What is the Zapier Integration?
This webhook-supported Zapier integration allows you to use your Zapier account to create automated workflows, connecting your Sailebot and its data to your existing systems or tools. Zapier solves the problem for customers who want to integrate their AiQLs internally but do not utilize HubSpot or Salesforce.
How to enable Zapier Integration
1. Click on 'Integrations' in your Starboard menu.
2. Find Zapier and click 'Connect.'
3. Provide the Webhook URL and Webhook Key from Zapier to update and activate your workflow within Starboard.
💡Tip: If you are a new or novice Zapier user, please refer to the steps below to properly configure the integration.
Step 1: Navigate to Zapier
Create a new Zap
Click “Trigger” and choose “Webhooks”
Use “Catch Hook” as the trigger event.
Skip “Configure” for now and go to “Test”, then copy the webhook URL for the next steps.
In Starboard, under integrations, enable the “Zapier” integration (this is also used for any non-Zapier webhook target).
Paste the webhook URL in the appropriate field.
Optionally add a webhook key.
The webhook key can be used as an identifier and for cryptographic security. You can assign a unique key to each of your organization's sales associates to identify the source of each webhook request. The webhook data is also cryptographically signed using this key, allowing it to verify the authenticity of incoming webhook requests.
Save your integration.
2. Send a test AiQL to your webhook
In Starboard, navigate to 'Campaigns'.
Open a specific campaign and navigate to 'AiQL'.
Choose an AiQL and click send the AiQL to your webhook by choosing “more actions”, then “Add to CRM”.
💡By clicking Add to CRM, this will automatically push the AIQL to where you have your webhook pointing to.
3. Configure the Zapier Webhook
Return to Zapier and click “test” or “find new records” until your test AiQL arrives to your webhook. You will see it show up as “request A” or similar.
Click “Continue with selected Record” and then choose your next action or integration target.
When configuring the action, choose appropriate fields from your test AiQL as required by your integration target. Test as desired.
Click “Publish” and watch it go live!
Sample AiQL structure
{
"timestamp": "2024-12-14T14:16:17.817Z",
"event": "signal.received",
"source": "sailes",
"webhookUrl": "https://n8n.haystack.works/webhook/sailes-webho
"webhookKey": "bablin-1234",
"data":
{
"campaign_id": 219664,
"id": 87207614,
"label": "actionable_opportunity",
"created_at": "2024-03-28T18:21:26.175834+00:00",
"sender": "MJohnson@belletire.com",
"to": "barbara.babian@sailebotai.com",
"subject": "Al",
"body": "Hey I'm down Get Outlook for iOS Disclaimer The inf
"cc": "",
"message_uuid": "AABuL089bS1lYmE3ZjI2NGFlMzQ0OGYyYTQ4MWZjYzc
"has_attachments": false,
"referral_logs":
[],
"contact":
{
"id": 29096647,
"firstname": "Micah",
"lastname": "Jordan",
"phone": "+15552719400",
"email": "mjordan@belletires.com",
"linkedin": "http://www.linkedin.com/in/micah-jordan-21140
"title": "Assistant Sales Manager",
"city": "Indianapolis",
"country": "United States",
"state": "Indiana",
"unsubscribed": false,
"is_undeliverable": false,
"is_delisted": false,
"account":
{
"id": "8f264d7d-8975-4368-931b-02f619f75820",
"name": "belle tires",
"display_name": "Belle Tires",
"website": "https://belletires.com",
"email_domain": "belletires.com",
"logo": null,
"address": null,
"country": "united states",
"locality": "allen park",
"region": "michigan",
"description": "belle tires was established over 100 yea
"revenue":
{
"value": "$250M-$500M"
},
{
"employees":
"value": "1001-5000"
},
{
"industry":
"name": "Automotive"
}
}
},
{
"conversation":
"id": "478a1b11-22b0-476f-9758-7a50a5bdc343",
"next_date": null,
"ended_at": "2024-03-28T18:22:14.009116+00:00",
"is_completed": true,
"events":
[
{
"id": 87204664,
"sender": "Barbara Bablin <barbara.bablin@sailebotai.c
"to": "mjordan@belletires.com",
"subject": "Micah revenue or sales contact",
"body": "Hi Micah, companies like Belle Tire need more
"cc": "",
"message_uuid": null,
"has_attachments": false,
"referral_logs":
[]
},
{
"id": 86495046,
"sender": "Barbara Bablin <barbara.bablin@mysailebot.c
"to": "mjordan@belletires.com",
"subject": "sales/searching - Belle Tire",
"body": "Hi Micah, Imagine if your team could spend th
"cc": "",
"message_uuid": null,
"has_attachments": false,
"referral_logs":
[]
},
{
"id": 87207753,
"sender": "Barbara Bablin <barbara.bablin@saile-email
"subject": "Sailebot Signal // Belle Tire + Sailes",
"body": "TEMPLATE HOSTED IN SENDGRID, MERGE FIELDS PAS
"cc": "kimk@saile.ai",
"message_uuid": null,
"has_attachments": false,
"referral_logs":
[]
},
{
"id": 87207614,
"sender": "mjordan@belletires.com",
"to": "barbara.bablin@sailebotai.com",
"subject": "Al",
"body": "Hey I'm down Get Outlook for iOS Disclaimer T
"cc": "",
"message_uuid": "AABuL089bS1lYmE3ZjI2NGFlMzQ0OGYyYTQ4M
"has_attachments": false,
"referral_logs":
[]
}
]
}
}
}
Other resources
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