Step 1: Create a Form
First, create a form to collect data such as names, email addresses, or specific questions. Navigate to the forms section in your AskSpot dashboard. If you don’t have any forms, click the plus sign to create one. Here’s an example for a real estate brokerage collecting leads, including full name, email, mobile phone number, and whether the person is interested in buying or selling a home.
Step 2: Set Up Webhooks
After creating your form, go to the webhooks section in the left-hand sidebar. Create a webhook integration and give it a name. Now, head over to your automation platform, like Zapier, to set up the webhook.
Step 3: Configure Zapier
In Zapier, create a new Zap (automation). Start by choosing a trigger, which in this case is “webhooks by Zapier.” Select the “Catch Hook” option and hit continue. Zapier will generate a webhook URL, which you need to copy.
Step 4: Integrate Webhook with AskSpot
Go back to AskSpot, paste the webhook URL in the webhook settings, and select the event type, such as user info. Choose the form you created earlier and send sample data to Zapier by clicking “Send Sample User Info Data.”
Step 5: Set Up Actions in Zapier
In Zapier, test the trigger to pull in the sample data. Now, add an action step to determine where to send this data. For example, you can send the data via email, to a CRM, or a Google Sheet. In the email action setup, map the form fields to the email content.
Step 6: Test and Publish
Test the setup to ensure everything works correctly. Once confirmed, publish the Zap. Now, every time someone fills out the form, the data will be automatically sent to the designated destination.
Step 7: Send Chat Log Data
To send chat log information, switch the event type to “chat” in AskSpot’s webhook settings. Select the relevant chatbot and re-send the sample data to Zapier. In Zapier, map the chat log data to your desired output (e.g., email body).
Step 8: Automation Based on Inactivity
AskSpot triggers the webhook after a period of inactivity (5 minutes by default) or when the reset button is clicked. This ensures that the conversation is complete before sending data.
Conclusion
This setup allows you to automate data collection from AskSpot using webhooks and any compatible automation platform. If you have any questions or need assistance, don’t hesitate to reach out to our support desk. We’re happy to help!
Enjoy automating your data collection with AskSpot!
