In this guide, we'll walk you through using webhooks and automation platforms like Zapier, Pably, or Make to streamline data collection from AskSpot forms. Webhooks enable you to send data collected in your chatbots to other applications like CRMs, Google Sheets, or email platforms.
Step 1: Create a Form
Start by creating a form to collect user data such as names, emails, or any other information. In AskSpot, you can attach forms to chatbots to gather information. To create a form:
Navigate to the Forms section in the left-hand sidebar.
Click the plus sign to create a new form.
You can also refer to the help icon for a video tutorial on creating forms in AskSpot.
Step 2: Create a Webhook
Once your form is created, you’ll need to set up a webhook:
Go to the Webhooks section on the left-hand sidebar.
Click Create Webhook and give it a name.
Copy the webhook URL that is generated after setting up your automation platform.
Step 3: Configure Automation in Zapier
Zapier will be used to automate the transfer of data:
Create a new Zap in Zapier.
For the Trigger, choose Webhooks by Zapier and select the Catch Hook option.
Paste the webhook URL from AskSpot into Zapier.
Send a test form submission from AskSpot to Zapier to ensure the data is transferred successfully.
Step 4: Choose Data Destination
Once the webhook is triggered:
Select where you want to send the data. You can choose a CRM, email platform, Google Sheets, or any application connected to Zapier.
Set up how the data will appear in the destination. For example, in an email, you can include form fields like the user's name, email, and phone number.
Step 5: Sending Chat Logs
AskSpot can also send chat logs along with user info:
In the webhook settings, change the Event Type to Chat Logs.
You can combine both user info and chat logs to be sent through the webhook after the form is submitted.
Step 6: Handling Inactivity
Webhooks are triggered by inactivity in the chatbot:
After five minutes of inactivity, the data will be sent through the webhook.
Alternatively, users can trigger the webhook by clicking the Reset button in the chatbot.
Conclusion
By following these steps, you can automate data collection in AskSpot using webhooks and send it to the platform of your choice. If you're new to webhooks or automation platforms like Zapier, feel free to reach out to our support team for guidance. For those familiar with these tools, this process should be straightforward.
Happy automating!
