Marlie AI and Salesflare

How to connect Marlie AI

About Marlie AI

Marlie AI is a voice assistant that answers calls, qualifies leads, schedules appointments, and keeps your CRMs, sheets, and messaging apps up to date.

Marlie AI operations on Zapier

Triggers (3)

Start a workflow when this happens

  • Call Completed — Triggers when a call with your Marlie AI agent ends. Recommended for most workflows; includes formatted phone numbers, flattened collected data, and an optional transcript.
  • Live Call: Booking Requested (Advanced) — Triggers when Marlie confirms a booking during a live call and needs your custom system to save it. Requires Reply to Marlie within 30 seconds. Skip this when using a directly connected CRM.
  • Live Call: Customer Lookup Requested (Advanced) — Triggers when Marlie needs to look up a caller in your custom data source during a live call. Requires Reply to Marlie within 30 seconds. Skip this when using a directly connected CRM.

Actions (2)

Things Salesflare can make it do

  • Reply to Booking Request (Advanced) — Sends the booking result for a live call. Use only with the “Live Call: Booking Requested” trigger and make this the final Zap step within 30 seconds.
  • Reply to Customer Lookup Request (Advanced) — Sends the customer lookup result for a live call. Use only with the “Live Call: Customer Lookup Requested” trigger and make this the final Zap step within 30 seconds.

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