Collect leads with Zapier Chatbots

Available on plans:

Free

Pro

Advanced

Beta

Zapier Chatbots is a beta product. It’s available for use, but still in active development and may change.

 

You can use the Collect leads logic type to request information from the person chatting and store it in a table. Using Zaps, you can then send this information to other apps. 

 

How does this logic type work?

The chatbot will ask the user for this information directly within the conversation. Once the user answers, all collected information is saved to a table, and the chatbot will continue answering the user's question. The user can also request to skip the information collection, and the conversation will continue. You can collect lead information at different stages of a conversation.

You can then set up a Zap to submit the collected information to other apps, such as a CRM.

The way you set it up depends on the Chatbots plan you use. 

Pro plan Advanced plan

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 dashboard, click the name of the chatbot.
  • Click the Logic tab. 
  • Click Collect leads.

You must define when the chatbot will ask for the information and what information it will request.

When to request information

Use the Collect this info 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 asks for

In the Pro plan, you can choose from the following pre-made information fields:

  • Name
  • Email
  • Phone
  • Company

By default, all fields are active. Clear the checkbox beside the fields you do not want the chatbot to collect.

Tip

Upgrade to the Advanced plan to create your own keywords.

Send the information to other apps

When you use the Collect lead logic type, the chatbot stores the information in Zapier Tables, and you can send it to other apps with a Zap. This allows you to pass the lead data to your CRM or sales software, to alert your sales team or automatically send the user a newsletter or coupon via email, for example.

When you collect lead data at multiple stages of a conversation, all the information will be combined into one record on the same table so you can easily send it to other apps.

Get lead information with your transcript

If you have a Zap that collects chat transcripts, lead information is included with the content of the Chatbot conversation completed trigger. You can also set your Zap to save the conversation transcript alongside your lead info.

Learn how to set up a Zap that triggers from Zapier Tables to send lead information and transcript data to other apps.

 

Automate more with Zapier

Looking to improve your business using Chatbots and other Zapier products? The Zapier Blog suggests some use cases for this logic.

 

 

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