What the integration does
Two instant triggers. Each one starts a workflow in Zapier as soon as it happens in Personify.
New Lead
Triggers when a lead is created.
Add the lead to your CRM or email list, with the page they came from.
Conversation Ended
Triggers when a conversation finishes, about 30 minutes after the last message, with the full transcript.
Log it in a spreadsheet, or get a Slack message with the transcript.
How to connect Personify to Zapier
Everything happens inside Zapier apart from creating your key.
- 1In Zapier, create a workflow and choose Personify as the trigger app.
- 2Pick a trigger: New Lead or Conversation Ended.
- 3Connect your account. Create an API key on your Integrations page in the Personify dashboard (open Zapier, then press Create key) and paste it into Zapier.
- 4Choose which clone the workflow should watch. One workflow watches one clone.
- 5Test the trigger. Zapier pulls a few of your recent real leads or conversations so you can map the fields.
- 6Add the app you want the data sent to, map the fields, and turn the workflow on.
Workflow ideas for coaches
A few of the apps coaches connect via Zapier, and what to send them.
Kajabi. Give new leads access to a free offer.
Trigger: New Lead
Kit. Add new leads to a sequence.
Trigger: New Lead
Calendly. Create a one-off booking link for each new lead.
Trigger: New Lead
HubSpot. Create a contact for every new lead.
Trigger: New Lead
Mailchimp. Add new leads to an audience.
Trigger: New Lead
Teachable. Enroll new leads in a free course.
Trigger: New Lead
Google Sheets. Log every conversation as a row.
Trigger: Conversation Ended
ActiveCampaign. Add new leads as contacts and tag them.
Trigger: New Lead
Circle. Add new leads as contacts in your community.
Trigger: New Lead
HighLevel. Add or update a contact for every new lead (listed on Zapier as LeadConnector).
Trigger: New Lead
Thinkific. Enroll new leads in a free course.
Trigger: New Lead
Slack. Get a message the moment your clone captures a lead.
Trigger: New Lead
And 9,000+ more. Anything on Zapier.
What gets sent
New Lead
The email address and name the visitor gave, which clone captured them, the lead's outcome, the page they came from, UTM source, medium and campaign, and when the lead was saved.
Conversation Ended
Which clone held the conversation, when it started and ended, how many messages it had, how long it lasted, any lead captured in it, and the transcript.
Good to know
- Personify sends data to Zapier. There are no actions yet, so a workflow cannot change your clones.
- A conversation counts as ended about 30 minutes after its last message.
- One workflow watches one clone. A workspace can have up to 25 connections in total.
- Transcripts are capped at 200 messages or 65,536 characters, and 4,000 characters per message.
- Zapier currently lists Personify as Beta.
Building your own connection instead of using Zapier? The API reference covers the same two events.
FAQ
Does Personify work with Zapier?
Yes. Personify is listed on Zapier with two instant triggers: New Lead and Conversation Ended. You can send leads and finished conversations from your AI clone to any of the 9,000+ apps Zapier connects to.
What can the Personify Zapier integration do?
It sends data out of Personify. New Lead fires when your clone captures a lead. Conversation Ended fires about 30 minutes after the last message of a conversation, with the transcript. There are no actions yet, so a workflow cannot change your clones, their settings or their knowledge.
Where do I get my API key?
Create an API key on your Integrations page in the Personify dashboard: open Zapier, then press Create key. The key is shown once, so paste it into Zapier straight away. If you lose it, create a new one and revoke the old one.
Why does the listing say Beta?
Zapier currently lists Personify as Beta. Both triggers are available to use now.
Can one workflow watch all my clones?
No. Each workflow watches one clone. To send leads from two clones, set up two workflows. A workspace can have up to 25 of these connections across all its clones.
Do I need to code?
No. Everything is set up inside Zapier. If you are a developer building your own connection instead, the API reference covers the same two events.