Zapier Integration Guide

Overview

Connect every lead captured by your Next Day Sales Reps — Answer Engine, FAQ, lead form, and booking — to over 5,000 apps using Zapier. When a visitor submits a lead on any of your sites, the data is automatically sent to your Zapier webhook — no code required.

Note: The Zapier integration is available on all plans.

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What You'll Need

• A Zapier account (free tier works for testing)
• A Next Day Sales account (any plan)
• About 5 minutes to set up

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Step-by-Step Setup

1. Create a New Zap

1. Log in to your Zapier dashboard.
2. Click the "Create" button in the top-left, then select "Zaps" (learn more about creating Zaps).

2. Set Up the Webhook Trigger

1. In the Trigger step, search for and select "Webhooks by Zapier" (Webhooks by Zapier documentation).
2. For the trigger event, choose "Catch Hook" — this listens for incoming data from external apps.
3. You can leave the "Pick off a Child Key" field blank and click Continue.
4. Zapier will generate a unique webhook URL that looks like: https://hooks.zapier.com/hooks/catch/123456/abcdef/
5. Copy this URL — you'll paste it into Next Day Sales in the next step.

💡 Important: Make sure you select "Catch Hook", not "Catch Raw Hook". The standard Catch Hook automatically parses the JSON data so you can easily map fields in later steps.

3. Paste the Webhook URL in Next Day Sales

1. In your Next Day Sales dashboard, open the site you want to connect, then go to Integrations.
2. Paste the webhook URL into the Webhook URL field.
3. Click Save Webhook.

4. Send a Test Event

1. Click the "Send Test" button. This sends a sample lead payload to your Zap.
2. Return to Zapier and click "Test trigger" in your Zap editor.
3. You should see the test data appear with fields like lead__name, lead__email, site__name, source__widget, etc.
4. Click Continue once the test is successful.

If the test doesn't appear immediately, click "Skip test" in Zapier, then send the test again from Next Day Sales and re-test in Zapier.

5. Add Your Action

Now choose what happens when a lead comes in. Click the Action step and pick any of Zapier's 5,000+ apps. Popular choices include:

• Google Sheets — Add a row to a spreadsheet for each new lead
• HubSpot — Create a contact in your CRM automatically
• Salesforce — Create a lead record
• Slack — Send a message to a channel when a new lead arrives
• Gmail / Outlook — Send a follow-up email to the prospect
• Mailchimp — Add a subscriber to a mailing list

Map the fields from the test data (e.g., lead__name → Contact Name, lead__email → Email) to your action app's fields.

6. Turn On Your Zap

1. Test your complete Zap using Zapier's "Test" button on the action step.
2. Once confirmed, click "Publish" to activate your Zap.
3. Your Zap is now live! Every lead submission on this site will flow through automatically.

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What Data Is Sent?

Each time a visitor submits a lead through any Rep on a connected site, the following JSON payload is sent to your webhook:

Field	Description
lead.name	The visitor's full name
lead.email	Their email address
lead.phone	Phone number (if provided)
lead.message	The message they typed (or the query that triggered capture)
lead.score	0–100 lead score
site.name	The connected site
site.url	URL of the page where the lead was captured
source.widget	Which Rep produced the lead (answer_engine, faq, lead_form, booking)
source.query	The search query, when capture happened in the Answer Engine
timestamp	ISO 8601 timestamp of submission

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Popular Use Cases

Use Case	Zapier Action App
Log leads in a spreadsheet	Google Sheets
Add to CRM	HubSpot, Salesforce
Get notified instantly	Slack, Email
Auto-reply to leads	Gmail, Outlook
Create a task	Asana, Trello

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Related Articles

• Set Up Email Notifications with Zapier
• Set Up Slack Notifications with Zapier

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Troubleshooting

Webhook not receiving data?

• Double-check the URL is saved correctly under the site's Integrations tab.
• Make sure your Zap is Published (turned on) in Zapier.
• Try clicking "Send Test" again to verify the connection.

Fields not mapping correctly?

• Ensure you used "Catch Hook" (not "Catch Raw Hook") as the trigger event.
• In your action step, click "Refresh fields" to pull the latest test data.

Need more help?

• Zapier Help Center
• Zapier Community Forum