How to Connect Greetler to Zapier
Send your leads to Clio, HubSpot, Salesforce, Google Sheets, and 5,000+ other apps — automatically.
Time needed: 2 minutes • Difficulty: Easy • No code required
-
1
Log in to Zapier
Go to zapier.com and sign in (or create a free account).
-
2
Create a new Zap
Click Create Zap in the top-left corner.
-
3
Choose your trigger
Search for "Webhooks by Zapier" and select Catch Hook as the trigger event. Click Continue.
-
4
Copy the webhook URL
Zapier gives you a unique webhook URL (starts with
https://hooks.zapier.com/...). Copy it. -
5
Add webhook in Greetler
In your Greetler portal, go to Settings → Integrations. Click Custom Webhook → Configure. Paste the Zapier URL and select your events (e.g., "New lead captured").
-
6
Send a test
Click the Test button next to your webhook. You should see a green checkmark. Go back to Zapier and click Test trigger — your test data should appear.
-
7
Choose your action
In the Zapier action step, search for your destination (e.g., Clio, HubSpot, Google Sheets). Select "Create Contact" or "Create Row".
-
8
Map the fields
Map Greetler fields to your destination: Name →
data.name, Email →data.email, Phone →data.phone, Notes →data.intent_summary -
9
Turn on your Zap
Click Publish. Every new lead from your AI concierge will automatically appear in your CRM.
Available Webhook Events
| Event | Fires when |
|---|---|
| lead.created | New lead is captured |
| lead.updated | Lead status changes in pipeline |
| conversation.completed | Conversation ends with summary |
| booking.clicked | Visitor clicks booking link |
Verifying webhook signatures
Every webhook delivery includes an X-Greetler-Signature header containing an HMAC-SHA256 hex digest. Compute HMAC-SHA256(your_secret, request_body) and compare to verify the payload is authentic. Your signing secret is shown in Settings → Integrations.