Enable Lead Generation

This step is performed at denser.ai.

On the main screen of your selected chatbot, make sure you selected Customize. On the Customize panel, find Leads field in the Common section. Make sure option on is selected for Leads field.

Customize Lead Generation

Similarly to the last step, make sure you selected Leads on the side panel. On the default Leads Form tab, you can add additional information you would like to collect from your customers. In this example, we will add 3 additional fields: City, State, and Zip. When a user asks the first question in your Denser chatbot, lead generation form is displayed on the chat window as shown below.

Tips 1: Lead generation form is created only once for a new user. If you need to test integration multiple times, please open a new browser window in incognito/private mode.

Tips 2: We would suggest you to submit at least one test lead generation form before Zapier integration step below.

Prepare Google worksheet

This step is similar to the previous guide Integrate Denser.ai with Zapier Workflow.

Make sure you named the columns in the first row with the fields in your customized lead generation form. E.g. you can have column names such as name, email, city, state, and zip.

Zapier Integration

This step is performed at zapier.com.

Configure your chatbot as trigger

To create this workflow, you need to create a new zap, which container a trigger and an action.

First, click Trigger step, search for DenserAI on the popup window and select it as trigger. Perform the following to complete DenserAI trigger configuration:

• At App & event tab, select event When Denser Lead Generation Form Is Filled by a User in DenserAI.
• At Account tab, provide your chatbot ID and the REST Access Key. You can find chatbot ID from chatbot screen at denser.ai. REST Access API key is mentioned in the previous Zapier guide Integrate Denser.ai with Zapier Workflow.
• At Test tab, click Find new record button. The latest lead generation record submitted to your chatbot is returned as test data to trigger the next Zapier step. If you have submitted at least a lead generation form from your chat window before, the additional customized fields (city, state, and zip) can be found in the returned record. These custom values are labeled as Custom Field Value 0, 1, ... 4 in the record. We currently support up to 5 custom fields in Denser Zapier trigger.

Configure Google Sheets as action

Search for Google Sheets and select it as action.

• At App & event tab, select event Create Spreadsheet Row.
• At Account tab, grant Zapier access to your Google account by authenticate to your Google account.
• At Action tab, fill the fields with the Google worksheet that you prepared at previous step. After you filled fields, make sure you pressed Refresh button. After refresh, Action tab displays 4 more fields that match the columns you created in the worksheet. You can click each field and select the corresponding output field from chatbot trigger. Please refer to the screenshot below for details. As shown in the screenshot below, you can map the custom lead form values to the columns in your Google Sheets.
• At Test tab, click Test step button and then verify the example chatbot output is added into your Google worksheet.

Finally, you can publish this zap workflow. Each time a lead generation form is submitted, the data filled in the form is added as a new row in Google Sheets after a short delay.