> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetdarwin.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Zapier

> Send Darwin's leads, meetings and requests for a person to HubSpot, Salesforce, Slack and thousands of other apps with Zapier, without code.

<div className="darwin-location"><strong>Find it in Darwin</strong> Settings → API → API keys <a href="https://app.meetdarwin.ai/admin/settings/api">Open API settings ↗</a></div>

Darwin's Zapier app starts a Zap the moment something happens in your website chat: a visitor leaves their name and email, books a meeting, or asks for a person. Zapier then does the rest in the tools you already use, such as creating the contact in your CRM or posting to your team's channel.

<Note>
  Darwin is in private beta on Zapier. Use the link in step 1 to add it to your Zapier account. It then appears in the Zap editor like any other app.
</Note>

<Steps>
  <Step title="Add Darwin to your Zapier account">
    Sign in to Zapier, then open the [Darwin invite link](https://zapier.com/developer/public-invite/247643/2d2ef778acc4d6783ef82b3886f9b37e/) and accept the invite.
  </Step>

  <Step title="Create a key for Zapier in Darwin">
    In Darwin, open **Settings → API** and select **Create key**. Name it **Zapier**. Under **Access**, select **Choose** and tick:

    * `webhooks:write` so Zapier can start your Zaps the moment an event happens
    * `events:read` so Zapier can confirm each event with Darwin
    * `contacts:read` so names and emails reach the Zap
    * `conversations:read` and `meetings:read` for conversation and meeting details

    Add `contacts:write` if a Zap should create or update contacts in Darwin, and `knowledge:write` if it should add knowledge. Select **Create key** and copy it. Darwin shows the key once.
  </Step>

  <Step title="Connect Darwin in a Zap">
    In Zapier, create a Zap and search for **Darwin** as the trigger app. Choose an event, connect a new Darwin account, and paste the key. The connection is named after your workspace.
  </Step>

  <Step title="Test and publish">
    Select **Test trigger**. Zapier shows your three most recent matching events, or a sample if the workspace has none yet. Add your action, test it, and publish the Zap.

    Darwin now lists the Zap's subscription under **Settings → API → Webhooks**, named **Zapier:** followed by the trigger.
  </Step>
</Steps>

## Triggers

Each trigger is instant: Darwin sends the event to Zapier as it happens.

| Trigger | Starts the Zap when |
| - | - |
| **New Lead** | A visitor gives their name and email in the chat. |
| **Visitor Asked for a Person** | A visitor asks to talk to someone on your team. |
| **Meeting Booked** | A visitor books from the chat and the calendar confirms it. |
| **Meeting Rescheduled** | A meeting booked from the chat moves to a new time. |
| **Meeting Canceled** | A meeting booked from the chat is canceled. |
| **Conversation Completed** | A chat goes quiet and Darwin has graded it. |
| **New Conversation** | A visitor starts a chat on your website. |
| **New Contact** | A contact is added to Darwin, from the chat or the API. |
| **Opening Test Winner** | One of Darwin's opening tests finds a winning opening line. |

Lead, person-request and conversation triggers include the visitor's name, email, company and phone when given, the page they chatted on, their traffic source and UTM values, Darwin's grade (intent, buying stage, qualification score), the reason they asked for a person, and a **Darwin url** that opens the conversation in Darwin.

## Actions and searches

| Action | What it does |
| - | - |
| **Create or Update Contact** | Creates a Darwin contact, or updates the one with the same email. Set **External ID** to your CRM's record id to link the two. |
| **Add Knowledge Document** | Adds text or Markdown that the agent answers from. |
| **Add Website Pages** | Adds web pages for the agent to read and answer from. |
| **Erase Person** | Permanently erases a person and everything Darwin holds about them. Needs `privacy:write`. |
| **Find Contact by Email** | Finds a Darwin contact by email. |
| **Find Conversation** | Finds a conversation by its ID, with the transcript. |

## Popular Zaps

<CardGroup cols={2}>
  <Card title="HubSpot" href="/integrations/hubspot">New leads become HubSpot contacts with the conversation attached.</Card>
  <Card title="Salesforce" href="/integrations/salesforce">New leads become Salesforce leads, owned by the right rep.</Card>
  <Card title="Pipedrive" href="/integrations/pipedrive">New leads become a person and a deal in your pipeline.</Card>
  <Card title="Slack" href="/integrations/slack">Post to a channel when a lead arrives or a visitor asks for a person.</Card>
  <Card title="Microsoft Teams" href="/integrations/microsoft-teams">The same alerts, in a Teams channel.</Card>
  <Card title="Mailchimp" href="/integrations/mailchimp">Add new leads to an audience with a tag.</Card>
  <Card title="ActiveCampaign" href="/integrations/activecampaign">Add new leads to a list or an automation.</Card>
  <Card title="Klaviyo" href="/integrations/klaviyo">Add new leads to a list as profiles.</Card>
</CardGroup>

## Test safely

Conversations you have in the **Agent Studio** preview never start a Zap, so testing your agent won't fill your CRM. To check a Zap end to end, chat on your live website and give a real name and an email address you own, or use the samples from **Test trigger** while you build.

<AccordionGroup>
  <Accordion title="I can't find Darwin in the Zap editor">
    Open the invite link in step 1 while signed in to the Zapier account you build Zaps in, and accept the invite. Then search for Darwin again.
  </Accordion>

  <Accordion title="Zapier says the key needs a scope">
    Darwin names the missing scope, for example `webhooks:write`. Create a new key with that scope ticked, then reconnect Darwin in Zapier under **Apps → Darwin**.
  </Accordion>

  <Accordion title="The Zap is on but nothing happens">
    Check **Settings → API → Webhooks** in Darwin. The Zap's subscription should be listed and on. **Deliveries** shows each event Darwin sent and Zapier's response. If the subscription is missing, turn the Zap off and on again.
  </Accordion>

  <Accordion title="I revoked the key">
    Every Zap using it stops, and Zapier asks you to reconnect. Create a new key and update the connection under **Apps → Darwin** in Zapier.
  </Accordion>
</AccordionGroup>

[Webhooks and the API →](/api-reference/introduction) · [Send handoffs to Slack with code →](/api-reference/recipes)


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