Integration using Zapier

Another way to integrate your CRM (or other business apps) with RAIA is using Zapier as an integration hub. You can use the following Webhook URL to deliver leads from Hubspot.

WEBHOOK: https://raiabot.com/api/webhook.cfm

Use this webhook for sending data (contacts, etc) to RAIA from your CRM

Our Webhook accepts the same fields as our API. You would be passing these variables from your CRM to ZAPIER and from ZAPIER to the webhook https://raiabot.com/api/webhook.cfm. (see below a walk thru setup with Zapier)

APIKEY (required)
Each Agent has a unique APIKey.

FNAME (required)
First Name of Contact

LNAME (required)
Last Name of Contact

CHANNEL (defaults to SMS)
Must be SMS or EMAIL (the method of communication Agent will use)

PHONE (required for Channel SMS)
Phone of Contact

EMAIL (required for Channel EMAIL)
Email of Contact

SOURCE
Source of Contact

CONTEXT
Context of your relationship with this contact

INTRO
The first message Agent will send to contact

FKID
Your custom identifier (ID) for this contact

FKUSERID
Your custom identifier (ID) for the contact owner (e.g. Sales Rep)

Step by Step Guide for Zapier Integration

Video:

Screenshot Walkthrough:

In this step by step we use the example of Hubspot - but any other CRM should work the same way.

Step 1: Login to Zapier and create a ZAP. Select your CRM as the Trigger

Step 2: Connect to your CRM to allow Zapier to access.

Step 3: Retrieve data from your CRM to test..

Step 4: Select Webhooks by Zapier as the action in the Zap

Step 5: Select POST as the event.

Step 6: Add the RAIA Webhook to receive the data ( https://raiabot.com/api/webhook.cfm )

Step 7: Under the Data section you can add any field we support in our API (FNAME, LNAME, EMAIL, PHONE, etc) . Make sure you include the APIKey (like below).

Step 8: Test the Step - and you should get a SUCCESS response.