You can use the Collect leads logic type to request information from the person chatting and store it in a table, or send it to other apps using Zaps.
Available on plans:
Free
Pro
Advanced
BetaZapier Chatbots is a beta product. It’s available for use, but still in active development and may change.
How does this logic type work?
During a conversation, the chatbot can ask users for information, and all answers are saved to a table. Users can decline to provide information, and you can decide when and what information to collect.
There are two ways to request information:
- Embedded form (default): Displays a structured form that users can complete and submit.
- Chat messages: Asks for information through conversational messages.
Both methods integrate seamlessly with your chatbot's theme and work in embedded environments.
How to set up the logic
Lead collection setup changes based on the Chatbots plan you use.
With the Chatbots Pro plan, you can select from pre-made information fields that can be requested at the beginning of the conversation or after a few messages.
Add the Collect lead logic
- From the Chatbots home, select the chatbot.
- From the sidebar, click Logic.
- Click Collect leads.
- Once you're done editing the available fields, click Create logic.
Information collection settings
You can decide when and how the chatbot will request information and what it will ask for.
When to request information
Use the When to ask dropdown menu to define when the chatbot will ask for information:
- At the beginning of the conversation: The chatbot will ask on the first interaction.
- After a few messages: The chatbot will wait until the conversation is established before collecting information. This may happen after 2-5 messages are exchanged, depending on which ChatGPT model you're using.
What information the chatbot ask for
In the Pro plan, you can choose from the following pre-made information fields:
- Name
- Phone
- Company
By default, all fields are active. Clear the checkbox beside the information you do not want the chatbot to collect.
Decide how the request is presented
You can customize both the timing and format of information collection:
Collection method
In the Style field, select how the chatbot will collect information:
- Embedded form (default): Displays a structured form that users can fill out and submit. The form automatically adapts to your chatbot's theme and also works in embedded chatbots.
- Chat messages: The chatbot will ask for information through conversational messages, one field at a time or all at once.
Field presentation
When you ask for information through chat messages, you can decide the cadence for requesting information:
- Click the Cadence dropdown menu.
-
Select:
- All at once (collect all details in one message): The chatbot will request all fields simultaneously.
- Step by step (ask for each piece one at a time): The chatbot will request one field at a time. This option is not available when you select the embedded form.
- Click Create logic (for a new logic) or Save (for an existing logic).
Note
The Cadence field is disabled when you select Embedded form as the information collection style.
Add the Collect lead logic
With the Chatbots Advanced plan, you can create fields to customize what information is requested. You can also request information when specific keywords are used.- From the Chatbots home, select the chatbot.
- From the sidebar, click Logic.
- Click Collect leads.
- Once you're done editing the available fields, click Create logic.
Information collection settings
You can decide when the chatbot will ask for the information and what information it will request.
When to request information
Use the When to ask dropdown menu to define when the chatbot will ask for information:
- At the beginning of the conversation: The chatbot will ask on the first interaction.
- After a few messages: The chatbot will wait until the conversation is established before collecting information. This may happen after 2-5 messages are exchanged, depending on which model you're using.
- When certain keywords are used: The chatbot will only ask for information if one of the selected keywords is used.
What information the chatbot ask for
On the Advanced plan, you can create up to 10 custom information fields. The chatbot will have four prefilled fields:
- Name
- Phone
- Company
You can edit those fields, or add more.
Edit an existing field
- From the sidebar, click Logic.
- Click Collect leads.
- In the Fields section, edit the text in an existing field.
- Click Create logic (for a new logic) or Save (for an existing logic).
Add new fields
- From the sidebar, click Logic.
- Click Collect leads.
- In the Fields section, click + Add field. A new field will appear.
- Click the dropdown menu beside the text field to select the field type. These will determine how the content is formatted in your table.
- Enter the field title in the text field.
- Click Create logic (for a new logic) or Save (for an existing logic).
The field title will be used in context, so you do not need to worry about capitalization.
Delete a field
- From the sidebar, click Logic.
- Click Collect leads.
- Click the delete icon beside the field you want to remove.
- Click Create logic (for a new logic) or Save (for an existing logic).
beside the field you want to remove.
Decide how the request is presented
You can customize both the timing and format of information collection:
Collection method
In the Style field, select how the chatbot will collect information:
- Embedded form (default): Displays a structured form that users can fill out and submit. The form automatically adapts to your chatbot's theme and also works in embedded chatbots.
- Chat messages: The chatbot will ask for information through conversational messages, one field at a time or all at once.
Field presentation
When you ask for information through chat messages, you can decide the cadence for requesting information:
- Click the Cadence dropdown menu.
-
Select:
- All at once (collect all details in one message): The chatbot will request all fields simultaneously.
- Step by step (ask for each piece one at a time): The chatbot will request one field at a time. This option is not available when you select the embedded form.
- Click Create logic (for a new logic) or Save (for an existing logic).
The Cadence field is disabled when you select Embedded form as the information collection style.
Create your own keywords
If you select the option "When certain keywords are used" in the Collect this info dropdown menu, you can enter keywords that must be used in the conversation to start the data collection. You can add multiple keywords, such as different product names. Bear in mind that:
- You can add up to 10 keywords.
- Keywords are not case-sensitive.
- The chatbot will also trigger for similar words. For example, if you use the keyword "pricing", it will also trigger for "prices", "price", and related terms.
Add a new keyword
- From the sidebar, click Logic.
- Click Collect leads.
- In the Keywords section, click + Add keyword.
- Enter your keyword or phrase in the text field.
- Click Create logic (for a new logic) or Save (for an existing logic).
Delete a keyword
- From the sidebar, click Logic.
- Click Collect leads.
- Click the delete icon beside the keyword you want to remove.
- Click Create logic (for a new logic) or Save (for an existing logic).
Send the information to other apps
When you use the Collect lead logic type, the chatbot stores all information submitted in a Zapier Tables record, even if you collect data at different stages of a conversation. If you prefer to store the data elsewhere, you can delete the table created by the chatbot at any time.
To save the information in another app, create a Zap to send the data to other apps. Using Zaps also allows you to create other actions, such as alerting your sales team of a new lead or automatically sending a coupon to the user via email.
If you have a Zap that collects chat transcripts, lead information is already included with the content of the Chatbot conversation completed trigger, so you do not need to create a separate Zap for the lead information.
You can also set up a Zap that triggers from Zapier Tables to send lead information and transcript data to other apps.
Provide feedback and get help
Submit a feature request, provide feedback on existing features, or get help from the Zapier Chatbots team.