{"id":140,"date":"2023-09-27T08:13:47","date_gmt":"2023-09-27T08:13:47","guid":{"rendered":"https:\/\/chatbotbuilder.net\/blog\/?p=140"},"modified":"2025-08-04T09:51:30","modified_gmt":"2025-08-04T09:51:30","slug":"zapier-integration-support","status":"publish","type":"post","link":"https:\/\/chatbotbuilder.net\/blog\/zapier-integration-support\/","title":{"rendered":"Connect Chatbot Builder to Your CRM with Zapier"},"content":{"rendered":"\n<p>Use Chatbot Builder to build your own AI bot in minutes. Your AI Bot can learn from your Support Docs, Support Conversations, and Sales Conversations. You can add PDF, .docx, .text and URL. Using Zapier, you can now transfer the data you collect using Chatbot Builder to the CRM\/MAT of your choice. You can learn more about connecting your Zapier account with the Chatbot Builder account using this document.<\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_76 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/chatbotbuilder.net\/blog\/zapier-integration-support\/#What_do_you_need_to_get_started\" >What do you need to get started?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/chatbotbuilder.net\/blog\/zapier-integration-support\/#How_to_connect_Chatbot_Builder_with_Zapier\" >How to connect Chatbot Builder with Zapier?<\/a><\/li><\/ul><\/nav><\/div>\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_do_you_need_to_get_started\"><\/span><strong>What do you need to get started<\/strong>?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>To send the collected data to the CRM\/MAT of your choice, you need to have access to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>An active <a href=\"https:\/\/chatbotbuilder.net\/\">Chatbot Builder<\/a> account<\/li>\n\n\n\n<li>A <a href=\"https:\/\/zapier.com\/\">Zapier<\/a> account<\/li>\n<\/ul>\n\n\n\n<p><strong>NOTE:<\/strong> Zapier offers Free and Paid account plans, and you can opt for either as per your requirement. However, if you wish to integrate Chatbot Builder with premium apps using Zapier, you will require access to a paid Zapier account.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_connect_Chatbot_Builder_with_Zapier\"><\/span>How to connect Chatbot Builder with Zapier?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>To connect your Chatbot Builder account with your Zapier account, you can follow the steps mentioned below:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Log in to your Zapier account, and in your Zapier Dashboard, click Create Zap.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1430\" height=\"508\" src=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image.png\" alt=\"\" class=\"wp-image-141\" srcset=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image.png 1430w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-300x107.png 300w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-1024x364.png 1024w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-768x273.png 768w\" sizes=\"auto, (max-width: 1430px) 100vw, 1430px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\">\n<li>As the first step, choose <strong>Chatbot Builder<\/strong> as the <strong>Trigger<\/strong> app.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1435\" height=\"663\" src=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-3.png\" alt=\"\" class=\"wp-image-144\" srcset=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-3.png 1435w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-3-300x139.png 300w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-3-1024x473.png 1024w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-3-768x355.png 768w\" sizes=\"auto, (max-width: 1435px) 100vw, 1435px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\">\n<li>Once you have selected Chatbot Builder as the trigger app, choose <strong>New Leads<\/strong> as the <strong>Trigger Event<\/strong>. Click on Continue to save the trigger and the event.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1436\" height=\"600\" src=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-6.png\" alt=\"\" class=\"wp-image-147\" srcset=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-6.png 1436w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-6-300x125.png 300w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-6-1024x428.png 1024w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-6-768x321.png 768w\" sizes=\"auto, (max-width: 1436px) 100vw, 1436px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\">\n<li>Now, you must connect your Chatbot Builder account with your Zapier account using your <strong>Chatbot Builder API Key<\/strong>. Click on <strong>Sign In<\/strong> to add the API key.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1370\" height=\"591\" src=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-4.png\" alt=\"\" class=\"wp-image-145\" srcset=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-4.png 1370w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-4-300x129.png 300w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-4-1024x442.png 1024w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-4-768x331.png 768w\" sizes=\"auto, (max-width: 1370px) 100vw, 1370px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\">\n<li>&nbsp;To get your Chatbot Builder API key, navigate to the API Key sub-tab under Profile Settings.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1323\" height=\"588\" src=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-1.png\" alt=\"\" class=\"wp-image-142\" srcset=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-1.png 1323w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-1-300x133.png 300w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-1-1024x455.png 1024w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-1-768x341.png 768w\" sizes=\"auto, (max-width: 1323px) 100vw, 1323px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\">\n<li>Post connecting your Chatbot Builder account with Zapier, click on Continue to configure the trigger.<\/li>\n<\/ol>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\">\n<li>In the trigger mechanism configuration section, you can choose the Chatbot Builder bot from which you want the collected data transferred to your CRM.&nbsp;<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1343\" height=\"581\" src=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-2.png\" alt=\"\" class=\"wp-image-143\" srcset=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-2.png 1343w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-2-300x130.png 300w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-2-1024x443.png 1024w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-2-768x332.png 768w\" sizes=\"auto, (max-width: 1343px) 100vw, 1343px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"8\">\n<li>Click on Test trigger to test the connection between Chatbot Builder and Zapier.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1435\" height=\"600\" src=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-5.png\" alt=\"\" class=\"wp-image-146\" srcset=\"https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-5.png 1435w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-5-300x125.png 300w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-5-1024x428.png 1024w, https:\/\/chatbotbuilder.net\/blog\/wp-content\/uploads\/2023\/09\/image-5-768x321.png 768w\" sizes=\"auto, (max-width: 1435px) 100vw, 1435px\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"9\">\n<li>As your Zapier and Chatbot Builder account is connected, you can connect your CRM\/MAT with your Zapier account in the Action step. Once the connection is established and consecutive events are selected, your zap will be activated, and data will be sent to your ZRM every time the zap runs.<\/li>\n<\/ol>\n\n\n\n<p>If you have any questions or concerns, feel free to contact us using our Chat Support tool or by emailing us at <strong>Questions@ChatbotBuilder.Net<\/strong>, and we will be happy to assist you further.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Use Chatbot Builder to build your own AI bot in minutes. Your AI Bot can learn from your Support Docs, Support Conversations, and Sales Conversations. You can add PDF, .docx, .text and URL. Using Zapier, you can now transfer the data you collect using Chatbot Builder to the CRM\/MAT of your choice. You can learn&#8230;<\/p>\n","protected":false},"author":21,"featured_media":425,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"footnotes":""},"categories":[1],"tags":[4],"class_list":["post-140","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-how-to","tag-support"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Connect Chatbot Builder to Your CRM with Zapier - Chatbot Builder<\/title>\n<meta name=\"description\" content=\"Easily integrate Chatbot Builder with your favorite CRM using Zapier\u2014automate leads, follow-ups, and more in just a few clicks. No coding required!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/chatbotbuilder.net\/blog\/zapier-integration-support\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Connect Chatbot Builder to Your CRM with Zapier - Chatbot Builder\" \/>\n<meta property=\"og:description\" content=\"Easily integrate Chatbot Builder with your favorite CRM using Zapier\u2014automate leads, follow-ups, and more in just a few clicks. 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