🔗Zapier Integration

Operator AI integrates with Zapier, allowing you to connect with 5,000+ apps like CRMs, email platforms, helpdesks, and marketing tools — without writing code.

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🔗 What Is Zapier?

Zapier is an automation platform that lets you:

• Connect Operator AI to thousands of apps (e.g., Salesforce, HubSpot, Mailchimp, Slack).

• Trigger workflows based on events inside Operator AI (like a new conversation, lead captured, or form submitted).

• Automate actions like adding contacts to email lists, updating CRMs, or sending alerts.

✅ No developer required — Zapier handles the heavy lifting for you.

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🛠️ How to Integrate Operator AI with Zapier

1. Go to https://developer.zapier.com/ and log in or register.

2. Create a new integration by clicking Start a Zapier Integration or visiting https://developer.zapier.com/app/new.

3. Fill in basic app details (name and description).

4. In the left menu, click Triggers → Add Trigger.

5. Define your triggers (e.g., new conversation, message sent, lead captured).

6. Set Trigger Type as REST Hook under API Configuration.

7. In Operator AI Dashboard, go to Settings → Miscellaneous → Webhooks.

8. Paste the Webhook URL generated by Zapier.

9. Activate webhooks, save settings, and reload Operator AI.

10. Create your Zap: select your app, set filters, and define actions!

✅ You can chain multiple Operator AI triggers to automate entire workflows.

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🔥 Example Zapier Use Cases

Use Case	Example Workflow
New Lead → CRM	When Operator AI captures a new lead, create a new contact in HubSpot or Salesforce.
Form Submission → Slack Alert	Notify a Slack channel when a user fills out a form in Operator AI.
Conversation Closed → Email Campaign	Add users to a nurture campaign after a conversation ends.
Missed Chat → Ticket Creation	Create a Zendesk or Freshdesk ticket when a chat is missed.
VIP Tag Applied → SMS Notification	Send internal SMS alerts when a high-value user appears.

✅ Unlimited automation possibilities based on your business needs.

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📋 Best Practices for Zapier + Operator AI

Tip	Why It Matters
Use Zapier filters	Only trigger actions when specific conditions are met.
Log important Zaps separately	Easy troubleshooting and audits.
Use environment variables for API Keys	Avoid hardcoding secrets into Zaps.
Test every Zap thoroughly	Prevent broken workflows before going live.
Monitor Zap performance monthly	Optimize slow or error-prone workflows.

✅ Well-built automations = happier teams and faster scaling.

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🛟 Need Help?

• Follow Zapier tutorials inside this documentation.

• Contact [e-mail] if you get stuck.

• Ask your Success Manager for best practices when scaling Operator AI + Zapier automations.

✅ We’re here to help you build automations that scale with you.

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🎯 Next Step

👉 Continue to Slack Integration →