Zapier Integration

Zapier allows you to connect SendPilot with thousands of apps including Salesforce, HubSpot, Slack, Google Sheets, and more — all without writing any code.

Overview

With Zapier, you can:

Triggers: React to SendPilot events (lead replies, connections, status changes)
Actions: Control SendPilot from other apps (add leads, update status, send messages)

Setting Up SendPilot in Zapier

Step 1: Create a Webhook Trigger

Create a new Zap in Zapier
Select Webhooks by Zapier as the trigger app
Choose Catch Hook as the trigger event
Copy the webhook URL provided by Zapier

Step 2: Register Webhook in SendPilot

Go to SendPilot Integrations → Webhooks
Click Add Webhook
Paste your Zapier webhook URL
Select the events you want to trigger on (e.g., message.received)
Save the webhook

Step 3: Test the Connection

In Zapier, click Test trigger
Trigger an event in SendPilot (e.g., simulate a reply)
Zapier will capture the test data

Common Zapier Workflows

1. New Reply → Slack Notification

When a lead replies, notify your sales team instantly.

Trigger: Webhooks by Zapier (Catch Hook)
  ↓
Filter: Event Type = "message.received"
  ↓
Action: Slack - Send Channel Message
  - Channel: #sales-leads
  - Message: "🎉 New reply from {{linkedinUrl}}!"

2. New Reply → HubSpot Task

Create a follow-up task when a lead engages.

Trigger: Webhooks by Zapier (Catch Hook)
  ↓
Filter: Event Type = "message.received"
  ↓
Action: HubSpot - Create Task
  - Title: "Follow up with LinkedIn lead"
  - Due Date: Tomorrow
  - Notes: "Lead replied: {{replyPreview}}"

3. Form Submission → Add Lead to Campaign

Add leads from your website form to a SendPilot campaign.

Trigger: Typeform - New Entry
  ↓
Action: Webhooks by Zapier - POST
  - URL: https://api.sendpilot.ai/v1/leads
  - Headers: X-API-Key: YOUR_API_KEY
  - Body: {
      "campaignId": "your_campaign_id",
      "leads": [{
        "linkedinUrl": "{{linkedin_url_field}}",
        "firstName": "{{first_name}}",
        "email": "{{email}}"
      }]
    }

4. Connection Accepted → CRM Update

Update your CRM when a lead accepts your connection.

Trigger: Webhooks by Zapier (Catch Hook)
  ↓
Filter: Event Type = "connection.accepted"
  ↓
Action: Salesforce - Update Record
  - Object: Lead
  - Find by: LinkedIn URL
  - Status: "Connected"

5. Lead Status Changed → Google Sheet Log

Log all lead activity to a spreadsheet.

Trigger: Webhooks by Zapier (Catch Hook)
  ↓
Filter: Event Type = "lead.status.changed"
  ↓
Action: Google Sheets - Create Row
  - Lead ID: {{leadId}}
  - LinkedIn URL: {{linkedinUrl}}
  - Previous Status: {{previousStatus}}
  - New Status: {{newStatus}}
  - Timestamp: {{timestamp}}

Using SendPilot API Actions

To call SendPilot API from Zapier, use Webhooks by Zapier (Custom Request):

Add Leads Example

Action: Webhooks by Zapier - Custom Request
  Method: POST
  URL: https://api.sendpilot.ai/v1/leads
  Headers:
    X-API-Key: YOUR_API_KEY
    Content-Type: application/json
  Body (JSON):
    {
      "campaignId": "campaign_id_here",
      "leads": [
        {
          "linkedinUrl": "{{LinkedIn URL}}",
          "firstName": "{{First Name}}",
          "lastName": "{{Last Name}}",
          "company": "{{Company}}"
        }
      ]
    }

Update Lead Status Example

Action: Webhooks by Zapier - Custom Request
  Method: PATCH
  URL: https://api.sendpilot.ai/v1/leads/{{lead_id}}/status
  Headers:
    X-API-Key: YOUR_API_KEY
    Content-Type: application/json
  Body (JSON):
    {
      "status": "REPLY_RECEIVED"
    }

Best Practices

Use Filters

Add a Filter step to process only specific events. Filter by eventType to handle different events differently.

Handle Errors

Add error handling paths in your Zaps to catch API failures.

Rate Limiting

Zapier has its own rate limits. Use delays between actions if processing many events.

Test Thoroughly

Always test with real data before going live.

Webhook Payload Reference

When SendPilot sends a webhook to Zapier, the payload looks like:

{
  "eventId": "evt_123456789",
  "eventType": "message.received",
  "timestamp": "2024-02-24T10:30:00.000Z",
  "workspaceId": "ws_abc123",
  "data": {
    "leadId": "lead_xyz",
    "campaignId": "camp_123",
    "linkedinUrl": "https://linkedin.com/in/john-doe",
    "replyPreview": "Thanks for reaching out..."
  }
}

Use these fields in your Zapier actions with the {{field_name}} syntax.

Getting Started

Credits

Campaigns

Leads

Inbox

Lead Database

Lead Extractor

Webhooks

Webhook Events

Use Cases

Overview

Setting Up SendPilot in Zapier

Step 1: Create a Webhook Trigger

Step 2: Register Webhook in SendPilot

Step 3: Test the Connection

Common Zapier Workflows

1. New Reply → Slack Notification

2. New Reply → HubSpot Task

3. Form Submission → Add Lead to Campaign

4. Connection Accepted → CRM Update

5. Lead Status Changed → Google Sheet Log

Using SendPilot API Actions

Add Leads Example

Update Lead Status Example

Best Practices

Webhook Payload Reference

​Overview

​Setting Up SendPilot in Zapier

​Step 1: Create a Webhook Trigger

​Step 2: Register Webhook in SendPilot

​Step 3: Test the Connection

​Common Zapier Workflows

​1. New Reply → Slack Notification

​2. New Reply → HubSpot Task

​3. Form Submission → Add Lead to Campaign

​4. Connection Accepted → CRM Update

​5. Lead Status Changed → Google Sheet Log

​Using SendPilot API Actions

​Add Leads Example

​Update Lead Status Example

​Best Practices

​Webhook Payload Reference

Overview

Setting Up SendPilot in Zapier

Step 1: Create a Webhook Trigger

Step 2: Register Webhook in SendPilot

Step 3: Test the Connection

Common Zapier Workflows

1. New Reply → Slack Notification

2. New Reply → HubSpot Task

3. Form Submission → Add Lead to Campaign

4. Connection Accepted → CRM Update

5. Lead Status Changed → Google Sheet Log

Using SendPilot API Actions

Add Leads Example

Update Lead Status Example

Best Practices

Webhook Payload Reference