Zapier with Lead Generation

The previous guide Integrate Denser.ai with Zapier detailed integrating Denser chat with Zapier workflow. This guide shows how to automatically add lead generation data collected from Denser chat to Google Sheets. This guide assumes you have some experience with Denser.ai chatbot.

Enable Lead Generation

This step is performed at denser.ai.

On your chatbot's main screen, select Settings > Customization. In the Customize panel, find the Leads field in the Common section and set it to on.

Customize Lead Generation

Navigate to the Leads panel, at the default Leads Form tab, you can add additional fields to collect more information from your customers. In this example, we will add fields for City, State, and Zip. When a user asks the first question, the lead generation form will appear in the chat window as shown below.

Tips:

1. The lead generation form is created only once for a new user. To test multiple times, open a new browser window in incognito/private mode.
2. Submit at least one test lead generation form before proceeding to the Zapier integration step.

Prepare Google Worksheet

This step is similar to the previous guide Integrate Denser.ai with Zapier.

Name the columns in the first row to match the fields in your customized lead generation form. For example: name, email, city, state, and zip.

Zapier Integration

This step is performed at zapier.com.

Configure Your Chatbot as Trigger

To create this workflow, you need to create a new zap containing a trigger and an action.

1. Click the Trigger step, search for DenserAI, and select it as the trigger.
2. In the App & event tab, select the event When Denser Lead Generation Form Is Filled by a User in DenserAI.
3. In the Account tab, provide your chatbot ID and the REST Access Key. You can find the chatbot ID on denser.ai. The REST Access API key is mentioned in the previous Zapier guide Integrate Denser.ai with Zapier.
4. In the Test tab, click Find new record. The latest lead generation record submitted to your chatbot will be returned as test data. If you submitted a lead generation form, the additional fields (city, state, and zip) will be in the returned record, labeled as Custom Field Value 0, 1, ... 4. We support up to 5 custom fields in Denser Zapier trigger.

Configure Google Sheets as Action

1. Search for Google Sheets and select it as the action.
2. In the App & event tab, select the event Create Spreadsheet Row.
3. In the Account tab, authenticate to your Google account to grant Zapier access.
4. In the Action tab, fill in the fields with the Google worksheet prepared in the previous step. After filling in the fields, press Refresh. The Action tab will display fields matching the columns you created. Map each field to the corresponding output field from the chatbot trigger. Refer to the screenshot below for details.

5. In the Test tab, click Test step to verify the example chatbot output is added to your Google worksheet.

Finally, publish the zap workflow. Each time a lead generation form is submitted, the data will be added as a new row in Google Sheets after a short delay.