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Overview

Although your AI assistant includes a built-in CRM for managing leads, you may prefer to sync that data into a system your team already uses, like Salesforce, HubSpot, Google Sheets, or thousands of other tools. We enable this via a Zapier integration, which allows you to send new leads from your assistant directly into the platform of your choice.
If you need help setting this up, reach out to contact@heylibby.ai.

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How It Works

Zapier is a platform that connects thousands of apps together, no code required. It works by letting you set up “Zaps,” which are workflows triggered by events. In this case, the event is a new lead captured by your assistant, and the action is sending that lead into your CRM. We provide a Zapier-compatible API key that powers this connection using our help247.ai Zapier app.
Zapier is used only to send new leads into your CRM. Due to limitations in the 24/7 API, this integration is one-way only. That means:
  • You can send new leads from your AI assistant into your CRM.
  • You cannot sync updates or two-way data between your CRM and the assistant.

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Supported Tools

Zapier integrates with thousands of popular platforms, including:
  • CRMs like Salesforce, HubSpot, Zoho CRM, Pipedrive, Copper, Freshsales
  • Spreadsheets like Google Sheets, Microsoft Excel
  • Communication tools like Slack, Gmail, Mailchimp
  • Task managers like Trello, ClickUp, Asana
You can explore all supported integrations here: https://zapier.com/apps

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Setup Instructions

Follow these steps to connect your assistant to your CRM using Zapier.

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Step 1: Sign up for Zapier

Create a free account at zapier.com. Zapier lets you build “Zaps” to automate lead transfers.

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Step 2: Create a New Zap

Once logged in, click Create Zap in the top-left. Then click the Trigger section.

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Step 3: Select help247.ai as the Trigger App

Search for help247.ai and select it. This is the app that sends leads from your AI assistant.

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Step 4: Connect Your Account with an API Key

You’ll be prompted to enter your Zapier API Key. This key connects your assistant to Zapier. To find your key:
  1. Go to the Notifications page in the AI assistant portal.
  2. Locate your API key and copy it into Zapier
If you can’t find your key, email contact@heylibby.ai for help.

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Step 5: Choose the Trigger Event

Choose the New Lead trigger.

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Step 6: Choose Your Destination App

Now choose the app you want leads sent to. Examples:
  • Google Sheets
    • Event: Create Spreadsheet Row
  • Salesforce
    • Event: Create Record
  • HubSpot
    • Event: Create Contact

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Step 7: Map the Fields

Zapier will ask you to map each lead field from your assistant to fields in your CRM or app. For example:
AI Assistant FieldDestination Field
nameFull Name
emailEmail Address
phonePhone Number
notesLead Notes

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Step 8: Test & Publish

Zapier will offer a test to make sure everything works as expected. If the test is successful, click Publish. Once published, your Zap is live. Every time your assistant captures a new lead, that contact will automatically flow into your CRM.
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