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Integrations

Connect AI Chatbot to Zapier

Automate workflows by connecting AI Chatbot to 5,000+ apps with Zapier.

Zapier allows you to connect AI Chatbot to over 5,000 apps and automate workflows without writing code. You can automatically send captured leads to your CRM, notify your team in Slack, add contacts to email lists, and much more.

Prerequisites

Step 1: Create a AI Chatbot API Token

1

Go to API Tokens

In your AI Chatbot account, click on your profile and select API Tokens.

2

Create New Token

Click Create Token and give it a descriptive name (e.g., “Zapier Integration”).

3

Copy the Token
Copy the newly created API token. You’ll need this to connect Zapier to your account.

Store your API token securely. You won’t be able to see it again after leaving this page.

Confirm the connection

Once connected, you’ll see:

  • A green Connected badge
  • Your AI Chatbot Account name
  • The Chatbot selected for the trigger

New leads captured by that chatbot will now flow through the Zap to your destination app.

Step 2: Create a New Zap

1

Open Zapier
Log in to your Zapier account and click Create Zap.

Step 3: Configure the Trigger

1

Select AI Chatbot

In the Trigger section, search for and select AI Chatbot.

2

Choose Trigger Event

Select New Lead as the trigger event. This fires whenever a visitor submits a lead capture form.

3

Connect Your Account
Click Sign in and enter the API token you created earlier.

1

Enter Chatbot ID

Enter your chatbot’s ID. You can find this in Configuration > Settings in your AI Chatbot dashboard. The Agent ID is displayed at the top.

2

Test the Trigger

Click Test trigger to verify the connection is working.

Step 4: Add an Action

Now connect AI Chatbot to your destination app. Here are some popular examples:

Example: Send Leads to Google Sheets

1

Add Action
Click the + button to add an action step.

2

Select Google Sheets

Search for and select Google Sheets.

3

Choose Action Event

Select Create Spreadsheet Row.

4

Connect and Configure
Connect your Google account, select your spreadsheet, and map the lead fields to columns.

Example: Notify Team in Slack

1

Add Action

Click the + button to add an action step.

2

Select Slack

Search for and select Slack.

3

Choose Action Event

Select Send Channel Message.

4

Configure Message

Choose your channel and create a message template with lead details.

Example: Add to Mailchimp

1

Add Action

Click the + button to add an action step.

2

Select Mailchimp

Search for and select Mailchimp.

3

Choose Action Event

Select Add/Update Subscriber.

4

Map Fields

Map the email and name fields from the lead to Mailchimp subscriber fields.

Step 5: Test and Publish

1

Test the Zap

Click Test step to verify data flows correctly to your destination app.

2

Verify
Check that the test data appeared in your destination (spreadsheet, Slack channel, etc.).

3

Publish
Click Publish to activate your Zap.

Available Trigger Data

When a lead is captured, Zapier receives the following data that you can use in your actions:

Field

email

Description

Lead’s email address

name

Lead’s name (if captured)

message

Any message the lead submitted

created_at

Timestamp of submission

Custom fields

Any additional fields from your lead capture form

You can create multiple Zaps with different actions. For example, one Zap to add leads to your CRM and another to send a Slack notification.

Troubleshooting

Leads Not Triggering the Zap

Missing Data

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