CRM Integration

​

Overview

Although your AI assistant includes a built-in CRM for managing leads, you may prefer to sync that data into a system your team already uses, like Salesforce, HubSpot, Google Sheets, or thousands of other tools. We enable this via a Zapier integration, which allows you to send new leads from your assistant directly into the platform of your choice.

​

How It Works

Zapier is a platform that connects thousands of apps together, no code required. It works by letting you set up “Zaps,” which are workflows triggered by events. In this case, the event is a new lead captured by your assistant, and the action is sending that lead into your CRM. We provide a Zapier-compatible API key that powers this connection using our help247.ai Zapier app.

​

Supported Tools

Zapier integrates with thousands of popular platforms, including:

• CRMs like Salesforce, HubSpot, Zoho CRM, Pipedrive, Copper, Freshsales
• Spreadsheets like Google Sheets, Microsoft Excel
• Communication tools like Slack, Gmail, Mailchimp
• Task managers like Trello, ClickUp, Asana

​

Zapier IDs

To connect Zapier, you need a Zapier ID. This is the credential you enter when Zapier asks for your API key—it tells the help247.ai app which assistant or assistants should send leads into your Zap.

​

One Zap for multiple assistants

If your account has more than one assistant, you do not need a separate Zap for each one. You can assign the same Zapier ID to several assistants so they all feed into a single Zap:

1. Go to the page in your organization settings.
2. Select the assistants you want to include.
3. Click Edit.
4. Choose the Zapier ID you want to assign to all selected assistants.

Every assistant you selected will share that Zapier ID. When you set up your Zap in Zapier, connect using this shared ID once; new leads from any of those assistants will trigger the same workflow.

​

Per-assistant Zapier ID

You can still use a dedicated Zapier ID for a single assistant. Open that assistant in the portal, go to the page, and copy the API key shown there. Use that key when connecting that assistant in Zapier.

​

Setup Instructions

Follow these steps to connect one or more assistants to your CRM using Zapier.

​

Step 1: Sign up for Zapier

Create a free account at zapier.com. Zapier lets you build “Zaps” to automate lead transfers.

​

Step 2: Create a New Zap

Once logged in, click Create Zap in the top-left. Then click the Trigger section.

​

Step 3: Select help247.ai as the Trigger App

Search for help247.ai and select it. This is the app that sends leads from your AI assistant.

​

Step 4: Connect Your Account with Your Zapier ID

Zapier will prompt you for an API key. Enter the Zapier ID for the assistant or assistants you want this Zap to cover:

• Multiple assistants, one Zap — Use the shared Zapier ID you assigned on (see One Zap for multiple assistants above).
• Single assistant — Copy that assistant’s Zapier ID from the page in the AI assistant portal.

​

Step 5: Choose the Trigger Event

Choose the New Lead trigger.

​

Step 6: Choose Your Destination App

Now choose the app you want leads sent to. Examples:

• Google Sheets
  • Event: Create Spreadsheet Row
• Salesforce
  • Event: Create Record
• HubSpot
  • Event: Create Contact

​

Step 7: Map the Fields

Zapier will ask you to map each lead field from your assistant to fields in your CRM or app. For example:

​

Step 8: Test & Publish

Zapier will offer a test to make sure everything works as expected. If the test is successful, click Publish. Once published, your Zap is live. Every time a connected assistant captures a new lead, that contact will automatically flow into your CRM.