1.Monitors conversation completed
Integrate Zapier Chatbots and inbox tools to detect completed conversations and to start extracting lead details.
Create new lead row from chatbot conversation transcript
Automatically parse chatbot conversation transcripts across AI by Zapier, Google Sheets, Formatter by Zapier, Mailjet, and monday.com. Get instant follow-ups when conversation completed, email captured, or phone capturedβso you can capture leads, store transcripts, and notify teams without manual copy-paste.
How this automation captures new leads from chat transcripts
When chatbot conversations complete, leads can get lost in inbox threads and spreadsheets. This automation parses transcripts, creates lead rows, and sends HTML emails and follow-up tasksβso your team can act fast.
Zapier Chatbotsor swap with your favorite app
2.Parses transcript with AI
Integrate AI by Zapier and transcript processing to map transcript text to a prompt and extract contact fields.
AI by Zapieror swap with your favorite app
3.Creates lead row in Sheets
Integrate Google Sheets and spreadsheet workflows to create a row and store lead contact data with a transcript link.
Google Sheetsor swap with your favorite app
4.Converts transcript to summary
Integrate Formatter by Zapier and content formatting tools to convert the readable transcript into email-friendly output.
Formatter by Zapieror swap with your favorite app
5.Sends HTML lead email
Integrate Mailjet and email notifications to send an HTML message to your care inbox with the lead summary.
Mailjetor swap with your favorite app
6.Creates or updates follow-up item
Integrate monday.com and task tracking to create or update a board item for lead follow-up and assignment.
monday.comor swap with your favorite app
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Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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