How to integrate your bot with a CRM
# 📖tutorials
b
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 🙂
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I'm trying to connect my GHL to Botpress via zapier. I want Botpress to handle most of the conversation flow after the initial text. Can anyone help me out?
Imma Newbie... not for long tho 😂
b
Zapier isn't usually the best way to handle entire conversations. Does GHL have an API you can use?
w
Yea using zapier to handle whole conversations, costs stack up quick. GoHighLevel does have an API
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