Conversation
The lead provides information via WhatsApp.
Zapier and WhatsApp Business
Send Whatsplaid leads to other platforms via Zapier.
Zapier acts as a bridge to distribute lead data captured by Whatsplaid on WhatsApp to CRMs, spreadsheets, automation tools, email marketing, support, and other connected systems.
Automation bridge
Lead source
Connected flow
Send to apps
01
Lead capturedWhatsplaid collects data in natural conversation.
WhatsApp02
Zapier receivesThe lead data is sent to automation.
Zap03
App connectedZapier forwards the lead to the selected tool.
destinationData
Whatsplaid structures the contact.
Zapier
The event triggers an automation.
Destino
Another app receives the lead.
Integration scope
What this connection does and what its limits are.
See how data flows, which requirements apply, and what depends on the configuration you choose.
Automation via Zapier
The Zap receives the data provided by the Whatsplaid trigger; queries to the destination app depend on the Zap.
The destination app creates or updates records according to the action configured in the Zap.
Whatsplaid → Zapier → destination app.
An event configured in Whatsplaid triggers the Zap and forwards the data to the flow.
Whatsplaid and Zapier accounts connected, destination app and fields mapped.
Availability depends on the plans of Whatsplaid, Zapier and the target app.
App availability, actions, frequency, task history, and errors also follow Zapier and destination policies.
Step by step
How to use Whatsplaid with Zapier.
Integration is recommended when you want to send the data captured by Whatsplaid to tools that don't have a direct integration, using Zapier as the automation layer.
STEP 01
Access the app on Zapier
Open the Whatsplaid page on Zapier and start creating a Zap with Whatsplaid as the data source.
STEP 02
Connect your Whatsplaid account
Authorize the connection so Zapier can receive lead data captured during WhatsApp conversations.
STEP 03
Choose the destination app
Set where the lead should be sent: CRM, spreadsheet, automation tool, support, email marketing, or another system.
STEP 04
Map the fields
Map the lead’s name, phone, email, responses, tags, and other data to the fields expected by the destination platform.
STEP 05
Test and publish Zap
Run a test with a real lead, verify data submission, and publish the Zap to automate subsequent contacts.
What connects
Zapier distributes lead data to other systems.
Unlike direct CRM integrations, Zapier allows you to create custom workflows to send leads from Whatsplaid to external tools according to operational needs.
Contact captured on WhatsApp
Name, phone, email, and data collected by the agent can trigger automations in Zapier.
Responses and interests
The questions configured in ADMIN generate useful data to determine the destination and the next action in the flow.
Flexible destination
Send leads to spreadsheets, CRMs, helpdesk tools, automation platforms, email marketing systems, and other tools connected to Zapier.
No-code automation
Create rules to add contacts, notify teams, update databases, open tasks, or start sequences in other tools.
When to use
Use Zapier when the destination is not a direct integration.
RD Station, Pipedrive, HubSpot and Bitrix24 are direct integrations. Zapier is the option to send data from Whatsplaid to other tools, with custom mapping and automations.
Register leads in tablesSend contacts captured on WhatsApp to operational databases used by the team.
Connect alternative systemsMove data to CRMs and platforms that don’t have a direct connection with Whatsplaid.
Notify teamsTrigger alerts when a new lead arrives, when it is qualified, or when human action is required.
Automate next stepsCreate tasks, update lists, add contacts, and start sequences in other apps.
Common questions about Zapier and Whatsplaid.
What is Zapier's role in this integration?
Zapier receives lead data captured by Whatsplaid and allows you to send it to other connected platforms, such as CRMs, spreadsheets, automation tools, support systems, and email marketing.
Is Zapier the same as a direct integration with a CRM?
No. Integrations like RD Station, Pipedrive, HubSpot and Bitrix24 are direct connections. Zapier is a bridge to create custom flows with other platforms.
What data can Zapier receive from Whatsplaid?
Lead data collected during the conversation, such as name, phone number, email, qualification responses, tags, interests, and useful information for the configured flow.
Does the lead need to fill out a form?
No. Whatsplaid collects the data during a natural conversation on WhatsApp and Zapier receives that information to pass it on to the selected app.
Can I choose where each piece of information goes?
Yes. In Zapier, you map the fields received from Whatsplaid to the fields required by the destination app.
When should I use Zapier instead of the API?
Use Zapier when you want to build no-code automations with apps already available on the platform. Use the API when you need a custom integration, more control, or specific technical rules.
Automation with Zapier
Enable integration
Take leads from Whatsplaid to other apps.
Connect Whatsplaid to Zapier and send data captured on WhatsApp to the tools your operation already uses.