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How Zapier works
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Choose a trigger
A trigger is the event that starts your Zap—like a "Lead Captured From Chat " from Site2CRM.
Add your action
An action happens after the trigger—such as "Create an Empty Form" in Typeform.
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Zapier seamlessly connects Site2CRM and Typeform, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Lead Captured From Chat
Triggers when AI chat captures a lead's email or phone number.
Try ItTriggerInstant - New AI Chat Conversation
Triggers when an AI chat conversation starts on your website.
Try ItTriggerInstant - New Lead
Triggers when a new lead is captured via form or AI chat.
Try ItTriggerInstant - NameRequired
- Email
- Phone
- Company
- Source
- Notes
ActionWrite
- Lead Updated
Triggers when a lead's information is changed.
Try ItTriggerInstant - New Form Submission
Triggers when a form is submitted on your website.
Try ItTriggerInstant - Lead IDRequired
- NoteRequired
ActionWrite- Lead IDRequired
- Name
- Email
- Phone
- Company
- Status
- Notes
ActionWrite
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