Zapier and Make (formerly Integromat) are automation platforms that connect ChatForge to hundreds of other tools — CRMs, email platforms, spreadsheets, Slack, and more. When set up correctly, every lead captured by your agent flows automatically into your (or your client's) existing systems with zero manual effort.
What you can automate
The most valuable automations connect ChatForge lead data to:
- Google Sheets — every captured lead logged automatically in a spreadsheet. Simple, free, visible to the client.
- HubSpot / Pipedrive / Salesforce — new contact created in the CRM the moment a lead is captured
- Mailchimp / ActiveCampaign / ConvertKit — lead added to an email list or nurture sequence automatically
- Slack or email notification — instant alert to the business owner the moment a new lead comes in
- Calendly confirmation follow-up — trigger a personalised email after a booking is made
How to set up a Zapier Zap
1
Sign up for Zapier (free tier available)
Go to zapier.com and create an account. The free tier allows up to 5 single-step Zaps — enough for basic lead routing.
2
Set ChatForge as the trigger
In Zapier, create a new Zap. Search for ChatForge as the trigger app. Select "New Lead Captured" or "New Conversation" as the trigger event. Authenticate with your ChatForge account.
3
Choose your destination app
Add an action step: "Add row to Google Sheets", "Create contact in HubSpot", "Subscribe to Mailchimp list", or "Send Slack message".
4
Map the fields
Match ChatForge lead data (name, email, question asked) to the destination fields. Test the Zap with a real lead to confirm it works.
5
Turn it on
Activate the Zap. Every new lead from the agent now flows automatically — no manual copying required.
This is a powerful upsell "I can also set up an automation that sends every lead captured by your agent directly into your CRM and triggers an email follow-up sequence — automatically." This is a $100–$200 one-time add-on that clients find very compelling, especially if they already use a CRM.
Make vs Zapier — which to use?
| Feature | Zapier | Make |
|---|---|---|
| Free tier | 5 Zaps | 1,000 ops/month |
| Ease of use | ★★★★★ Easier | ★★★★ Visual but steeper |
| Flexibility | ★★★★ | ★★★★★ More powerful |
| Best for | Beginners, simple flows | Complex multi-step automations |
Start with Zapier — it's the fastest to get running. Move to Make once you need more complex logic (conditional branching, data transformation, multi-step flows).