Skip to main content
Use Zapier to connect your SiteGPT chatbot with thousands of apps and automate workflows based on chatbot events.

​
Prerequisites

Active SiteGPT chatbot
Zapier account (free or paid)
Zapier integration feature enabled

​
Available triggers

SiteGPT provides three triggers for Zapier automation:
  • New message
  • New lead
  • Conversation escalated
Triggers when your chatbot sends a message to a user.Use cases:
  • Log conversations to Google Sheets
  • Send notifications to Slack
  • Create tasks in project management tools

​
Setting up Zapier integration

1

Navigate to integrations

Go to Integrations in your chatbot dashboard.
2

Select Zapier

Click Get Started on the Zapier integration card.
3

Connect to Zapier

You’ll be redirected to Zapier to authorize the connection.
4

Create your first Zap

Choose a trigger (New Message, New Lead, or Conversation Escalated) and set up your automation.

​
Example workflows

Trigger: New Lead
Action: Create contact in HubSpot/Salesforce/PipedriveAutomatically add captured leads to your CRM with all collected information.
Trigger: Conversation Escalated
Action: Create ticket in Zendesk/Freshdesk/JiraConvert escalated conversations into support tickets automatically.
Trigger: New Message
Action: Send message to Slack channelGet real-time notifications of chatbot conversations in Slack.
Trigger: New Lead
Action: Send email via Gmail/OutlookSend personalized welcome emails to new leads immediately.

​
Managing Zapier integration

​
View connected Zaps

From your SiteGPT dashboard:
  1. Go to Integrations
  2. Click Manage next to Zapier
  3. View all active Zaps and their status

​
Test your Zaps

Always test your Zaps before activating:
  1. Create a test conversation in your chatbot
  2. Verify the trigger fires correctly
  3. Check that actions complete as expected
  4. Monitor for any errors

​
Troubleshooting

If your Zap isn’t working:
Verify SiteGPT is connected in Zapier and the authorization hasn’t expired.
Ensure your filter conditions are correct and not blocking legitimate triggers.
Use Zapier’s test feature to check data flow and verify the trigger is firing correctly.
Verify you have access to all connected apps and the necessary permissions to perform actions.
Check Zapier’s task history for errors and detailed information about failed runs.

​
Disconnect

To remove the Zapier integration:
  1. Turn off all Zaps using SiteGPT triggers
  2. Go to Integrations in your dashboard
  3. Click Manage next to Zapier
  4. Click Disconnect

​
Best practices

Begin with one or two Zaps to understand the workflow before creating complex automations.
Add filters to your Zaps to only trigger on specific conditions (e.g., leads from certain pages, escalations with specific keywords).
Check your Zap history weekly to ensure automations are working correctly.
Set up error notifications in Zapier so you’re alerted when something goes wrong.
Keep notes on what each Zap does and why you created it for future reference.

​
Advanced use cases

  • Multi-step workflows
  • Conditional logic
Create complex automations with multiple actions:
  • Trigger: New Lead
  • Action 1: Add to CRM
  • Action 2: Add to email list
  • Action 3: Send welcome email
  • Action 4: Create follow-up task
  • Trigger: Conversation Escalated
  • Action 1: Create support ticket
  • Action 2: Notify support team in Slack
  • Action 3: Send confirmation email to customer
  • Action 4: Log in analytics tool

​
Pricing

Zapier integration is available on all SiteGPT plans. Zapier’s own pricing applies based on your task usage.

​
Next steps

Webhooks

Set up custom webhooks for advanced automation

Lead collection

Configure lead capture settings

Human support

Set up conversation escalation

API reference

Explore the SiteGPT API
⌘I