How to connect Zapier to 7en Platform

7en.ai empowers you to supercharge your AI agents by integrating with Zapier, a powerful automation platform that connects your 7en.ai agents with over 7,000 apps, such as Google Sheets, Salesforce, and Slack. This guide walks you through setting up a Zapier workflow to automate tasks, like capturing leads from your 7en.ai agent and syncing them to Google Sheets.

Zapier allows your 7en.ai agents to interact seamlessly with your existing tools, automating repetitive tasks and boosting efficiency. Common use cases include:

• Lead Management: Automatically save leads captured by your AI agent to CRMs or spreadsheets.
• Ticket Creation: Route customer queries to ticketing systems like Zendesk.
• Notifications: Send real-time updates to Slack or email based on agent interactions.

This integration transforms your AI agent into a central hub for automated workflows across your tech stack.

Follow these steps to integrate 7en.ai with Zapier and create a workflow to sync leads to Google Sheets.

Step 1: Access Zapier Integration

1. Log in to your 7en.ai account and navigate to the Integrations page for your desired AI agent.
2. Under Your Workflows, click Login to connect your Zapier account.

Step 2: Select a Workflow Template

1. After logging in, locate the Popular Workflows section.
2. Click on the 7en.ai + Google Sheets workflow template to start building your automation.

Step 3: Configure the Trigger

1. In the Zapier editor, under App & Event, select the 7en.ai event that will trigger the workflow (e.g., new lead captured by your agent).
2. Click Continue.

Step 4: Connect 7en.ai Account

1. In the Account section, click Sign in.
2. Retrieve your 7en.ai API key:
   • Go to My Account in the 7en.ai dashboard.
   • Scroll to Your 7en.ai API Keys and click +New API Key.
   • Name the key (e.g., "Zapier Integration") and click Create API Key.
   • Copy the generated API key.
3. Paste the API key into the Zapier window and click Yes, Continue to 7en.ai.
4. Click Continue to proceed.

Step 5: Select Your Agent

1. In the Trigger section, choose your AI agent from the dropdown menu.
2. Click Continue.

Step 6: Test the Trigger

1. Click Test trigger to ensure Zapier can pull data from your 7en.ai agent.
2. Select a sample record and click Continue with selected record.

Step 7: Configure the Action

1. Under App & Event, select Google Sheets and choose an action (e.g., "Create Spreadsheet Row").
2. Click Continue.
3. In the Account section, sign in with your Google account.
4. In the Action section, select your target spreadsheet and worksheet from the dropdowns.
5. Map fields from your 7en.ai agent (e.g., Name, Email) to the spreadsheet headers.
6. Click Continue.

Step 8: Test and Publish

1. In the Test section, click Test step to verify the action works or choose Skip Test.
2. Name your workflow (e.g., "7en.ai Lead to Google Sheets").
3. Click Publish to activate the workflow.

• Enable Lead Capture: Ensure your 7en.ai agent is configured to collect leads (Settings > Leads) to populate fields like Name and Email.
• Pre-Create Spreadsheets: Set up your Google Sheet with headers matching your lead fields before configuring the action.
• Monitor Workflows: Check Zapier’s task history to troubleshoot any issues.
• Expand Use Cases: Explore other integrations, like syncing tickets to Zendesk or notifications to Slack.

If you encounter issues or want to explore more advanced workflows:

• Documentation: Visit /docs/integrations for detailed guides.
• Support: Submit a ticket via the 7en.ai dashboard.
• Community: Join the 7en.ai Discord for peer support.
• Tutorials: Watch Zapier integration videos on the 7en.ai learning hub.

Next Steps

1. Explore more integrations →
2. Manage your agent’s leads →
3. Check workflow performance →