your AI with your systems turns your AI from being something that just collects names, email addresses and information from your audience, to a powerful marketing tool. You can follow up quickly and professionally, nurture relationships, turn leads into clients, and upsell your other services, all without manual data entry or constantly monitoring your AI chats.

What is Zapier and why use it?

Zapier is a tool that connects different applications, letting them work together seamlessly and automatically while you get on with other things!

We've built a custom Zapier integration for Coachvox so you can link your AI to over 7,000 other platforms, including email services and customer relationship management (CRM) systems.

Using Zapier gives you lots of possible actions. For example:

  • Get notifications when someone new chats with your AI.
  • Add new contacts straight to your CRM system and mailing list.
  • Log purchases of your Coachcart products in your CRM or on a spreadsheet.
  • Set up personalised follow-up emails to nurture new leads.
Coachvox + Zapier

How to connect Zapier to your Coachvox account

  1. Connect Zapier to Coachvox

In your Coachvox account, head to account settings.

Find the Zapier Automation section and click Connect Zapier.

Connect Zapier button

  1. Log in or sign up for a free Zapier account

You can now either:

a) Log in to an existing Zapier account, if you have one already.

b) Sign up to create a FREE Zapier account.

Plan options: The free plan suits most creators' needs, but paid plans are available if you need more features or will have high usage rates.

  1. Accept the connection

When the above appears, click on the button to accept the invite and connect your Coachvox account to your Zapier account.

  1. Sign in to your Coachvox account

When prompted, log in to your Coachvox account to complete the connection.

Note: This setup stage may occur later when you create your first Zap Workflow (automation) involving Coachvox.

  1. You're Connected

You will see that your Zapier account is connected by a green tick displayed in your Coachvox account settings.


Connecting your AI to your other business tools is a great way to integrate your AI into your systems, and you'll create a more seamless experience for both you and your clients.

➡️ Next steps: automations

Now it's time to create your first automated workflow!

Follow our guidance on creating automations with Zapier.

Troubleshooting

Incorrect password

If you're trying to connect Zapier to Coachvox and the system says the password is incorrect, double-check this. Sometimes password managers will try to autofill the sign-in form with your Zapier password.

Error messages after connected

If the two were connected, then you see an error message in a zap for Coachvox, follow these steps to reconnect them:

  • Find and edit a zap step using Coachvox.
  • Press 'Test connection'.
  • You'll be prompted to sign in again to reconnect the two if needed.

Zap test connection example

Reconnecting following a Coachvox password change

If you change your Coachvox password, you may need to reconnect Zapier for your zaps to continue working.

This account connection is expired.

Follow these steps to do this:

  • Find and edit a zap using Coachvox
  • Find the notification saying the connection has expired.
  • Click 'Reconnect this account'.
  • Log in when prompted with your updated Coachvox password.

Other connection issues

If the steps above don't solve your connection issue, starting afresh usually resolves it:

  • Go to Zapier's App Connections page (https://zapier.com/app/assets/connections)
  • Select the 'Connections' tab (rather than 'Apps')
  • Find your Coachvox connection(s), click the three dots next to it, and select 'Delete'
  • Go back to your zap, click on the Coachvox step, and reconnect from scratch, signing in with the Coachvox account you want to use.

Tip: Your Coachvox connections in Zapier now show the connected account's email address, making it easier to tell them apart if you have more than one subscriptions. Older accounts may still simply show Coachvox 1.0.0 instead of the specific account.

Related articles