Integrations
Connect SiteSpeakAI to Zapier
Automate workflows by connecting SiteSpeakAI to 5,000+ apps with Zapier.
Zapier allows you to connect SiteSpeakAI to over 5,000 apps and automate workflows without writing code. You can automatically send captured leads to your CRM, notify your team in Slack, add contacts to email lists, and much more.
Prerequisites
- A SiteSpeakAI account with a chatbot configured
- A Zapier account (free tier available)
Step 1: Create a SiteSpeakAI API Token
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In your SiteSpeakAI account, click on your profile and select API Tokens.
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Click Create Token and give it a descriptive name (e.g., “Zapier Integration”).
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Store your API token securely. You won’t be able to see it again after leaving this page.
Taking over a conversation
Once connected, you’ll see:
- A green Connected badge
- Your HubSpot Account email
- Your HubSpot Portal ID
All newly captured leads will now automatically be added to your HubSpot contacts with a note containing the context of their conversation.
Step 2: Create a New Zap
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Step 3: Configure the Trigger
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Select SiteSpeakAI
In the Trigger section, search for and select SiteSpeakAI.
2
Select New Lead as the trigger event. This fires whenever a visitor submits a lead capture form.
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1
Enter Chatbot ID
Enter your chatbot’s ID. You can find this in Configuration > Settings in your SiteSpeakAI dashboard. The Agent ID is displayed at the top.
2
Test the Trigger
Click Test trigger to verify the connection is working.
Step 4: Add an Action
Now connect SiteSpeakAI to your destination app. Here are some popular examples:
Example: Send Leads to Google Sheets
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Search for and select Google Sheets.
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Select Create Spreadsheet Row.
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Example: Notify Team in Slack
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Click the + button to add an action step.
2
Select Slack
Search for and select Slack.
3
Choose Action Event
Select Send Channel Message.
4
Configure Message
Choose your channel and create a message template with lead details.
Example: Add to Mailchimp
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Click the + button to add an action step.
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Select Mailchimp
Search for and select Mailchimp.
3
Choose Action Event
Select Add/Update Subscriber.
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Map the email and name fields from the lead to Mailchimp subscriber fields.
Step 5: Test and Publish
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Click Test step to verify data flows correctly to your destination app.
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Available Trigger Data
When a lead is captured, Zapier receives the following data that you can use in your actions:
Field
Description
Lead’s email address
name
Lead’s name (if captured)
message
Any message the lead submitted
created_at
Timestamp of submission
Custom fields
Any additional fields from your lead capture form
You can create multiple Zaps with different actions. For example, one Zap to add leads to your CRM and another to send a Slack notification.
Troubleshooting
Leads Not Triggering the Zap
- Check that your Zap is published and turned on
- Verify the API token is still valid
- Ensure the chatbot ID is correct
- Check the Zap history for any errors
Missing Data
- Make sure your lead capture form collects the fields you need
- Check field mappings in your Zap action
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