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Overview

Integrating Chatbase with Zapier lets you send what your agent collects into thousands of other apps, with no code. This guide walks through one complete example, collecting leads with your agent and appending them to a Google Docs file, but the same trigger works for any Zapier action.

What you can do:

Push leads and conversation data straight into your CRM, spreadsheet, or inbox the moment your agent captures them.

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Before you start

  • A Chatbase account with an agent. If you haven’t built one yet, follow Your first agent.
  • An active Zapier account.
  • Your Chatbase API key and Agent ID (see the steps below for where to find each).

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What you can automate

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How to connect Zapier

1

Set up lead collection in Chatbase

  1. Sign in to your Chatbase account to access your dashboard.
  2. Click the agent you want to set up lead collection for.
  3. From the sidebar, click Build > Actions, then select Create action and set up your Collect Leads action.
2

Create a Zap and add the trigger

  1. Sign in to your Zapier account.
  2. Click Create, then Zaps, in the top-left corner of the Zapier homepage.
Creating a new Zap in Zapier
  1. In the Zap editor, click Trigger.
Selecting the trigger in the Zap editor
  1. Search for Chatbase in the search bar and click it.
Searching for Chatbase in the Zapier app list
  1. On the right side of the page, click the Event field and select Form Submission, then click Continue.
Selecting the Form Submission event
3

Authenticate your Chatbase account

Click Sign in on the next page. On the authentication page, provide your Chatbase API key and, optionally, a display name, then click Yes, Continue to Chatbase.
Signing in to link your Chatbase account
To get your API key, head to your account dashboard, go to Workspace settings, then select API keys in the sidebar. Copy an existing key, or click Create API Key to create a new one.
The Chatbase authentication page in Zapier
4

Provide your Agent ID and test the trigger

  1. Click Continue after authenticating.
  2. Paste your Agent ID in the provided input field and click Continue.
To find your Agent ID, open the agent you want to link with Zapier, go to Settings → General, and copy the Agent ID from the Agent details card.
  1. Click Test Trigger.
Testing the Chatbase trigger in Zapier
  1. When prompted, click Continue with selected records.
5

Set up the action

  1. A window appears with a list of apps. Search for Google Docs and click it.
Searching for Google Docs in Zapier
  1. Click the Event field, select Append Text to Document, then click Continue.
Selecting the Append Text to Document event
  1. Sign into your Google account and click Continue.
  2. Select the document you wish to append to, in the Document Name field.
  3. In the Text to Append field, select the lead form field you want to add, then click Continue.
Mapping lead fields to the Google Docs action
6

Test and publish

Click to test the setup, then click Publish to go live.
Trigger a lead capture on your site and confirm the lead is appended to your target Google Docs file.

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Next steps

Collect Leads action

Configure which details your agent captures, and when.

viaSocket

An alternative no-code automation platform, connected through webhooks.