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Documentation Index

Fetch the complete documentation index at: https://docs.replay.sale/llms.txt

Use this file to discover all available pages before exploring further.

Prompt to give your AI assistant for setting up the Zap:
Set up a webhook automation that creates or updates contacts in <ENTER YOUR TOOL NAME HERE>. The webhook should receive incoming JSON data with the following fields:

{
  firstName: string,
  lastName: string,
  email: string,
  phone: string,
  referralCompany: string,
  leadSource: string,
  historyPageUrl: string
}

Map the incoming data to <ENTER YOUR TOOL NAME HERE> contact properties as follows:

email → Contact Email (required field)
firstName → First Name
lastName → Last Name
phone → Phone Number
referralCompany → Company Name
leadSource → Original Traffic Source (set to "Referrals")
historyPageUrl → Website URL

Use the following steps:

Trigger: Webhooks by Zapier - Catch Hook (to parse JSON automatically)
Action: Use the appropriate action based on the tool name

Configuration:
- Use the Catch Hook action (not Catch Raw Hook) so JSON fields are automatically parsed
- The Create or Update Contact action should match and update existing contacts by email, or create new ones if they don't exist
Each webhook URL that you put into Replay is specific to the premade roleplay where you input it.If you have multiple premade roleplays that should all use the same Zap, you’ll need to follow steps 1 & 3 for each roleplay, all using the same webhook URL from Zapier.
1

On Replay

  1. Go to the Premade Roleplay you are using as a Lead Gen tool
  2. At the top right, click the ellipsis -> export
  3. In the modal that pops up, go to the Lead Gen (Demo) tab
2

On Zapier

  1. Create a new Zap
  2. Add a Webhook component that uses a catch hook event
  3. On the Test tab, copy the webhook URL that Zapier generates for you
  4. Head back to Replay
3

Back on Replay

  1. Paste the Webhook URL from Zapier into the Webhook URL box on Replay
  2. Make sure to save!
  3. Click Test to send a contact with test information to Zapier
4

Back to Zapier

  1. Still on the Test tab, click Find New Records
  2. You should now see a record containing the test contact information from Replay!
  3. Next, add a component to your Zap to send the information to your CRM
  4. Make sure to use a Create or Update event from your CRM
For example, if you use HubSpot, your Zap should look like the image below:
Example of HubSpot Zap configuration
  1. Inside of your CRM’s component, go to the Action tab and map the values from Replay to the values you want in your CRM
  2. Publish your Zap! Once it’s published, Replay will send information for anyone who fills out the form on your Lead Gen roleplay to Zapier, and from Zapier to your CRM!
Reach out to us at hello@replay.sale or through Slack if you need any help!