Zapier for Agency Sales Teams: Route Leads From the Answer Engine

Zapier for Agency Sales Teams

If you run client sites on Next Day Sales, every lead the Answer Engine captures lands in your Leads inbox. But your CRM, sales channel, or ops dashboard probably lives elsewhere. Zapier is the bridge.

The webhook payload

Each captured lead fires a webhook with:

• lead__name, lead__email, lead__phone
• lead__score and lead__status
• site__name, site__url
• question — what the visitor asked the widget
• source_page and UTM parameters
• captured_at

Three Zaps to set up first

1. New lead → CRM contact

Trigger: Webhooks by Zapier — Catch Hook. Action: create or update a contact in HubSpot / Salesforce / Pipedrive with site__name as the source. Add the question as a note.

2. Hot lead → Slack DM

Filter the webhook on lead__score = "hot", then post to a #hot-leads Slack channel with name, email, and the question. Most sales reps reply within minutes when it shows up there instead of an inbox.

3. New lead → Google Sheet

For reporting, append every lead to a sheet with site, score, captured_at. Easiest weekly review you'll ever build.

Setup

In Next Day Sales, open Settings → Integrations → Zapier and copy the webhook URL. Paste it into the Zapier "Catch Hook" trigger and run a test capture from your widget to populate fields.

That's it. Five minutes, one Zap, and your Answer Engine leads flow wherever you already work.