Conversation
The lead provides data via WhatsApp.
Zapier Integration
Send leads from Whatsplaid to other platforms via Zapier.
Zapier works as a bridge to distribute the data of leads captured by Whatsplaid on WhatsApp to CRMs, spreadsheets, automation tools, email marketing, customer service, and other connected systems.
Automation bridge
Leads origin
Connected flow
Sending to apps
01
Lead capturedWhatsplaid collects data in natural conversation.
WhatsApp02
Zapier receivesThe lead data is sent for automation.
Zap03
App connectedZapier forwards the lead to the chosen tool.
destinationData
Whatsplaid structures the contact.
Zapier
The event triggers an automation.
Destino
Another app receives the lead.
Step by step
How to use Whatsplaid with Zapier.
The integration is recommended when you want to transfer data captured by Whatsplaid to tools that do not have direct integration, using Zapier as an automation layer.
STEP 01
Access the app on Zapier
Open the Whatsplaid GPT 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
Define where the lead should be sent: CRM, spreadsheet, automation tool, customer service, email marketing, or other system.
STEP 04
Map the fields
Associate name, phone, email, responses, tags, and other lead data to the fields expected by the destination platform.
STEP 05
Test and publish the Zap
Perform a test with a real lead, validate data transmission, and publish the Zap to automate future contacts.
What connects
Zapier distributes lead data to other systems.
Unlike direct CRM integrations, Zapier allows creating customized flows to send Whatsplaid leads to external tools as needed by the operation.
Contact captured on WhatsApp
Name, phone, email, and data collected by the agent can trigger automations in Zapier.
Responses and interests
Questions configured in ADMIN generate essential data to decide the destination and the next step of the flow.
Flexible destination
Send leads to spreadsheets, CRMs, customer service tools, automation, email marketing, and other systems connected to Zapier.
No-code automation
Create rules to register 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 take Whatsplaid data to other tools, with mapping and customized automations.
Register leads in tablesSend contacts captured on WhatsApp to operational databases used by the team.
Connect alternative systemsTransfer data to CRMs and platforms that do not have native integration with Whatsplaid.
Notify teamsTrigger alerts when a new lead arrives, when it is qualified, or when human action is needed.
Automate next stepsCreate tasks, update lists, register contacts, and start sequences in other applications.
Common questions about Zapier and Whatsplaid.
What is Zapier's role in this integration?
Zapier receives data from leads captured by Whatsplaid and allows sending it to other connected platforms, such as CRMs, spreadsheets, automation tools, customer service, and email marketing.
Is Zapier the same as a direct CRM integration?
No. Integrations like RD Station, Pipedrive, HubSpot, and Bitrix24 are direct connections. Zapier is a bridge to create customized flows with other platforms.
What data can Zapier receive from Whatsplaid?
Lead data collected during the conversation, such as name, phone, email, qualification responses, tags, interests, and useful information for the configured flow.
Does the lead need to fill out a form?
No. Whatsplaid collects data during a natural conversation on WhatsApp, and Zapier receives this information to pass to the chosen 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 tool.
When should I use Zapier instead of API?
Use Zapier when you want to set up no-code automations with apps already available on the platform. Use API when you need a custom integration, more control, or specific technical rules.
Automation with Zapier
Activate integration
Transfer Whatsplaid leads to other applications.
Connect Whatsplaid to Zapier and send data captured on WhatsApp to the tools your operation already uses.