Send Leads to Salesforce

Turn every lead your chatbot captures into a Salesforce Lead, using a webhook and a no-code automation tool in between.

In short: On Pro and Max, create a Lead Captured webhook subscription in your chatbot's Integrations tab that points at a Make scenario (or a Zap). The scenario creates the Salesforce Lead, filling the required Last Name and Company fields. Each new lead then reaches Salesforce within seconds.

When a visitor fills in your chatbot's lead form, Hyperleap AI can send the details to a URL within seconds. Salesforce can't take that request directly: its Web-to-Lead endpoint expects an HTML form post, not JSON. So a no-code tool sits in between, receives the lead, and creates the Lead in Salesforce. This guide uses Make, and covers Zapier as an alternative.

Setup takes about 20 minutes and needs no code.

Before You Start

  • Hyperleap AI Pro or Max — Webhooks are on Pro and Max. See Webhooks for the full feature.
  • A website chatbot with the lead form switched on — Ask for a name and an email, and make both required. The Lead Captured event fires when a visitor submits the lead form in the website widget; without a lead form, visitors chat anonymously and there's nothing to send.
  • A Salesforce edition with API access — Make and Zapier connect through the Salesforce API. Enterprise, Unlimited, and Developer editions include it; on Professional it's an add-on. Ask your Salesforce admin if you're not sure.
  • A Make account (or a paid Zapier plan), and a Salesforce user who can create Leads.

Setup with Make

1. Create the webhook in Make

1

Start a scenario

In Make, create a new scenario. Name it something like "Hyperleap leads to Salesforce".
2

Add a Custom webhook

Add the Webhooks app and choose Custom webhook. Click Add, name the webhook, and save.
3

Copy the address

Copy the webhook address. Make now waits for a first request so it can learn the shape of the data.
Note:
Anyone who has this address can send data into your scenario. Paste it only into Hyperleap AI.

2. Point your chatbot at Make

1

Open Webhooks & Zapier

In Hyperleap AI Studio, open your chatbot, select the Integrations tab, and choose "Webhooks & Zapier".
2

Create a Lead Captured subscription

Under Subscriptions, paste the Make address into "Public HTTPS destination", set Event to Lead Captured, and click "Create subscription". It takes effect straight away.
3

Note the signing secret

Hyperleap AI shows the subscription's signing secret once. You don't need it for this setup; click "I have saved the secret".

3. Send a test lead

Open your chatbot where visitors see it (your website, or its public shareable URL) and fill in the lead form with test details. Make should show "Successfully determined" on the webhook. In Hyperleap AI, "Delivery history" should list a lead.captured delivery with a 2xx response.

4. Create the Salesforce Lead

1

Connect Salesforce

After the webhook, add the Salesforce app and connect your Salesforce account when Make asks. Use your organization's My Domain login. If the connection is refused, your Salesforce admin may need to allow Make to connect.
2

Avoid duplicate Leads (recommended)

Add Search records to look for a Lead with the visitor's email, followed by a router or filter that only continues when nothing was found. Without it, a returning visitor creates a second Lead.
3

Create the Lead

Add Create a record, choose the Lead object, and map the fields below.
From Hyperleap AISalesforce Lead fieldNotes
data.nameLast Name (required)The full name the visitor typed. Salesforce requires Last Name, and the lead form has one name field, so the whole name goes here.
A fixed value, or a custom answerCompany (required)Salesforce requires Company and the chatbot doesn’t send one. Type a fixed value such as "Website chatbot", or map a custom lead-form question that asks for the company.
data.emailEmailAn empty string if the visitor didn’t give one. Used to avoid duplicate Leads.
data.phonePhoneIncludes the country code, for example +15551234567. Map it only if your lead form makes phone required: a blank phone arrives as "+".
A fixed valueLead SourceFor example "Chatbot", so your team can report on chatbot leads.
data.customFields.<field id>A custom Lead fieldOne value per custom lead-form question, keyed by the field id set in the lead form.
data.attribution.utmSource, utmCampaign, gclidCustom Lead fields (optional)Where the visitor came from, when the website widget captured it.
Tip:
Your org may require other Lead fields, or have validation rules on them. If the Create step fails, the error in Make's scenario history names the field Salesforce wants.

5. Turn the scenario on

Save the scenario, set it to run immediately as data arrives, and switch it on. Submit the lead form once more with a new test email and check the Lead appears in Salesforce. Delete the test Leads when you're done.

Make counts each module run as an operation, so every lead uses a few operations from your Make plan. Check Make's pricing for your allowance.

Using Zapier Instead

Zapier works the same way. Webhooks are included on Zapier's paid plans, not on Free.

1

Catch the webhook

Create a Zap with Webhooks by Zapier → Catch Hook as the trigger and copy its URL.
2

Create the subscription and test

Create the Lead Captured subscription in Hyperleap AI with that URL, as in step 2, then send a test lead and let Zapier find it.
3

Add the Salesforce action

Add Salesforce → Find or Create Record, search Leads by Email, and map the fields from the table above for the create. Publish the Zap.

What Gets Sent

Example lead.captured request
{
  "eventType": "lead.captured",
  "chatbotId": "a1b2c3d4-...",
  "chatbotName": "Website Assistant",
  "timestamp": "2026-11-15T10:30:00Z",
  "deliveryId": "d9e0f1a2-...",
  "data": {
    "name": "Jane Smith",
    "email": "jane@example.com",
    "phone": "+15551234567",
    "customFields": { "company": "Acme Inc" },
    "attribution": { "utmSource": "google", "gclid": "..." }
  }
}

The full payload reference is in Webhooks.

Troubleshooting

  • No delivery appears in Delivery history — The lead form wasn't submitted, or the subscription is for a different chatbot or event.
  • Deliveries fail with a 4xx code — The address is wrong, or the Make webhook was deleted or left unused for days. Copy the address again and recreate the subscription.
  • Make received the lead but no Lead was created — Open the scenario history. The usual causes are a missing Last Name or Company, a required field your org added, or a duplicate rule blocking the Lead.
  • The whole name is in Last Name — Expected. The lead form asks for one name, and Salesforce requires Last Name.

Next Steps

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