Zapier
Connect Whappy with 6,000+ apps to automate your lead workflow. Send qualified leads to your CRM or receive new leads from forms and ads.
Connect Whappy with over 6,000 apps through Zapier to automate your lead workflow. Send qualified leads to your CRM automatically, or receive new leads from forms and ads to start WhatsApp conversations.
How It Works
Triggers (Send Leads Out)
Whappy → Other Apps: When leads complete conversations or book appointments, automatically send their information to CRM, email tools, calendars, etc.
Actions (Receive Leads In)
Other Apps → Whappy: When you get new leads from forms, ads, or other sources, automatically add them to Whappy to start WhatsApp conversations.
Setting Up Actions (Receive Leads In)
Use actions to automatically add new leads to Whappy from your other business tools and start WhatsApp conversations.
Step-by-Step Setup
Set up your trigger app
- Create a new Zap in Zapier
- Choose your lead source as the trigger (Typeform, Facebook Lead Ads, Google Sheets, etc.)
- Connect your account and configure the trigger
- Test the trigger to ensure it’s working properly
Add Whappy as the action
- In the action section, search for “Whappy”
- Select Whappy from the app results
- Choose Create Lead as the action event
- Click Continue
Connect your Whappy account
- Click Sign in to Whappy
- Copy your API key from Integrations → Zapier in your Whappy dashboard
- Paste the API key in Zapier
- Add an Account Label (add your account name to recognize if you have multiple account connected)
- Click Yes, Continue to Whappy
Use the same API key you used for triggers. You only need to connect your account once.
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:
- 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.
Test and activate
- Click Test action to send a sample lead to Whappy
- Check your Whappy dashboard under Leads to confirm the lead was created
- If the test succeeds, turn on your Zap to start receiving leads automatically
Popular Action Use Cases
Setting Up Triggers (Send Leads Out)
Use triggers to automatically send qualified lead data from Whappy to your other business tools when conversations complete or appointments are booked.
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
Step-by-Step Setup
Create a new Zap and find Whappy
- Go to zapier.com and click Create Zap
- In the trigger section, search for “Whappy”
- Select Whappy from the app results
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
Connect your Whappy account
- Click Sign in to Whappy
- In your Whappy dashboard, navigate to Integrations → Zapier
- Copy your API key from the Zapier integration card
- Return to Zapier and paste the API key in the connection form
- Click Yes, Continue to Whappy
Click Continue.
Your API key is unique to your account. Keep it secure and don’t share it publicly.
Test your trigger
- Click Test trigger to pull in sample data from Whappy
- You’ll see the lead data structure that will be sent to your next app
- 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.
Set up your action app
- Choose the app you want to send data to (HubSpot, Google Calendar, Mailchimp, etc.)
- Connect your account for the chosen app
- Map the Whappy fields to your target app fields
- Test the complete Zap
- Turn on your Zap to start the automation
Popular Trigger Use Cases
Managing Your API Key
Your Zapier API key is found in Integrations → Zapier in your Whappy dashboard. This same key works for both triggers and actions.
API Key Security
Keep it secure
- Don’t share your API key publicly
- Only use it in trusted Zapier automations
- Contact support if you suspect it’s compromised
Monitor usage
- Check Zapier task history regularly
- Review new leads in Whappy dashboard
- Monitor for unexpected activity
Troubleshooting
Best Practices
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
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
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
Start with one simple automation (like sending closed leads to your CRM) before building complex multi-step workflows. This helps you understand the data flow and catch any issues early.
Next Steps
Ready to automate your lead workflow?
- Get your API key: Go to Integrations → Zapier in your Whappy dashboard
- Choose your first automation: Start with either sending qualified leads to your CRM or receiving leads from your most active lead source
- Follow the setup guides: Use the step-by-step instructions above
- Test and monitor: Always test thoroughly before going live