Overview
Automating how leads flow into Awaz.ai makes your outreach faster, smarter, and scalable. Whether you collect leads through web forms, CRMs, or landing pages, you can send them directly into your Awaz contact list and have an AI agent call them in seconds.
In this guide, we’ll show you how to set up this workflow using Zapier, but you can also use Make.com or our API for the same result.
By the end of this guide, you’ll know how to:
✔ Connect any form or lead source to Awaz.ai
✔ Use automation to send lead data instantly
✔ Personalize AI follow-up calls using custom fields
✔ Launch a no-code funnel in under 15 minutes
Step 1 – Choose Your Automation Tool
To automate lead uploading into Awaz.ai, you can use:
Zapier (recommended for no-code users)
Make.com (flexible for visual workflows)
Awaz.ai API (for developers or custom logic)
In this guide, we’ll use Zapier for demonstration.
💡 Not using Zapier? The steps are similar across Make.com and API — just adapt the logic to your preferred platform.
Step 2 – Create the Trigger (e.g., Form Submission)
In Zapier, click “Create Zap”
Choose your form tool or lead source (e.g., Google Forms, Calendly, Typeform, or a CRM)
Set the trigger as New Form Response, New Row, or similar
Test the trigger to ensure Zapier pulls in name, email, phone number, and any additional custom fields like:
{{product_interest}}
{{company_name}}
{{preferred_language}}
💡 Not sure how to create Custom Fields or train your AI agent with them? Check out our guide on Using Custom Fields and Dynamic Data to Train AI Agents via Zapier or API.
Step 3 – Send Data to Awaz.ai
Add Awaz.ai as your next action in Zapier
Choose “Create Contact”
Map the required fields:
Name
Phone Number
Email (optional)
Any Custom Fields you’ve created in Awaz (e.g.,
product_interest
,company
, etc.)
Step 4 – Trigger a Personalized AI Call
Add another action: “Make a Call”
Select the AI agent you want to use
Insert dynamic fields into the prompt using the contact’s submitted info
🗣️ Sample Prompt:
“Hi {{Contact.FirstName}}, I saw you asked about {{Contact.product_interest}}. I’d love to help. Would you like to book a time to chat?”
You can also instruct the agent to:
Book via Google Calendar
Transfer to a human agent
Send a follow-up via email or WhatsApp
💡 Tips for Better Performance
Test your full workflow using real contact data before going live
Add filters or conditions (e.g., only call if a certain field is true)
Use Zapier’s Formatter to clean up names or reformat data
Refer to Agent Prompts for better scripting ideas
Need Help?
We’ve got plenty of resources to assist you!
📺 Tutorial Videos: Watch step-by-step guides
🔑 Login / Sign-up: Access Awaz.ai
📖 Help Center: Visit our knowledge base
💬 Live Chat – Bottom-right corner of the Awaz platform