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

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Prerequisites

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

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Available triggers and actions

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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

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Actions

  • Send message
Send a message to a chatbot thread.Options:
  • Send as User - Sends a message as the user and gets an AI response
  • Send as Agent - Sends a direct message without triggering AI
Use cases:
  • Send ticket IDs back to chat after creating support tickets
  • Update users with order confirmations from your e-commerce system
  • Provide booking confirmations from calendar integrations
  • Send automated follow-ups based on external triggers

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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.

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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 1: Create ticket in Zendesk/Freshdesk/Jira
Action 2: Send Message (SiteGPT) - Send ticket ID back to userConvert escalated conversations into support tickets and automatically send the ticket number back to the chat.
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.
Trigger: New order in Shopify/WooCommerce
Action: Send Message (SiteGPT) - Notify customer in chatAutomatically send order confirmations to customers who are chatting with your bot.

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Managing Zapier integration

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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

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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

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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.

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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

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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.

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Advanced use cases

  • Multi-step workflows
  • Conditional logic
  • Bidirectional sync
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 in Zendesk
  • Action 2: Send Message (SiteGPT) - “Your ticket #{{ticket_id}} has been created”
  • Action 3: Notify support team in Slack
  • Action 4: Log in analytics tool
  • Trigger: New booking in Calendly
  • Action 1: Find thread by user email
  • Action 2: Send Message (SiteGPT) - “Your meeting is confirmed for {{date}}”
  • Action 3: Add to Google Calendar
  • Action 4: Send reminder email

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Pricing

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

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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