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Webhooks & Automation10 min

Zapier Integration

Connect your chatbot to 6,000+ apps using Zapier webhooks. Step-by-step guide from creating a Zap to activating your first automation.

What you'll learn

  • What you'll build
  • Create a Zap in Zapier
  • Set up the webhook in Chattlebot
  • Configure triggers
  • Test the connection
  • Build your Zap actions
  • Activate and verify
1

What you'll build

By the end of this guide, leads from your chatbot will flow automatically to any of Zapier's 6,000+ apps. When a visitor submits their information through your Chattlebot chatbot, a webhook will fire instantly, sending the lead data to Zapier โ€” which then routes it to Google Sheets, HubSpot, Slack, Gmail, or whatever app you choose. No coding required. The entire setup takes about 10 minutes.

Visitor chats

Submits info

Webhook fires

Instant payload

Zapier receives

Catches hook

6,000+ apps

Your choice

CRMSheetsSlackEmail+ 6,000 more
2

Create a Zap in Zapier

Log in to zapier.com and click 'Create Zap' (or '+ Create' in the top menu). For the trigger app, search for 'Webhooks by Zapier' and select it. Choose 'Catch Hook' as the trigger event โ€” this tells Zapier to listen for incoming data from Chattlebot. Click 'Continue', and Zapier will generate a unique webhook URL that looks like: https://hooks.zapier.com/hooks/catch/YOUR_ID/YOUR_HOOK/. Copy this URL โ€” you'll paste it into Chattlebot in the next step. Don't close the Zapier tab yet; you'll come back to test the trigger after setting up the webhook.

Create a Zap

zapier.com

1

Trigger: Webhooks by Zapier

Event: Catch Hook

2

Copy your webhook URL

https://hooks.zapier.com/hooks/catch/...
3

Action: Choose your app

Configure after testing

3

Set up the webhook in Chattlebot

In your Chattlebot dashboard, navigate to your bot's Actions page and click 'Custom Webhooks' โ†’ 'Add Webhook'. From the template picker, select the Zapier template โ€” this pre-configures the correct settings for Zapier's catch hook format. Paste the webhook URL you copied from Zapier into the URL field. Give your webhook a descriptive name like 'Lead to Zapier' or 'New Lead โ†’ Google Sheets'. The Zapier template automatically sets the HTTP method to POST and configures the default payload template with all available lead variables.

Template picker with Zapier selected
Zapier webhook configuration form
4

Configure triggers

Choose when this webhook should fire. Enable 'Trigger on Lead Capture' to send data every time a visitor submits their information through the chatbot. You can optionally set an urgency filter to only fire for specific urgency levels โ€” for example, only 'High' urgency leads if you want to focus on the most engaged visitors. The urgency is determined automatically by the AI based on conversation context. For most Zapier setups, enabling the lead capture trigger without any urgency filter is the simplest starting point.

Trigger settings with lead capture enabled
5

Test the connection

Click 'Send Test Webhook' in Chattlebot to send sample data to your Zapier URL. You should see a success response (200 OK) with a short response time. Now switch to your Zapier tab and click 'Test trigger' โ€” Zapier will detect the sample data that Chattlebot sent and display the fields it received, including lead email, name, phone, urgency, conversation summary, and more. If the test is successful, you'll see all the lead data fields available for use in your Zap actions. If the test fails, double-check that you copied the full URL and that your Zap is still in edit mode.

Webhook test panel with sample variables
Successful webhook test result
6

Build your Zap actions

Now that Zapier is receiving data from Chattlebot, add one or more action steps to your Zap. Here are popular examples: Google Sheets โ€” add a new row with lead name, email, phone, and urgency for a simple lead tracker. HubSpot โ€” create a new contact with the lead's details and conversation summary. Slack โ€” post a notification to a channel like #sales-alerts with the lead's name, urgency level, and a summary of what they discussed. Gmail โ€” send a personalized follow-up email to the lead. You can chain multiple actions together โ€” for example, add a row to Google Sheets AND send a Slack notification from the same webhook data.

Google Sheets

Add row with lead data

HubSpot

Create new contact

Slack

Post to #sales-alerts

Gmail

Send follow-up email

7

Activate and verify

In Zapier, turn on your Zap by clicking the toggle to make it active. Back in Chattlebot, make sure your webhook is enabled (the toggle should be on). Your automation is now live! When a real visitor submits their information through your chatbot, the data will flow through automatically. To verify everything works end-to-end, open your chatbot widget and submit a test lead โ€” then check Zapier's task history and your destination app (Google Sheets, Slack, etc.) to confirm the data arrived correctly.

๐Ÿ’กPro Tip

  • Zapier's free plan includes 100 tasks per month. If you expect higher volume, check Zapier's pricing for plans with more tasks and multi-step Zaps.

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