Using Zapier to add leads captured in SiteSpeakAI to HubSpot
Automatically creating leads captured by your SiteSpeakAI customer service agent in HubSpot is easy using Zapier.
To get started, you will need to create a SiteSpeakAI API Access token. To do this, go to User -> API Tokens.
Here you can create a new API token:
Make sure to copy the new token so you can use it in the next step when connecting Zapier to your SiteSpeakAI account.
In Zapier, choose the option to create a new Zap:
For the Trigger select SiteSpeakAI. You will then need to choose the trigger event. For this zap we'll use New Lead trigger.
After selecting the trigger, select (or add) your SiteSpeakAI account. You'll need to enter the API Token you copied earlier if you are connecting a new SiteSpeakAI account.
Click on Continue.
Now enter the ID of your chatbot. You can copy the ID of your chatbot by going to Configuration -> Settings in your SiteSpeakAI account. The Agent ID is at the top.
Enter the ID of your chatbot in the Chatbot ID field in Zapier and click Continue.
You can now test the trigger to make sure it's able to import a lead you've captured previously in your chatbot.
Once you've tested the trigger and selected a test record, you will need to select HubSpot from the action event popup.
For the action event, select Create Contact and connect your HubSpot account. Then click Continue.
On the next screen you can configure the fields you'd like to map between the lead captured in SiteSpeakAI and the contact in HubSpot.
For our example, we'll map Email and First Name.
You can now click Continue and then Test Step.
You should then see the contact created in your HubSpot account.
Once you're happy, name your Zap and then click on the Publish button to set your Zap live. Depending on the Zapier plan you are on (and the polling option you set) your Zap will check for new leads in SiteSpeakAI periodically and import them into your contact list in HubSpot.
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