Zapier Integration

Create a new Zap

Log in to Zapier and click Create Zap.

Choose your trigger app and event

Select the app that generates leads (e.g., Typeform, Google Sheets, Meta Ads). Configure the trigger to watch for new entries.

Add an action: Webhooks by Zapier

Choose Webhooks by Zapier as the action app and POST as the event.

Configure the webhook

• URL: Paste your webhook URL
• Payload Type: JSON
• Headers: Add X-API-KEY with your API key
• Data: Map trigger fields to the JSON body. Include custom fields if your app supports them:

{
  "name": "{{name}}",
  "email": "{{email}}",
  "phone": "{{phone}}",
  "budget": "{{budget}}",
  "message": "{{message}}",
  "source": "zapier",
  "custom_fields": {
    "Your role": "{{role}}",
    "When do you want to start?": "{{start_time}}",
    "Are you decision maker?": "{{decision_maker}}",
    "Company size": "{{company_size}}",
    "Primary goal": "{{primary_goal}}"
  }
}

Use the field names from your trigger app. The source field helps you identify where the lead came from.

Test and publish

Run a test – Zapier will send a sample lead. Verify it appears in your CleverROI dashboard, then publish your Zap.