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Connect Whappy to Zapier to start a Zap when something happens in a conversation, and to add leads to Whappy from forms, ads, sheets or any other app on Zapier. Zapier is on the Integrations page, under Automations. Every account sees it except an agency’s client accounts, which use their agency’s CRM instead. Make offers the same events and action.

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What it does

Whappy starts your Zaps when

  • Conversation closed: a conversation reaches its Close step.
  • Appointment booked: a lead books a meeting.
  • Lead went quiet: a lead stops replying for the hours you set in the Zap.
  • Send data: a Send data step runs in a campaign funnel.

Your Zaps can

  • Create lead: add a lead to the Whappy campaign you choose.

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Connect

1

Install the Whappy app on Zapier

In Whappy, open Integrations → Zapier and click Get Whappy app on Zapier. Zapier opens the Whappy app page.
2

Copy your API key

On the same page, click Copy API key next to the key. Paste it when Zapier asks you to connect your Whappy account.Pasting the API key in Zapier
One key covers both directions: triggers and Create lead. It is separate from your Make key; revoking one never stops the other. Keep it private: anyone with the key can add leads to your account.
Below the steps, the page shows Zapier’s ready-made templates for Whappy. Pick one to start a Zap that is already set up.

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Add leads to Whappy (Create lead)

1

Set up the app the leads come from

Create a Zap and choose your lead source as the trigger: a form, an ad platform, a sheet, a CRM.
2

Add Whappy as the action

Search for Whappy and choose Create Lead as the action event. Connect your Whappy account with the API key if you have not yet.
Choosing Create Lead in Zapier
3

Map the lead's fields

  • The phone number, in international format, e.g. +393331234567. A local number works if your account has a default country.
  • The name.
  • Optional: the email, the Whappy campaign the lead goes to (left empty, your account’s default routing decides), and extra lead data such as budget or city, which the AI and your templates can read.
  • Mark the lead as a test lead while you build the Zap.
Mapping lead fields in Zapier
4

Test and turn it on

Click Test action, then check the lead in the campaign’s Leads tab in Whappy. If it is there, turn the Zap on.
Testing the action in Zapier
What happens next:
  • The same person again. If the lead is already in that campaign, Whappy keeps one lead and adds the new details. If the campaign has Restart the campaign for a lead that comes back on (campaign Options), the conversation starts over.
  • A campaign that does not talk on WhatsApp refuses the lead: a lead from Zapier has a phone number, and the campaign writes first on WhatsApp. Turn WhatsApp on in the campaign’s channels, or pick another campaign. Test leads are not refused.
  • No WhatsApp number yet. Whappy writes first on WhatsApp only. On an account with no WhatsApp number connected, the lead waits until one is.

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Start Zaps from Whappy (triggers)

1

Choose the Whappy trigger

Create a Zap, search for Whappy as the trigger app and pick the event you want.Searching for Whappy in Zapier
2

Fill in the trigger's fields

  • Lead went quiet asks for the hours without a reply. Each lead fires once. If you have several of these Zaps, the shortest wait applies to all of them.
  • Send data asks for a trigger name. Use the same name in the campaign’s Send data step (see below).
3

Test the trigger

Click Test trigger. Zapier loads a sample lead so you can map its fields in the next steps.
Testing the trigger in Zapier
4

Add the app the data goes to and turn the Zap on

Choose the app (a CRM, a sheet, an email tool), map the Whappy fields and turn the Zap on.

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Send data steps

Send data fires only where you put it. In the campaign’s funnel, add a Send data step, choose Zapier or Make as the Connection type, and pick the Trigger name you set in Zapier. If the list is empty, create the trigger in Zapier first. Add the step to every campaign that should send the data.

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What each event sends

Every trigger sends the same fields: The four *_json fields arrive as JSON text. In a Send data event they arrive as readable text instead (for example {'Budget': '5000'}), which is not valid JSON. The developer reference has a full example.

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Troubleshooting

Copy the key again from Integrations → Zapier, with no spaces before or after it. Make sure it is the Zapier key, not the Make key.
  • Check the Zap is on.
  • Check leads actually reach the step the trigger listens to: the Close step, a booked appointment, or the Send data step.
  • Send data: the trigger name in the funnel step must be the one in the Zap.
  • Lead went quiet: only a conversation waiting for the lead’s reply counts, and each lead fires once.
  • Look at the Zap’s history in Zapier for errors from the app the data goes to.
  • The phone number cannot be read: send it with the international prefix, or set a default country in Whappy.
  • The campaign does not talk on WhatsApp: turn WhatsApp on in the campaign’s channels, or send the lead to another campaign.
  • Unknown campaign name: the name must match a Whappy campaign; otherwise your account’s default routing decides.
Check the field mapping in the Zap, and that the source app sends the fields you mapped. Extra fields go in the lead data.