1.Monitor conversation completed
Integrate Zapier Chatbots to detect conversation completed and pass session context to continue processing leads.
Create sales lead and alert from chatbot transcript
Automatically monitor chatbot conversation completed events across Zapier Chatbots and sales routing tools. Get instant lead alerts when chatbot session ends, transcript is ready, or a qualifying lead email is detectedβso you can alert coordinators, send confirmations, and parse lead details without manual follow-up.
How this automation accelerates your follow-up
When chatbot conversation completed events come in, leads can stall while teams wait to interpret transcripts and act. This automation parses transcripts and filters qualifying leads then sends internal alerts and prospect confirmationsβso your team can respond faster.
Zapier Chatbotsor swap with your favorite app
2.Find matching session record
Integrate Zapier Tables and data lookup tools to find record and attach existing session context to the workflow.
Zapier Tablesor swap with your favorite app
3.Parse transcript for lead fields
Integrate AI by Zapier and parsing tools to parse transcript and extract lead name, email, purpose, and next steps.
AI by Zapieror swap with your favorite app
4.Filter to valid name and email
Integrate Filter by Zapier and validation tools to continue only when AI output includes a valid email and collected name.
Filter by Zapieror swap with your favorite app
5.Send email to sales coordinators
Integrate Microsoft Outlook and email tools to send internal email with mapped lead details and summary for quick triage.
Microsoft Outlookor swap with your favorite app
6.Send confirmation to prospect
Integrate Microsoft Outlook and email templates to send a prospect confirmation using parsed name and next steps.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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.
See how teams are automating with Zapier (and loving it!)
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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