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.
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.
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
- Phone
- Company
By default, all fields are active. Clear the checkbox beside the fields you do not want the chatbot to collect.
TipUpgrade to the Advanced plan to create your own keywords.
With the Chatbots Advanced plan, you can create your own keywords for lead data collection.
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.
- When certain keywords are used: The chatbot will only ask for information if one of the selected keywords is used.
What information the chatbot asks for
If you're 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 Logic tab of your chatbot, scroll down to the Fields section.
- Click an existing field to edit the text.
Add new fields
- 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 the table field.
- Enter the field title in the text field.
Delete a field
- Click the delete icon beside the field you want to remove.
beside the field you want to remove.
Note- You can create up to 10 custom information fields.
- The field title will be used in context, so you do not need to worry about capitalization.
Create your own keywords
If you select the option "When certain keywords are used", you can create 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 Logic tab of your chatbot, click the Trigger this logic when the user says… text field.
- Enter your keyword or phrase.
- Click Create logic.
Remove a keyword
- Click the delete icon beside the keyword you want to remove.
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.