How to Connect Zapier to Appalix for CRM Lead Capture

What you'll need

• An Appalix account on Core plan or above
• A Zapier account — the free tier supports this integration
• An account with the destination app (e.g. HubSpot, Salesforce, Google Workspace)

How it works

Appalix sends a JSON payload to your Zapier webhook URL whenever a visitor shares an email address or phone number in the chat. Zapier receives this data and lets you route it to any app with a Zap action.

Lead capture payload

{
  "event": "lead_captured",
  "conversationId": "abc-123",
  "integrationId": "xyz-456",
  "workspaceId": "ws-789",
  "email": "jane@company.com",
  "phone": "+44 7911 123456",
  "message": "my email is jane@company.com",
  "timestamp": "2026-02-26T10:30:00.000Z"
}

All fields are always present; email and phone may be null if not captured in the conversation.

Step 1 — Create a Zapier webhook trigger

1. Log in to zapier.com and click + Create → Zaps.
2. Click the Trigger step and search for Webhooks by Zapier. Select it.
3. Choose Catch Hook as the trigger event. Click Continue.
4. Zapier will generate a webhook URL — something like https://hooks.zapier.com/hooks/catch/12345678/abcdefg/. Click Copy.
5. Leave the Zap open in a browser tab — you'll come back to test it after connecting Appalix.

Step 2 — Paste the webhook URL in Appalix

1. In Appalix, go to Integrations and click Edit on the integration you want to connect.
2. Scroll to the CRM integration section.
3. In the CRM provider dropdown, select Zapier.
4. Paste your Zapier webhook URL in the Zapier webhook URL field.
5. Click Save changes.

Step 3 — Send a test lead to Zapier

1. Open the preview of your Appalix integration and send a message containing an email address — for example: "Hi, my email is test@example.com".
2. Back in Zapier, click Test trigger. Zapier will show the JSON payload it received from Appalix.
3. You should see all fields: email, phone, conversationId, etc.
4. Click Continue with selected record.

Step 4 — Add your CRM action

Now connect the lead data to your CRM or app of choice:

HubSpot

1. Add an action step → search HubSpot → select Create or Update Contact.
2. Connect your HubSpot account.
3. Map Email → email from the trigger data.
4. Map Phone Number → phone.
5. Set Lead Source to a static value like Appalix Chat.

Salesforce

1. Add an action step → search Salesforce → select Create Record → Lead.
2. Connect your Salesforce account.
3. Map Email, MobilePhone, and set a required LastName (use a static fallback like "Chat Lead" if name wasn't captured).

Google Sheets

1. Add an action step → Google Sheets → Create Spreadsheet Row.
2. Connect your Google account, choose a spreadsheet and sheet.
3. Map columns: Email, Phone, Timestamp, Conversation ID.

Any other app

Zapier supports 6,000+ apps. Search for your CRM or tool in the Zapier action step and map the email and phone fields from the trigger data.

Step 5 — Turn on the Zap

Once you've tested the action and everything looks correct, click Publish and toggle the Zap to On. From now on, every lead captured by Appalix will automatically appear in your CRM.

Tips & best practices

• Test with Webhook.site first — before connecting to your real CRM, paste https://webhook.site/your-unique-id in Appalix to inspect the exact payload your CRM will receive.
• Add a filter step — in Zapier, add a Filter step between trigger and action that only continues if email is not empty, to avoid creating contacts without an email.
• Use Make.com for complex flows — Make's free tier handles more operations per month and supports multi-step branching logic, making it better than Zapier for complex automation.
• Tag leads from specific integrations — if you have multiple Appalix integrations (web widget, WhatsApp, Slack), use the integrationId field to tag leads by source in your CRM.
• Upgrade for native CRM integrations — on Pro plan, you can connect HubSpot, Intercom, Zoho CRM, and Salesforce directly without Zapier, which gives faster delivery and no task limits.