Connect Social Intents to thousands of apps using Zapier. Automatically send chat transcripts, leads, and offline messages to your CRM, email tools, spreadsheets, and more. See all of our integrations on the integrations page.
How It Works
Social Intents sends chat data to Zapier whenever certain events occur. Zapier then routes that data to whatever app you choose - Salesforce, HubSpot, Google Sheets, Mailchimp, and many others.
Available Trigger Events
| Event | When It Fires |
|---|---|
| Chat completed | When a live chat conversation ends (answered or missed) |
| Offline message | When a visitor leaves an offline message |
| Lead captured | When a new lead is captured via the pre-chat form |
Option 1: The Social Intents Zapier App (Recommended)
Open the Zapier Card
In Social Intents, click Integrations in the left sidebar. On the Zapier card under Automation & platforms, click Connect to open the Social Intents app on Zapier, or click API key to see your credentials. Admins can also browse Popular Zap templates under Settings > API & Webhooks > Zapier.
Create a Zap
In Zapier, start a Zap with Social Intents as the trigger app and pick the trigger event. When Zapier asks you to connect your account, enter the Account ID and API token from Settings > API & Webhooks > REST API.
Test and Add Your Action
Send a test chat so Zapier receives sample data, then add your action step (for example, create a contact in your CRM) and turn the Zap on.
Option 2: Webhooks by Zapier
If you prefer a raw webhook, register a Zapier Catch Hook URL with the REST API.
Create a Zap in Zapier
Log in to Zapier and create a new Zap. Choose Webhooks by Zapier as the trigger app and select Catch Hook as the trigger event.
Copy the Webhook URL
Zapier will generate a unique webhook URL. Copy this URL.
Register the Webhook in Social Intents
Use the Social Intents REST API to register the webhook:
POST /v1/api/apps/{widgetId}/webhook
Content-Type: application/json
X-SocialIntentsToken: YOUR_API_TOKEN
{
"target_url": "https://hooks.zapier.com/hooks/catch/YOUR_ZAP_ID",
"event": ""
}Leave event empty for chat events, or set it to "offline_message" or "lead" for those event types. See Webhooks for Leads and Transcripts.
Test and Configure Action
Send a test chat to trigger the webhook. In Zapier, confirm the data was received, then set up your action (e.g., create a contact in your CRM).
Data Fields Available
Each payload includes:
- Visitor name, email, phone
- Chat type (Answered, Missed, Offline Message)
- Agent name and ID
- Full transcript (plain text)
- Page URL, referrer, IP, location
- Custom fields 1-6 and custom parameters
- Visitor group, consent status
- Visit count and duration
Controlling When Data Is Sent
By default, every lead and transcript is sent to Zapier automatically. To send only the conversations your agents choose, turn on Manual Zap trigger under Settings > API & Webhooks > Zapier. Agents then type /zap in an active chat to send it.
Zapier Inside an AI Action
Your AI chatbot can also send data to Zapier mid-conversation. The Start from a template menu in AI Agent > Actions includes Zapier: send transcript when a chat ends, Zapier: send lead when a chat is escalated to a human, and Zapier: send an order problem (return, refund, damaged item). Custom Actions are included on the Pro and Business plans and during your free trial. See Custom API Actions.
Common Zap Ideas
- Add chat leads to a Google Sheet or Airtable
- Create contacts in Salesforce or HubSpot after a chat
- Send offline messages to a Slack channel or email
- Create support tickets in Zendesk or Jira from chat transcripts
- Add email subscribers to Mailchimp after a lead is captured