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Zapier

Connect Leezy to Zapier to send chatbot leads, support tickets, and scheduled meetings to the apps your team already uses.

Requirements

  • A paid Leezy workspace plan.
  • Workspace owner or admin access in Leezy.
  • A Zapier account.
  • At least one Leezy chatbot. For best test results, make sure the chatbot already has a recent lead, support ticket, or scheduled meeting, depending on the Zap trigger you want to use.

Connect Leezy in Zapier

  1. Open Zapier and create a new Zap.
  2. Choose Leezy as the trigger app.
  3. Select the Leezy trigger you want to use.
  4. Click Sign in to Leezy.
  5. Sign in to Leezy if prompted.
  6. Review the workspace and permissions shown on the Leezy authorization screen, then approve the connection.
  7. In Zapier, continue setting up the Zap and use Test trigger to load a sample.
  8. Choose the destination app and action, map the fields you need, then publish the Zap.

Available triggers

TriggerUse it to
New LeadSend new chatbot leads to a CRM, spreadsheet, email tool, or notification channel.
New TicketCreate or update support tasks in a helpdesk, project management tool, or shared inbox.
Meeting ScheduledSend booked meetings to calendars, reminders, CRMs, or team notifications.

Example workflows

When this happens in LeezyZapier can automatically
A chatbot captures a leadCreate a HubSpot contact or add a row to Google Sheets.
A support ticket is createdCreate a Zendesk ticket or notify your support team in Slack.
A meeting is scheduledCreate a calendar event or send a follow-up email.

Manage the connection in Leezy

Open Dashboard → Chatbots → [chatbot] → Deploy → Zapier to view the Zapier connection for your workspace and manage the integration.

Disconnecting Zapier from Leezy stops connected Zaps from receiving new Leezy events. You can reconnect from Zapier at any time.

Troubleshooting

IssueWhat to do
Leezy does not appear in ZapierSearch for Leezy in Zapier's app picker. If it still does not appear, contact Leezy support.
You cannot authorize the connectionConfirm that your Leezy workspace is on a paid plan and that you are a workspace owner or admin.
Zapier's test trigger does not return sample dataCreate a recent lead, support ticket, or meeting in the chatbot that matches the trigger, then test again.
A Zap stops receiving new Leezy eventsCheck that the Zap is turned on in Zapier. If needed, reconnect Leezy in Zapier and test the trigger again.
You connected the wrong workspaceDisconnect the integration in Leezy, then reconnect from Zapier and choose the correct workspace during authorization.

Need help? Contact Leezy support with the workspace name, chatbot name, Zap trigger, and a short description of what you expected to happen.