> ## Documentation Index
> Fetch the complete documentation index at: https://docs.replify.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Integration

> Integrate your assistant with your existing CRM or lead management system using Zapier

export const BaseUrl = ({path = '', children}) => {
  const baseUrl = 'https://app.replify.ai';
  const fullUrl = path ? `${baseUrl}${path.startsWith('/') ? path : `/${path}`}` : baseUrl;
  if (children) {
    return <a href={fullUrl}>{children}</a>;
  }
  return fullUrl;
};

export const ContactEmail = () => {
  return <a href="mailto:help@replify.ai">help@replify.ai</a>;
};

## 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](https://zapier.com) integration, which allows you to send new leads from your assistant directly into the platform of your choice.

<Note>
  If you need help setting this up, reach out to <ContactEmail />.
</Note>

## 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.

<Info>
  Zapier is used only to send new leads into your CRM. Due to limitations in the
  24/7 API, this integration is one-way only. That means: - You can send new
  leads from your AI assistant into your CRM. - You cannot sync updates or
  two-way data between your CRM and the assistant.
</Info>

## 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

<Tip>
  You can explore all supported integrations here:
  [https://zapier.com/apps](https://zapier.com/apps)
</Tip>

## 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 <BaseUrl path="/manage-integrations">Connected Apps</BaseUrl> 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.

<Tip>
  Use a shared Zapier ID when you want one CRM destination for your whole
  account. Use separate IDs only if different assistants should send leads to
  different Zaps or destinations.
</Tip>

### 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 <BaseUrl path="/settings/notifications">Notifications</BaseUrl> 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](https://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 <BaseUrl path="/manage-integrations">Connected Apps</BaseUrl> (see [One Zap for multiple assistants](#one-zap-for-multiple-assistants) above).
* **Single assistant** — Copy that assistant's Zapier ID from the <BaseUrl path="/settings/notifications">Notifications</BaseUrl> page in the AI assistant portal.

<Note>
  If you can't find your Zapier ID, email <ContactEmail /> for help.
</Note>

<Info>
  On <BaseUrl path="/manage-integrations">Connected Apps</BaseUrl>, you can also
  view each assistant's account IDs. Some destination apps may ask for an
  account ID in addition to your Zapier ID.
</Info>

### 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:

| AI Assistant Field | Destination Field |
| ------------------ | ----------------- |
| `name`             | Full Name         |
| `email`            | Email Address     |
| `phone`            | Phone Number      |
| `notes`            | Lead Notes        |

### 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.