Zapier
important
3rd party integrations are available starting at the Leads+ tier
Use Zapier to send leads, and scheduling requests to your preferred destination. Zapier's app marketplace includes over 7,000 integrations. Here are a few examples of where you can send requests from your website and Google business profile
- Google Spreadsheets - send leads to a shared spreadsheet
- Your preferred Field Service Management Platform, or CRM
- Text Alerts - Be alerted via text when you receive a new request
Create a Zap, and connect your Zapier account to AI for Home Services by XAPP AI
Login Info
Your Application ID can be found on your account
- https://studio.xapp.ai/[your company id]/[your app id]
Setup a Trigger
Subscribe to a new lead or scheduling request
Integrate the lead from XAPP
We'll walk through a simple example sending the lead to a Google spreadsheet. You can create numerous integrations based on this sample.
- Make sure you have a spreadsheet created
- Set the headers to Lead, Transcript, Added
- Create an action that takes the lead from XAPP, and posts it to a new row on the spreadsheet
Creating a Lead
Create a lead to test with.
- Create a lead in chat like this
Map the lead to your destination
- Refresh your page, and see new leads created
- Map the lead to your destination, in this case we'll map to a column in the spreadsheet.
