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Zapier Integration

Connect CleverROI with thousands of apps via Zapier. Send leads from any app (e.g., Typeform, Gravity Forms, Salesforce) to our scoring API.

Prerequisites

Step‑by‑Step

1

Create a new Zap

Log in to Zapier and click Create Zap.

2

Choose your trigger app and event

Select the app that generates leads (e.g., Typeform, Google Sheets, Meta Ads). Configure the trigger to watch for new entries.

3

Add an action: Webhooks by Zapier

Choose Webhooks by Zapier as the action app and POST as the event.

4

Configure the webhook

  • URL: Paste your webhook URL
  • Payload Type: JSON
  • Headers: Add X-API-KEY with your API key
  • Data: Map trigger fields to the JSON body:
{
  "name": "{{name}}",
  "email": "{{email}}",
  "phone": "{{phone}}",
  "message": "{{message}}",
  "budget": "{{budget}}",
  "source": "zapier"
}

Use the field names from your trigger app. The source field helps you identify where the lead came from.

5

Test and publish

Run a test – Zapier will send a sample lead. Verify it appears in your CleverROI dashboard, then publish your Zap.