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Zapier

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​

Create a triggerselect app

Login Info

Create a triggerapp id

Your Application ID can be found on your account

Setup a Trigger​

Subscribe to a new lead or scheduling request

Select event

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
Google New Row

Creating a Lead​

Create a lead to test with.​

  • Create a lead in chat like this
Lead from Chat

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.
Lead mapping
Spreadsheet leads

More information on using Zapier to integrate​