> ## Documentation Index
> Fetch the complete documentation index at: https://sitegpt.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Zapier integration

> Connect SiteGPT with 5,000+ apps to automate workflows

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

## Prerequisites

<Check>Active SiteGPT chatbot</Check>
<Check>Zapier account (free or paid)</Check>
<Check>Zapier integration feature enabled</Check>

## Available triggers and actions

### Triggers

SiteGPT provides three triggers for Zapier automation:

<Tabs>
  <Tab title="New message" icon="message">
    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
  </Tab>

  <Tab title="New lead" icon="user-plus">
    Triggers when a lead is captured through your chatbot.

    **Use cases:**

    * Add leads to your CRM
    * Send welcome emails
    * Notify sales team
    * Create follow-up tasks
  </Tab>

  <Tab title="Conversation escalated" icon="arrow-up-right">
    Triggers when a user requests human support.

    **Use cases:**

    * Create support tickets
    * Alert support team
    * Send escalation notifications
    * Log escalations for analysis
  </Tab>
</Tabs>

### Actions

<Tabs>
  <Tab title="Send message" icon="paper-plane">
    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
  </Tab>
</Tabs>

## Setting up Zapier integration

<Steps>
  <Step title="Navigate to integrations">
    Go to **Integrations** in your chatbot dashboard.
  </Step>

  <Step title="Select Zapier">
    Click **Get Started** on the Zapier integration card.
  </Step>

  <Step title="Connect to Zapier">
    You'll be redirected to Zapier to authorize the connection.
  </Step>

  <Step title="Create your first Zap">
    Choose a trigger (New Message, New Lead, or Conversation Escalated) and set up your automation.
  </Step>
</Steps>

## Example workflows

<AccordionGroup>
  <Accordion title="Lead to CRM" icon="database">
    **Trigger:** New Lead\
    **Action:** Create contact in HubSpot/Salesforce/Pipedrive

    Automatically add captured leads to your CRM with all collected information.
  </Accordion>

  <Accordion title="Escalation to ticket with confirmation" icon="ticket">
    **Trigger:** Conversation Escalated\
    **Action 1:** Create ticket in Zendesk/Freshdesk/Jira\
    **Action 2:** Send Message (SiteGPT) - Send ticket ID back to user

    Convert escalated conversations into support tickets and automatically send the ticket number back to the chat.
  </Accordion>

  <Accordion title="Message to Slack" icon="slack">
    **Trigger:** New Message\
    **Action:** Send message to Slack channel

    Get real-time notifications of chatbot conversations in Slack.
  </Accordion>

  <Accordion title="Lead to email" icon="envelope">
    **Trigger:** New Lead\
    **Action:** Send email via Gmail/Outlook

    Send personalized welcome emails to new leads immediately.
  </Accordion>

  <Accordion title="Order confirmation to chat" icon="shopping-cart">
    **Trigger:** New order in Shopify/WooCommerce\
    **Action:** Send Message (SiteGPT) - Notify customer in chat

    Automatically send order confirmations to customers who are chatting with your bot.
  </Accordion>
</AccordionGroup>

## 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:

<AccordionGroup>
  <Accordion title="Check connection" icon="link">
    Verify SiteGPT is connected in Zapier and the authorization hasn't expired.
  </Accordion>

  <Accordion title="Review filters" icon="filter">
    Ensure your filter conditions are correct and not blocking legitimate triggers.
  </Accordion>

  <Accordion title="Test trigger" icon="flask">
    Use Zapier's test feature to check data flow and verify the trigger is firing correctly.
  </Accordion>

  <Accordion title="Check permissions" icon="lock">
    Verify you have access to all connected apps and the necessary permissions to perform actions.
  </Accordion>

  <Accordion title="Review logs" icon="list">
    Check Zapier's task history for errors and detailed information about failed runs.
  </Accordion>
</AccordionGroup>

### 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

<AccordionGroup>
  <Accordion title="Start simple" icon="seedling">
    Begin with one or two Zaps to understand the workflow before creating complex automations.
  </Accordion>

  <Accordion title="Use filters" icon="filter">
    Add filters to your Zaps to only trigger on specific conditions (e.g., leads from certain pages, escalations with specific keywords).
  </Accordion>

  <Accordion title="Monitor regularly" icon="chart-line">
    Check your Zap history weekly to ensure automations are working correctly.
  </Accordion>

  <Accordion title="Handle errors" icon="triangle-exclamation">
    Set up error notifications in Zapier so you're alerted when something goes wrong.
  </Accordion>

  <Accordion title="Document workflows" icon="file-lines">
    Keep notes on what each Zap does and why you created it for future reference.
  </Accordion>
</AccordionGroup>

## Advanced use cases

<Tabs>
  <Tab title="Multi-step workflows" icon="list-check">
    Create complex automations with multiple actions:

    <AccordionGroup>
      <Accordion title="Lead nurture sequence" icon="seedling">
        * **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
      </Accordion>

      <Accordion title="Escalation with ticket ID" icon="headset">
        * **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
      </Accordion>

      <Accordion title="Booking confirmation flow" icon="calendar">
        * **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
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Conditional logic" icon="code-branch">
    Use Zapier's paths feature to create different workflows based on conditions:

    * Route high-value leads to sales team
    * Send urgent escalations to priority queue
    * Categorize messages by topic or sentiment
    * Send different responses based on user data
  </Tab>

  <Tab title="Bidirectional sync" icon="arrows-rotate">
    Use the Send Message action to create two-way integrations:

    * Update chat when CRM records change
    * Notify users of order status updates
    * Send appointment reminders to active chats
    * Provide real-time updates from external systems
  </Tab>
</Tabs>

## Pricing

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

## Next steps

<CardGroup cols={2}>
  <Card title="Webhooks" icon="webhook" href="/developers/webhooks">
    Set up custom webhooks for advanced automation
  </Card>

  <Card title="Lead collection" icon="address-book" href="/features/lead-collection">
    Configure lead capture settings
  </Card>

  <Card title="Human support" icon="user" href="/features/human-support">
    Set up conversation escalation
  </Card>

  <Card title="API reference" icon="code" href="/api-reference/v2/getting-started">
    Explore the SiteGPT API
  </Card>
</CardGroup>