Sending Lead Data to Zapier

🔁 Objective:

Send Lead data (like name, email, phone, tags, etc.) from Agent Supply to Zapier, enabling you to automate actions such as CRM updates, email follow-ups, or Slack notifications.

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✅ Prerequisites:

1. A Zapier account

2. Access to your Agent Supply dashboard

3. An Agent Supply assistant that collects lead data (e.g., via form, user message, or custom flow)

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🧩 Step-by-Step Integration (Zapier Webhook)

Step 1: Create a Zap in Zapier

1. Log in to Zapier.com

2. Click “Create Zap”

3. For the Trigger, choose: → Webhooks by Zapier → Event: Catch Hook → Click Continue

Step 2: Copy Your Webhook URL

1. Zapier will provide a custom webhook URL (e.g., https://hooks.zapier.com/hooks/catch/123456/abcde)

2. Copy this URL for use in Agent Supply

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🔗 Step 3: Set up a Webhook in Agent Supply

Option A: Use an Action Step inside your Agent Supply Assistant

If you're using an agent with defined actions or a flow:

1. Go to your agent’s flow in the Agent Supply dashboard.

2. Locate the step where the lead is captured.

3. Add an "HTTP Request" or Webhook step.

4. Set the method to POST

5. Paste in the Zapier Webhook URL

6. Structure the JSON payload. Example:

   jsonCopiarEditar{
     "name": "{{user.name}}",
     "email": "{{user.email}}",
     "phone": "{{user.phone}}",
     "tags": "{{user.tags}}"
   }

   (Replace {{user.variable}} with the actual variable names used in your assistant.)

7. Save and deploy the flow.

Option B: Use Global Webhooks (if Agent Supply provides this)

Some Agent Supply projects allow global webhook configuration:

1. Navigate to project settings or integrations.

2. Look for “Webhook” or “Lead Forwarding” settings.

3. Paste the Zapier Webhook URL.

4. Define what event will trigger the webhook (e.g., “on lead creation”).

5. Customize the payload if needed.

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🧪 Step 4: Test the Integration

1. Return to your Zap in Zapier.

2. Click “Test Trigger”

3. Submit a lead via your Agent Supply assistant (preview or live).

4. Zapier should receive the lead data.

5. Click Continue when the test succeeds.

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⚙️ Step 5: Add Action Steps in Zapier

Once Zapier has received the lead data, you can choose what happens next:

• Send it to a CRM (e.g., Salesforce, Pipedrive, HubSpot)

• Log it in a spreadsheet

• Add to your email list

• Send internal alerts (e.g., Slack or Gmail)

Example:

1. Choose “Create Contact in HubSpot”

2. Map the lead fields (e.g., email → email)

3. Save and turn your Zap on

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✅ Integration Complete!

Now each time a lead interacts with your Agent Supply assistant, the captured data is instantly sent to Zapier, triggering your custom workflow.