Collect leads with Zapier Chatbots

With the Chatbots Advanced plan, you can create your own keywords for lead data collection.

Add the Collect lead logic

1. From the Chatbots home, select the chatbot.
2. From the sidebar, click Logic. 
3. Click Collect leads. 
4. 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 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. 
• 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
• Email
• Phone
• Company

You can edit those fields, or add more.

Edit an existing field

1. From the sidebar, click Logic.
2. Click Collect leads.
3. In the Fields section, edit the text in an existing field.
4. Click Create logic (for a new logic) or Save (for an existing logic).

Add new fields

1. From the sidebar, click Logic.
2. Click Collect leads.
3. In the Fields section, click + Add field. A new field will appear.
4. Click the dropdown menu beside the text field to select the field type. These will determine how the content is formatted in your table.
5. Enter the field title in the text field.
6. Click Create logic (for a new logic) or Save (for an existing logic).

Note

The field title will be used in context, so you do not need to worry about capitalization.

Delete a field

1. From the sidebar, click Logic.
2. Click Collect leads.
3. Click the delete icon beside the field you want to remove.
4. Click Create logic (for a new logic) or Save (for an existing logic).

Decide how the request is presented

The chatbot can ask the user for information all at once or one field at a time. To change this behavior:

1. Click the How fields are shown dropdown menu.
2. Select:
   • Ask for information all at once (this is the default): the chatbot will ask for all fields in the same message.
   • Ask for information one at a time (based on your set order): the chatbot will ask for one field at a time. The chatbot will respect the order of the fields as they appear.
3. Click Create logic (for a new logic) or Save (for an existing logic).

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).