Connect Social Intents to thousands of apps using Zapier. Automatically send chat data, leads, and offline messages to your CRM, email tools, spreadsheets, and more.
How It Works
Social Intents sends webhook data to Zapier whenever certain events occur. Zapier then routes that data to whatever app you choose - Salesforce, HubSpot, Google Sheets, Mailchimp, and many others.
Available Trigger Events
| Event | When It Fires |
|---|---|
| Chat completed | When a live chat conversation ends (answered or missed) |
| Offline message | When a visitor leaves an offline message |
| Lead captured | When a new lead is captured via the pre-chat form |
Setting Up a Zap
Create a Zap in Zapier
Log in to Zapier and create a new Zap. Choose Webhooks by Zapier as the trigger app and select Catch Hook as the trigger event.
Copy the Webhook URL
Zapier will generate a unique webhook URL. Copy this URL.
Register the Webhook in Social Intents
Use the Social Intents REST API to register the webhook:
POST /v1/api/apps/{widgetId}/webhook
Content-Type: application/json
X-SocialIntentsToken: YOUR_API_TOKEN
{
"target_url": "https://hooks.zapier.com/hooks/catch/YOUR_ZAP_ID",
"event": ""
}Leave event empty for chat events, or set it to "offline_message" or "lead" for those event types.
Test and Configure Action
Send a test chat to trigger the webhook. In Zapier, confirm the data was received, then set up your action (e.g., create a contact in your CRM).
Data Fields Available
Each webhook payload includes:
- Visitor name, email, phone
- Chat type (Answered, Missed, Offline Message)
- Agent name and ID
- Full transcript (plain text)
- Page URL, referrer, IP, location
- Custom fields 1-6 and custom parameters
- Visitor group, consent status
- Visit count and duration
Controlling When Webhooks Fire
By default, webhooks fire on every chat event. You can set the chatZapierTrigger option to "on" so webhooks only fire when an agent types /zap or /zapier during the chat. This gives agents control over which conversations get sent to Zapier.
Common Zap Ideas
- Add chat leads to a Google Sheet or Airtable
- Create contacts in Salesforce or HubSpot after a chat
- Send offline messages to a Slack channel or email
- Create support tickets in Zendesk or Jira from chat transcripts
- Add email subscribers to Mailchimp after a lead is captured