Activechat Manual
  • What is Activechat?
  • New? Start here
    • The basics
    • Set up your first project
    • Install the chat widget
    • Upload the knowledge
    • Explore the CRM
    • AI-assisted live chat
      • How to set context for AI hints
    • Live chat mobile app
    • Build your first automation
  • Conversational AI
    • For Customer Service Teams
    • For Product Managers
    • For Innovation Teams
    • For Marketers
    • For e-commerce
    • For developers
  • Help Guides
    • Setting up your team
    • Managing conversations
      • Customer attributes
      • User tags and segments
      • Searching for specific users
      • Agent tags (live chat groups and queues)
      • Triggering live chat sessions from the bot
      • Notifications with the TRIGGER block
    • Managing knowledge
      • Uploading business data
      • Question answering and live chat hints
      • Fine-tuning the large language model
    • Natural language automation
    • Building automations visually
      • Customizing your welcome message
      • Adding new skills
      • Navigating skills
      • Copying skills and blocks
      • Handling errors
    • Improving your virtual agent
    • Using live chat AI hints
    • Customizing automatic website page messages
    • Tracking website actions
    • Facebook Ads automation
      • How to set up a Facebook ads bot
      • How to use buttons and quick replies in a Facebook ads chatbot
    • Lead generation
    • Zapier integrations
    • Customizing your project
      • How to customize the chat widget
      • How to customize the Facebook chat widget
      • How to change bot settings
    • Pricing guide
  • Fundamentals
    • Terminology
      • Intents and entities
      • Contexts
      • Skills and events
        • Built-in system skills
          • /start
          • /default
          • /_default_fallback
          • /_start_live_chat
          • /_page_visit
          • /_error
      • Conversation elements
        • Messages
        • Buttons
        • Quick replies
        • Galleries / carousels
    • Messaging channels
      • Website chat widget
        • Installation
        • Customization
        • Voice input
      • Chat widget landing page
      • Facebook Messenger
        • Connect your page
        • 24 hour rule
        • Message tags
        • Persistent menu
      • Telegram
      • Email
      • Twilio SMS automation
    • Intents and bot skills
    • Conversation insights
    • Grow tools
      • Landing pages
      • Messenger links and QR codes
    • Broadcasting
  • Visual builder reference
    • Sending messages
      • TEXT
      • LISTEN
      • IMAGE
      • MEDIA
      • GALLERY
      • FILE
      • EMAIL
      • SMS
      • LEAD
    • Triggering events
      • SEND
      • CATCH
      • TRIGGER
      • LIVE CHAT
    • Manipulating data
      • DATA
      • ADD TAG
      • REMOVE TAG
      • JSON
      • STATUS
      • VALIDATION
    • Conditional logic
      • SWITCH
    • Timers and delays
      • TIMER
      • WAITFOR
      • WAITUNTIL
    • E-commerce blocks
      • CATEGORY
      • PRODUCT
      • VARIATIONS
      • SIMILAR
      • UPSELLS
      • CROSSSELS
      • Shopping carts
        • ADD TO CART
        • UPDATE CART
        • SHOW CART
        • CLEAR CART
        • CREATE ORDER
    • Natural Language
      • NLP
    • System attributes
    • System events
  • Integrations
    • Google services
      • Connect your Google account
      • Google Sheets
        • Searching and updating Google Sheets data
        • Building galleries with Google Sheets data
      • Google Calendar
        • Searching for events
        • Creating and updating events
    • Shopify
    • WooCommerce
    • Dialogflow
      • Building an agent
      • Using entities
      • Slot filling
      • Context management
      • E-commerce NLP
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  1. Help Guides

Zapier integrations

PreviousLead generationNextCustomizing your project

Last updated 3 years ago

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Zapier chatbot integration allows you to connect Activechat to hundreds of other applications supported by with a single block.

Let’s look into a simple example – it will add new leads from your chatbot to CRM. To make it work, we’ll first create a new Zap that will be triggered by the webhook.

Setting up Zapier’s “Catch webhook” trigger

In the “Customize webhook” section you will find the URL of the webhook (it’s in the “Custom Webhook URL” field) – copy it and save it to use later in the block settings in Activechat.

Paste the Webhook URL that you got from Zapier into the “URL” field in the JSON block editor and choose the “POST” method. (You can choose the “GET” method too, but it will append the “querystring_” prefix to every parameter name that you’re sending to Zapier.)

Now, go back to Zapier and click the “TEST & REVIEW” button in the “Find Data” part of the Webhook trigger settings.

Sample data sent by your JSON block to Zapier’s webhook endpoint

Notice that we’ve chosen the “Find person” action in Pipedrive instead of “Create person” due to the fact that the “Find person” can automatically create a new person if none was found, and if a person with that email already exists in my Pipedrive CRM, it would be better to append existing data instead of getting a broken Zap.

You can use every attribute that you’ve sent with the JSON block in the Action setup fields:

Once you complete the Action step setup, send test data to your app (Pipedrive in our case), and don’t forget to switch your Zap ON. Once it’s ON, the webhook endpoint will constantly listen to new requests from the JSON block and send data to the connected apps on every new lead.

Copying the webhook URL for the JSON block

Now, you are ready to get sample webhook data into Zapier to use it in the remaining part of the setup. Let’s switch to Activechat and prepare the block.

First, we’ll need some data to send to Pipedrive through Zapier. It can be like $_first_name and $_last_name, or any number of that you can collect with blocks or calculate with blocks.

A simple lead generation flow asks questions and sets the user attributes

After your chatbot receives from the user all the info it needs to send, let’s connect the block to trigger the webhook in Zapier.

JSON block setup with Zapier webhook URL and a number of parameters from user attributes

Now add data that you want to send to your third-party app through Zapier as “parameters” of the JSON block. Notice that Activechat allows you to change the name of the user attribute when sending it as a parameter – this can be crucial for the number of applications. In the example above we’re sending user attributes $user_name (as “name”), $user_phone (as “phone”), $user_email (as “email”), $user_company (as “company”) and a couple of other attributes. Notice the use of the $_last_page_visit_url to send data about the page on your website where the conversation started.

.

Once you complete the setup of the JSON block and the lead generation is ready, build your bot and let’s send some test data to Zapier!

in the chatbot, answer the questions that you’ve built there – but WAIT until you send the last answer, preceding the block. We do not want to trigger that block yet!

Testing the connection between Activechat and Zapier

When you click it, you will have approximately 3 minutes to send test data to Zapier (by triggering your ).

Example chatbot conversation for lead generation purposes

So, answer the last question in your lead generation skill and let the block execute. (Don’t forget to add some kind of confirmation after this block in your skill so that the user knows his data was sent successfully!)

If you go back to Zapier now, you will notice that the block has sent some data to the webhook endpoint, and you can click the sample to check that data.

Voila! Now you can proceed to the rest of your Zap set up, and send that data anywhere – to hundreds of .

As promised, let’s add that data as a new lead to the .

Adding the ACTION step after the original Webhook trigger
Data sent from the JSON block is available in Zapier

🛑 IMPORTANT! Please note that if you are using multiple Zaps in your chatbot, Webhook URLs will be different for each of them! Pay attention to this when copying and pasting JSON blocks in the .

JSON
system attributes
user attributes
LISTEN
DATA
JSON
system attribute
Click here to read more about website tracking in Activechat
chatbot skill
Trigger the skill
JSON
JSON block
JSON
JSON
apps supported by Zapier
Pipedrive CRM
visual chatbot builder
Zapier
JSON
Pipedrive
JSON