1.Catches chatbot payload
Integrate Webhooks by Zapier and chatbot intake tools to catch the webhook payload and map contact and intent fields to CRM-ready inputs.
Create qualified CRM leads from chatbot inbound leads
Automatically catch chatbot submissions and map chatbot payload details across Webhooks by Zapier, Code by Zapier, Paths by Zapier, Salesforce, and SMTP by Zapier. Create and update when chatbot submissions arrive, service intent is declared, or UTMs are presentβso you can route leads, enrich CRM fields, and send follow-up emails without manual lead entry.
How this automation creates qualified CRM leads
When chatbot enquiries arrive without consistent routing, sales and reception can lose time and ignore high-intent leads. This automation catches payloads, parses UTM context, branches by service intent, creates Salesforce leads, and emails existing patientsβso your team can follow up faster.
Webhooks by Zapieror swap with your favorite app
2.Parses UTM campaign details
Integrate Code by Zapier and URL parsing tools to parse the page URL and return UTM campaign, source, medium, term, and content.
Code by Zapieror swap with your favorite app
3.Branches by service intent
Integrate Paths by Zapier and lead routing logic tools to branch on declared service intent and continue only for qualifying records.
Paths by Zapieror swap with your favorite app
4.Creates qualified Salesforce lead
Integrate Salesforce and CRM field mapping tools to create leads, set Lead Source to Chatbot, and map UTM outputs to lead fields.
Salesforceor swap with your favorite app
5.Sends existing patient email
Integrate SMTP by Zapier and email delivery tools to send the enquiry body to the configured practice inbox for existing patient branch records.
SMTP by Zapieror swap with your favorite app
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