Integrations

Integrations connect your chatbot to external tools and services, letting it perform actions in your systems automatically. Instead of just chatting, your bot can book meetings, send notifications, create contacts, and more—all without you lifting a finger.

What integrations do

Think of integrations as bridges between your chatbot and the tools you already use. Once connected, your chatbot can:

• Book meetings - Connect Calendly to let visitors schedule calls directly through chat
• Send notifications - Connect Slack to get alerts when important events happen (coming soon)
• Manage contacts - Connect HubSpot or other CRMs to automatically create and update leads (coming soon)
• Trigger workflows - Connect Zapier to automate complex multi-step processes (coming soon)

The key thing: integrations enable actions. Your chatbot can't book a Calendly meeting unless you've connected your Calendly account first. Same goes for everything else.

How to connect an integration

Connecting an integration is straightforward:

1. Go to your chatbot's Settings → Integrations
2. Find the integration you want to connect
3. Click "Connect"
4. You'll be redirected to authorize the connection (OAuth flow)
5. Once authorized, you'll be redirected back and the integration will show as "Connected"

That's it. The integration is now active and ready to use with actions.

Available integrations

Calendly

Connect your Calendly calendar to enable booking actions. Once connected, you can create Calendly Book Meeting actions that let visitors check your availability and book meetings directly in the chat.

To connect:

1. Go to Settings → Integrations
2. Find the Calendly card
3. Click "Connect"
4. Authorize LeadJot to access your Calendly account
5. You'll be redirected back and see "Connected" status

What you can do after connecting:

• Create Calendly Book Meeting actions
• Select which event types visitors can book
• Let your chatbot check availability and book meetings automatically

See the Calendly action guide for details on setting up booking actions.

Coming soon

We're actively working on adding more integrations. Here's what's coming:

• Messenger - Connect your chatbot to Facebook Messenger
• WhatsApp - Send and receive messages through WhatsApp
• Instagram - Integrate with Instagram messaging
• Google Calendar - Book meetings directly in Google Calendar
• HubSpot - Create and update contacts, companies, and deals
• Zapier - Connect to thousands of apps through Zapier
• Slack - Send notifications to Slack channels

Want to see another integration? Submit a request and we'll consider it.

Using integrations with actions

Integrations don't do anything on their own—they enable actions. Here's how it works:

1. Connect the integration (Settings → Integrations)
2. Create an action that uses that integration (Settings → Actions)
3. Configure the action with your specific settings (event types, URLs, etc.)
4. Test it in the Playground

For example, to let people book Calendly meetings:

1. Connect Calendly in Settings → Integrations
2. Go to Settings → Actions and create a new Calendly Book Meeting action
3. Select your event type and configure when your bot should offer booking
4. Test it in the Playground

The integration provides the connection; the action provides the behavior. You need both.

Managing integrations

View connected integrations:

Go to Settings → Integrations to see all available integrations and their connection status. Connected integrations show a green indicator.

Disconnect an integration:

Currently, integrations can be connected but not disconnected through the UI. If you need to disconnect an integration, contact support or check back later as we add this feature.

Troubleshooting:

• Integration shows as connected but actions don't work - Make sure you've created an action that uses the integration. The integration alone doesn't do anything.
• Can't connect - Make sure you're authorizing the connection when redirected. If the redirect fails, try again or check your browser's popup blocker.
• Action can't find event types - For Calendly, make sure your event types are active and public in your Calendly account.

Best practices

Connect only what you need - Don't connect integrations you're not using. Keep things simple.

Test before going live - Always test integrations and actions in the Playground before deploying to your website. Make sure everything works as expected.

Keep permissions minimal - When authorizing integrations, only grant the permissions LeadJot needs. We only request what's necessary for the features to work.

Update regularly - As we add new integration features, make sure your connections are up to date. You might need to reconnect if we add new permission scopes.

What's next?

Now that you've connected Calendly, you can:

• Create Calendly booking actions - Set up meeting booking through your chatbot
• Learn about all actions - See what else your chatbot can do
• Test in Playground - Make sure everything works before going live

Integrations unlock powerful automation. Connect what you need, create actions that use them, and watch your chatbot do the work for you. More integrations are coming soon, stay tuned!