Businesses often use CRMs to handle customer service.
This is a quick tutorial that shows how to integrate a chatbot with a CRM using Zapier.
Now:
1- Capture the user info you need and save them as variables (example: userName, userEmail, userProblem).
2- After the capture cards, add a custom code block. Use this code:
workflow.zapierSuccess = false
const leadData = {
name: workflow.userName,
email: workflow.userEmail,
problem: workflow.userProblem
}
//Replace YOUR_URL_HERE with your actual Zap URL
try {
const response = await axios.post('YOUR_URL_HERE', leadData)
console.log(response.data)
workflow.zapierSuccess = true
} catch (error) {
console.error(error)
}
3- If you have different variables, just change the names I chose (for example, "workflow.userName" would become "variable: workflow.variable")
4- In Zapier, you must create a Zap. Then choose "Webhooks by Zapier" and select "Catch Hook" as event.
5- Zapier will give you an URL, copy it and paste it in the code i gave you earlier.
6- In the next Zapier node, choose the CRM you want to use. Log into your account.
7- Choose the action (for example, create a ticket) and fill the fields using the variables you got from your chatbot. To get them, just do a quick test in Botpress' emulator.
If Zapier gets your variables, you'ce successfully set up everything. Just hit Pubblish on your Zap and you're done.
Keep in mind: you can also use the new Botpress-Zapier integration. If you need more details, just ask me below 🙂