5 ways to automate Botsonic with Zapier

Growth teams use Botsonic to create AI chatbots that collect leads, interact with customers, and answer inbound requests. But once a lead comes in or a question is answered, what happens next?

If your lead stays in Botsonic, your team might be stuck copying data into your customer relationship manager (CRM), pasting emails into Slack, or manually tracking conversions. And that's inefficient. It slows you down, making it easy to miss out on the insights you get when Botsonic is connected to your tech stack.

With Zaps—what we call automated workflows—you can connect Botsonic to tools you already use. That way, the information gleaned from every chatbot conversation goes to the right place at the right time, with no extra work on your end.

Skip ahead

• Save new form entries as contacts

• Get notifications for important updates

• Automatically organize information in your workspace

• Create new support tickets from forms

• Move data to your analytics dashboard

Save new form entries as contacts

When someone shares their contact details through your Botsonic chatbot, that's a clear signal. They're ready to learn more, take the next step, or speak to your team. But if those contact details remain in Botsonic, it's easy to miss the moment.

If you only get a few leads per week, you might get away with manual transfers into your CRM. But as your inbound requests grow, that'll become harder to keep up with on your own.

Instead of juggling the extra work, you can automatically transfer your leads' contact details from Botsonic to any CRM that integrates with Zapier. For example, if you use Odoo, you can set up a Zap to create a new lead every time someone fills out a Botsonic form. The same goes for Salesforce, LeadConnector, and even Google Ads for offline conversion tracking. That way, every new lead gets recorded, followed up with, and moved into the right system.

Get notifications for important updates

When someone fills out a form or sends a message through Botsonic, your team needs to know fast. It could be a new lead asking about pricing, a customer with a product issue, or a sales opportunity that can't wait.

If no one responds to that message promptly, the customer might get frustrated and go cold. You could try to solve this by checking Botsonic manually throughout the day—logging in, reviewing entries, sharing messages with the right team or person. But apart from the fact that this doesn't scale, it also pulls you away from higher-value work.

Instead, you can set up Zaps that send real-time alerts to your team. For example, you can instantly send new Botsonic form entries to a specific Slack or Microsoft Teams channel. Or, if you have field staff or mobile workers, send SMS alerts through Twilio, so they never miss an update when they're on the road. These Zaps keep everyone in the loop—and no one has to be stuck refreshing a dashboard all day.

Automatically organize information in your workspace

Every time someone chats with your Botsonic chatbot, they're giving you valuable information: contact details, support issues, or questions about your product. Having that information is just step one. You also need a process to store, organize, and make sure your team can find the data later.

With Zapier, you can automatically send every new Botsonic entry into your workspace. If you use Google Sheets, you can automatically add a new row with each submission. You can also set up Zaps to create new records in Notion or Airtable and add new files to Google Drive the moment a form is submitted.

Pro tip: To create different workflows based on lead quality, you can split your Zap into paths. High-value prospects can trigger a path that, say, creates a CRM record and notifies your sales team, while other leads follow a path that just adds them to a nurture email campaign. Check out our guide to using Paths by Zapier.

Create new support tickets from forms

When customers have questions, they often start with your chatbot. Botsonic is well-equipped to handle questions related to pricing, product details, or getting started. But sometimes, the issue is more complex. Maybe the customer encountered a billing error, a bug, or something else that your chatbot isn't yet trained to handle.

In those situations, you need a smooth way to transfer queries to your support team. If you use one of the many support apps we integrate with, you can delegate ticket creation to Zapier. So each time a form is submitted in Botsonic, a new ticket will get created in your help desk platform with all the relevant info.

This means your support team doesn't have to wait or rely on someone to forward messages manually. They see requests as soon as they come in and, like magic, just jump right in to help.

Move data from Botsonic to your analytics dashboard

Your chatbot is working. People are asking questions, and leads are coming in. But do you know what's actually driving results? Without data, it's hard to tell. You won't know which pages bring in the most leads or which questions show up most often. 

With the workflows below, you can easily send data from Botsonic into your analytics tool. For example, when someone fills out a form in your bot, you can trigger a new conversion event in Google Analytics. Or send custom data to Mixpanel or Databox to understand user behavior across the funnel.

Improve your customer engagement with Zapier

Yes, Botsonic helps you engage visitors and collect valuable data through AI chatbots. But the real impact happens when that data doesn't just sit in your chatbot but flows into the rest of your tools. With Zapier, you can orchestrate sophisticated workflows that include Botsonic in a smart, fast, super-connected support system.

And this is just a sample of what you can do when you connect Botsonic with Zapier. So, what will you automate first?