Connecting a CRM

OyeChats sends signed webhooks. Zapier, Make, n8n and every other automation platform can catch a webhook and write to a CRM. That composition covers HubSpot, Salesforce, Pipedrive, Zoho and anything else with an automation connector, and your own backend, if you would rather skip the middle layer.

1. 1

   Create a Zap

   Trigger: Webhooks by Zapier → Catch Hook.

2. 2

   Copy the Zapier webhook URL

   Zapier shows it once the trigger is created.

3. 3

   Register it in OyeChats

   Workspace → Integrations → Webhook endpoints. Subscribe it to tier_transition, and to lead_captured if you want every contact rather than only qualified ones.

4. 4

   Add the action

   HubSpot → Create or update contact.

5. 5

   Map the fields

   Email from data.contact.email on lead_captured; tier and score from data.new_tier and data.score on tier_transition.

6. 6

   Send a test and turn it on

   Use the Test button in OyeChats and confirm the record lands.

1. 1

   Create a scenario

   Trigger: Webhooks → Custom webhook.

2. 2

   Copy the Make webhook URL

   And register it in OyeChats against your chosen events.

3. 3

   Add the Salesforce module

   Create a record → Lead.

4. 4

   Map the payload

   Email, name, company from the payload, plus score and tier into custom fields.

Only route qualified leads

Subscribe to tier_transition and filter on new_tier == "sql" in your automation. Your sales team gets the leads worth calling and nothing else.

Two events, one record

lead_captured creates or updates the contact; tier_transition enriches it with the score. Key both on session_id.

Backfill the rest with the API

When you need the transcript or the dimension breakdown, call GET /leads/{session_id} from your automation using the session_id in the payload.

Alert instead of writing

The same webhook can post to Slack or Teams. The fastest useful integration for a small team is often a channel message, not a CRM record.