Zapier Integration

Connect MyClone to 5,000+ apps using Zapier. Every time a conversation ends with any of your personas, MyClone automatically sends a rich webhook payload — including the transcript, lead info, AI-generated summary, and follow-up recommendations — to Zapier. From there, you can route it to Google Sheets, Slack, HubSpot, email, or any app Zapier supports.

What You Get

When a conversation finishes, MyClone sends a webhook with:

Lead capture — Name, email, and phone number (if collected)
Full transcript — Every message exchanged
AI summary — Synopsis, key topics, sentiment analysis
Follow-up intelligence — Urgency level and recommended next steps
Conversation metadata — Type (voice/text), message count, persona info

Prerequisites

Before you begin, make sure you have:

✅ A MyClone Business Plan or higher (Zapier integration requires Business Plan+)
✅ A Zapier account (free tier works)
✅ At least one persona created in your MyClone dashboard
✅ Email capture enabled on the persona(s) you want to collect leads from

Important: If email capture is not enabled for a persona, the lead object in the webhook payload will have null values for name, email, and phone — even if the visitor mentions them during conversation. Make sure to enable email capture in your persona settings (Dashboard → Personas → [Your Persona] → Settings → Email Capture) before relying on lead data in your Zaps.

Setup Guide

The setup has three parts: create a webhook in Zapier, connect it in MyClone, then configure your automation.

Part 1: Create a Webhook in Zapier

Go to zapier.com and log in
Click “Create” → “New Zap”
For the Trigger, choose “Webhooks by Zapier”
Select “Catch Hook” as the trigger event
Zapier generates a unique webhook URL — it looks like:
```
https://hooks.zapier.com/hooks/catch/123456/abcdef/
```
Copy this URL — you’ll need it in the next step

Part 2: Connect in MyClone Dashboard

Go to your MyClone Dashboard → Integrations
Find the Zapier card and click “Configure”
In the dialog that opens, paste your Zapier webhook URL into the input field
Click “Connect”

You’ll see a green “Connected” badge and a confirmation that Zapier is receiving your conversations.

MyClone Integrations page showing the Connect Zapier dialog with a green Connected status badge and the webhook URL configured

What happens behind the scenes: MyClone registers your webhook URL via POST /account/webhook with the event conversation.finished. From now on, every completed conversation triggers a POST to your Zapier URL.

Part 3: Test and Build Your Zap

Go back to Zapier and click “Test trigger”
Have a quick conversation with any of your personas and end it
Zapier should pick up the webhook — you’ll see the full payload with persona info, transcript, summary, and lead data

Zapier Catch Hook trigger showing the received webhook payload with persona details, conversation data, lead information, and AI-generated summary

Add your Action step — choose what happens with the data (examples below)
Turn the Zap on

Once active, you’ll see successful runs in your Zap History:

Zapier Zap History page showing multiple successful webhook runs from MyClone conversations

Webhook Payload Reference

Every time a conversation ends, MyClone sends a POST request to your Zapier webhook URL with this JSON structure:

{
  "event": "conversation.finished",
  "timestamp": "2026-02-20T19:40:05+00:00",
  "persona": {
    "id": "7a1fb693-f517-4b8e-9650-e4eabdbced1a",
    "name": "Vaibhav Singh Bisht",
    "persona_name": "default"
  },
  "data": {
    "conversation_id": "5c683d8f-f594-4f19-b226-34ba78b9d7ab",
    "conversation_type": "voice",
    "message_count": 12,
    "lead": {
      "name": "Jim Parker",
      "email": "jimparker58@yahoo.com",
      "phone": "+1-555-0123"
    },
    "summary": {
      "synopsis": "Jim discussed transitioning from building engineering to app development.",
      "key_topics": ["entrepreneurship", "productivity apps"],
      "sentiment": "positive",
      "follow_up": {
        "urgency": "medium",
        "next_steps": ["Share app development resources"]
      }
    },
    "transcript": [
      { "role": "assistant", "content": "Hey! I'm Vaibhav. How can I help?" },
      { "role": "user", "content": "Hi, I wanted to ask about building an app." },
      { "role": "assistant", "content": "Sure! What kind of app are you thinking?" }
    ]
  }
}

Field Descriptions

Top-Level Fields

Field	Type	Description
`event`	string	Always `"conversation.finished"` — triggered when a conversation ends
`timestamp`	string	ISO 8601 timestamp of when the conversation ended
`persona`	object	Information about the persona that had the conversation

`persona` Object

Field	Type	Description
`persona.id`	string	Unique identifier (UUID) of the persona
`persona.name`	string	Display name of the persona owner
`persona.persona_name`	string	Slug name of the specific persona (e.g., `"default"`, `"sales"`, `"support"`)

`data` Object

Field	Type	Description
`data.conversation_id`	string	Unique identifier (UUID) for this conversation
`data.conversation_type`	string	`"voice"` or `"text"` — how the user interacted
`data.message_count`	number	Total number of messages exchanged

`data.lead` Object

Lead information captured during the conversation. Fields may be null if the visitor didn’t provide them.

Field	Type	Description
`lead.name`	string \| null	Visitor’s name
`lead.email`	string \| null	Visitor’s email address
`lead.phone`	string \| null	Visitor’s phone number

`data.summary` Object

AI-generated conversation summary.

Field	Type	Description
`summary.synopsis`	string	Brief summary of the conversation
`summary.key_topics`	string[]	Array of main topics discussed
`summary.sentiment`	string	Overall sentiment: `"positive"`, `"neutral"`, or `"negative"`
`summary.follow_up.urgency`	string	Follow-up urgency: `"low"`, `"medium"`, or `"high"`
`summary.follow_up.next_steps`	string[]	Recommended actions based on the conversation

`data.transcript` Array

The full conversation transcript as an array of message objects.

Field	Type	Description
`transcript[].role`	string	`"assistant"` (persona) or `"user"` (visitor)
`transcript[].content`	string	The message text

Use Case Examples

Here are popular ways to use the Zapier integration:

Send Leads to Google Sheets

Automatically log every conversation lead in a spreadsheet.

Zap setup:

Trigger: Webhooks by Zapier → Catch Hook
Action: Google Sheets → Create Spreadsheet Row
Map fields:
- Column A: data.lead.name
- Column B: data.lead.email
- Column C: data.lead.phone
- Column D: data.summary.synopsis
- Column E: data.summary.sentiment
- Column F: data.summary.follow_up.urgency
- Column G: timestamp

Post to Slack

Get notified in a Slack channel when conversations end.

Zap setup:

Trigger: Webhooks by Zapier → Catch Hook
Action: Slack → Send Channel Message

Message template:

New conversation with {{data.lead.name}} ({{data.lead.email}})
Persona: {{persona.name}}
Type: {{data.conversation_type}} | Messages: {{data.message_count}}
Summary: {{data.summary.synopsis}}
Sentiment: {{data.summary.sentiment}} | Urgency: {{data.summary.follow_up.urgency}}

Add to CRM (HubSpot, Salesforce, etc.)

Create or update contacts in your CRM with conversation data.

Zap setup:

Trigger: Webhooks by Zapier → Catch Hook
Action: HubSpot → Create/Update Contact
Map fields:
- Email: data.lead.email
- Name: data.lead.name
- Phone: data.lead.phone
- Notes: data.summary.synopsis

Send Follow-Up Emails

Automatically email leads after their conversation.

Zap setup:

Trigger: Webhooks by Zapier → Catch Hook
Filter: Only continue if data.lead.email exists
Action: Gmail/Outlook → Send Email
Personalize the email body using data.lead.name and data.summary.synopsis

Multi-Step Workflows

Combine multiple actions in a single Zap:

Step 1: Log lead to Google Sheets
Step 2: Send Slack notification if urgency is "high"
Step 3: Create HubSpot contact
Step 4: Send follow-up email if sentiment is "positive"

Managing Your Connection

Update Webhook URL

If you need to change the webhook URL:

Go to Dashboard → Integrations → Zapier
Paste the new URL
Click “Update”

Disconnect

To stop sending webhooks:

Go to Dashboard → Integrations → Zapier
Click the “Disconnect” button (red)
Webhooks will stop immediately

You can also turn off or delete the Zap in Zapier to stop processing — though MyClone will still send the webhooks unless you disconnect.

Troubleshooting

Zapier Not Receiving Data

Problem: You connected the webhook but Zapier’s test trigger shows nothing.

Solutions:

Make sure you’ve had a complete conversation after connecting (start and end a conversation with any persona)
Verify the webhook URL is correct — re-copy from Zapier and paste again
Check that your MyClone plan includes Zapier integration (Business Plan+)

Missing Lead Data

Problem: lead.name, lead.email, or lead.phone is null.

Solutions:

Enable email capture — This is the most common cause. Go to Dashboard → Personas → [Your Persona] → Settings → Email Capture and make sure it’s turned on. Without this, lead data won’t be collected regardless of what the visitor says.
Visitor didn’t provide info — Even with email capture enabled, fields are only populated if the visitor actually submits their details. If your persona doesn’t prompt for contact info, consider updating its prompt to ask.

Zap Failing

Problem: Zap runs show errors.

Solutions:

Check the error message in Zapier’s Zap History
Verify your action step (Google Sheets, Slack, etc.) is still connected
Make sure field mappings are correct — Zapier sometimes loses mappings after payload changes
Re-test the trigger to refresh the payload schema

Webhook URL Changed

Problem: You created a new Zap and the old webhook URL no longer works.

Solution: Each Zap has a unique webhook URL. If you create a new Zap, you must update the URL in MyClone Dashboard → Integrations → Zapier.

Common Questions

Which events trigger the webhook?

Currently, only conversation.finished is supported. The webhook fires when a conversation ends (visitor leaves or session times out).

Does it work with all personas?

Yes. Once connected, the webhook fires for conversations across all your personas. The persona field in the payload tells you which persona the conversation was with.

Is there a limit on webhooks?

There’s no limit from MyClone’s side. Zapier’s free tier allows 100 tasks/month — check your Zapier plan for limits.

Can I send to multiple Zapier URLs?

Currently, one webhook URL is supported per account. If you need to route to multiple destinations, use Zapier’s Paths or Filter steps to branch within a single Zap.

Is the data secure?

Yes. Webhooks are sent over HTTPS. The payload contains conversation data, so treat your Zapier webhook URL as sensitive — don’t share it publicly.

Next Steps

Embed Persona on Website — Add a chat widget to capture more leads
Managing Your Persona — Monitor conversations directly in the dashboard
Best Practices — Optimize your persona for better conversations

Need help? Check our FAQ or contact support.

Zapier Integration

What You Get

Prerequisites

Setup Guide

Part 1: Create a Webhook in Zapier

Part 2: Connect in MyClone Dashboard

Part 3: Test and Build Your Zap

Webhook Payload Reference

Field Descriptions

Top-Level Fields

persona Object

data Object

data.lead Object

data.summary Object

data.transcript Array

Use Case Examples

Send Leads to Google Sheets

Post to Slack

Add to CRM (HubSpot, Salesforce, etc.)

Send Follow-Up Emails

Multi-Step Workflows

Managing Your Connection

Update Webhook URL

Disconnect

Troubleshooting

Zapier Not Receiving Data

Missing Lead Data

Zap Failing

Webhook URL Changed

Common Questions

Which events trigger the webhook?

Does it work with all personas?

Is there a limit on webhooks?

Can I send to multiple Zapier URLs?

Is the data secure?

Next Steps

`persona` Object

`data` Object

`data.lead` Object

`data.summary` Object

`data.transcript` Array