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
- Open Zapier and create a new Zap.
- Choose Leezy as the trigger app.
- Select the Leezy trigger you want to use.
- Click Sign in to Leezy.
- Sign in to Leezy if prompted.
- Review the workspace and permissions shown on the Leezy authorization screen, then approve the connection.
- In Zapier, continue setting up the Zap and use Test trigger to load a sample.
- Choose the destination app and action, map the fields you need, then publish the Zap.
Available triggers
| Trigger | Use it to |
|---|---|
| New Lead | Send new chatbot leads to a CRM, spreadsheet, email tool, or notification channel. |
| New Ticket | Create or update support tasks in a helpdesk, project management tool, or shared inbox. |
| Meeting Scheduled | Send booked meetings to calendars, reminders, CRMs, or team notifications. |
Example workflows
| When this happens in Leezy | Zapier can automatically |
|---|---|
| A chatbot captures a lead | Create a HubSpot contact or add a row to Google Sheets. |
| A support ticket is created | Create a Zendesk ticket or notify your support team in Slack. |
| A meeting is scheduled | Create 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
| Issue | What to do |
|---|---|
| Leezy does not appear in Zapier | Search for Leezy in Zapier's app picker. If it still does not appear, contact Leezy support. |
| You cannot authorize the connection | Confirm 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 data | Create a recent lead, support ticket, or meeting in the chatbot that matches the trigger, then test again. |
| A Zap stops receiving new Leezy events | Check that the Zap is turned on in Zapier. If needed, reconnect Leezy in Zapier and test the trigger again. |
| You connected the wrong workspace | Disconnect 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.