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Zapier Integration

Connect SNG Lead Recovery to Zapier and send abandoned leads to thousands of apps — Google Sheets, Mailchimp, HubSpot, Slack, Gmail, and more — without any code.

Available from version 1.1.0

Integrations are available in SNG Lead Recovery 1.1.0 and newer.

Before You Start

  • SNG Lead Recovery 1.1.0 or newer, set up as described in Initial Setup
  • A Zapier account on a plan that includes Webhooks by Zapier

Step 1: Create a Zap with a Webhook Trigger

  1. In Zapier, click Create → Zaps.
  2. For the trigger, choose Webhooks by Zapier.
  3. Select the trigger event Catch Hook and continue.
  4. Copy the webhook URL Zapier shows.

Step 2: Connect SNG Lead Recovery

  1. In WordPress, go to SNG Lead Recovery → Settings → Recovery Delivery & Integrations.
  2. Under Who sends recovery messages?, choose External system via webhook.
  3. Paste the Zapier URL into Webhook URL.
  4. Keep both Send Events turned on.
  5. Click Save & Send Test.

Back in Zapier, click Test trigger. Zapier shows the sample lead (Jane Doe) with every field: first_name, email, phone, resume_link, step, progress, event, and more.

Step 3: Filter by Event

The same webhook receives "abandoned" and "completed/recovered" events. Add a Filter by Zapier step so this Zap only continues for abandoned leads:

Field Condition Value
Event (Text) Exactly matches lead.abandoned

Tip

The sample from Save & Send Test has the event test, so the filter stops it — that's expected. Your real abandoned leads will pass.

Step 4: Add Your Actions

Add one or more actions after the filter. Popular examples:

App Action Map
Google Sheets Create Spreadsheet Row Name, email, phone, step, progress, resume link, abandoned date
Mailchimp Add/Update Subscriber + Add Tag Email, first/last name; tag abandoned-quote to start a Customer Journey
HubSpot Create or Update Contact Email, name, phone; resume link into a custom property
Slack Send Channel Message "New abandoned quote: {name} — {resume_link}" so your team can call them
Gmail Send Email A personal follow-up to email that includes resume_link

Turn the Zap on when you're done.

SNG Lead Recovery sends all events to one URL, so a single Zap receives both "abandoned" and "finished" leads. To handle both, replace the Filter from Step 3 with Paths by Zapier:

Path Rule Action example
Abandoned Event exactly matches lead.abandoned Start follow-up (actions from Step 4)
Finished Event exactly matches lead.completed or lead.recovered Remove the Mailchimp tag, update the Google Sheets row, or move the HubSpot contact to a customer stage

If Paths isn't included in your Zapier plan, keep the Filter from Step 3 (abandoned only) and turn off Lead completed / recovered under Send Events in WordPress — or use Make or n8n, which support branching with routers and switches.

The phone field is only filled when the visitor gave marketing consent, and sms_consent is true/false. If your Zap sends text messages, add a filter on Sms Consent is true.

Troubleshooting

Problem What to check
Test fails in WordPress The URL must start with https:// and be the exact Catch Hook URL.
Zapier doesn't show fields Click Save & Send Test in WordPress first, then Test trigger in Zapier.
Real leads don't arrive Make sure the Zap is turned on, and the lead has an email or consented phone. Check the lead's timeline for Sent to Webhook.
Zap stops at the filter Real abandoned leads have event = lead.abandoned; the test sample has test.