Zapier

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How It Works

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Setting Up Actions (Receive Leads In)

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Step-by-Step Setup

1

Set up your trigger app

1. Create a new Zap in Zapier
2. Choose your lead source as the trigger (Typeform, Facebook Lead Ads, Google Sheets, etc.)
3. Connect your account and configure the trigger
4. Test the trigger to ensure it’s working properly

2

Add Whappy as the action

1. In the action section, search for “Whappy”
2. Select Whappy from the app results
3. Choose Create Lead as the action event
4. Click Continue

3

Connect your Whappy account

1. Click Sign in to Whappy
2. Copy your API key from Integrations → Zapier in your Whappy dashboard
3. Paste the API key in Zapier
4. Add an Account Label (add your account name to recognize if you have multiple account connected)
5. Click Yes, Continue to Whappy

Use the same API key you used for triggers. You only need to connect your account once.

4

Configure the lead data

Map the fields from your trigger app to Whappy. Here are the available fields:Required Fields:

• Phone (must include country code, e.g., +1234567890)
• First Name

Optional Fields:

• Email
• Lead Data (JSON format for custom information)
• Is Test Lead (choose “No” for real leads, “Yes” for testing)

Phone numbers must include the country code (e.g., +1 for US) to work with WhatsApp.

5

Test and activate

1. Click Test action to send a sample lead to Whappy
2. Check your Whappy dashboard under Leads to confirm the lead was created
3. If the test succeeds, turn on your Zap to start receiving leads automatically

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Popular Action Use Cases

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Setting Up Triggers (Send Leads Out)

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Available Triggers

• Lead Closed: Fires when a lead successfully completes your conversation funnel
• Appointment Scheduled: Fires when a lead books an appointment through your conversation

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Step-by-Step Setup

1

Create a new Zap and find Whappy

1. Go to zapier.com and click Create Zap
2. In the trigger section, search for “Whappy”
3. Select Whappy from the app results

2

Select your trigger event

Choose the trigger that matches your workflow:

• Lead Closed: Use this to send completed/qualified leads to your CRM or email marketing tools
• Appointment Scheduled: Use this to create calendar events or send confirmation emails

3

Connect your Whappy account

1. Click Sign in to Whappy
2. In your Whappy dashboard, navigate to Integrations → Zapier
3. Copy your API key from the Zapier integration card
4. Return to Zapier and paste the API key in the connection form
5. Click Yes, Continue to Whappy

Click Continue.

Your API key is unique to your account. Keep it secure and don’t share it publicly.

4

Test your trigger

1. Click Test trigger to pull in sample data from Whappy
2. You’ll see the lead data structure that will be sent to your next app
3. Review the sample data and click Continue

If no sample data appears, make sure you have at least one completed conversation or appointment in Whappy.

5

Set up your action app

1. Choose the app you want to send data to (HubSpot, Google Calendar, Mailchimp, etc.)
2. Connect your account for the chosen app
3. Map the Whappy fields to your target app fields
4. Test the complete Zap
5. Turn on your Zap to start the automation

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Popular Trigger Use Cases

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Managing Your API Key

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API Key Security

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Troubleshooting

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Best Practices

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Getting Started

• Start simple: Begin with basic automations before adding complexity
• Test thoroughly: Always test with sample data before going live
• Use test leads: Mark leads as “test” during setup to avoid affecting real data
• Monitor early: Check your automations frequently in the first few days

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Workflow Optimization

• Use filters: Add Zapier filters to process only relevant leads (e.g., specific budgets, sources)
• Separate Zaps: Create different Zaps for different lead sources rather than complex multi-step workflows
• Error handling: Set up email notifications for failed Zapier tasks
• Regular maintenance: Review and update your Zaps monthly

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Data Quality

• Validate phone numbers: Ensure phone numbers include country codes and are properly formatted
• Keep data consistent: Use standardized formats for custom fields across all sources
• Monitor lead quality: Regularly review leads coming through automation vs. manual entry

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Next Steps

1. Get your API key: Go to Integrations → Zapier in your Whappy dashboard
2. Choose your first automation: Start with either sending qualified leads to your CRM or receiving leads from your most active lead source
3. Follow the setup guides: Use the step-by-step instructions above
4. Test and monitor: Always test thoroughly before going live