Zapier

Use Zapier or Make to send attribution data from any form, CRM, or tool to Finseo. The universal connector for AI source tracking.

Connect Zapier

What you get with the Zapier integration

For tools that do not have direct webhook support or that need transformation logic, use Zapier or Make as a bridge. Trigger on form submission, contact creation, or any event from one of 8000+ apps. Add an HTTP action that POSTs the data to the Finseo API. Map your fields visually. Activate. Done.

What you can do with Zapier and Finseo

Real ways Zapier customers use Finseo to track and grow AI search revenue.

  1. Google Forms attribution
    Trigger on Google Forms submission, then HTTP POST to Finseo. Capture "How did you find us?" responses from any Google Form.

  2. Squarespace contact form
    Squarespace forms do not have direct webhook support. Use Zapier to bridge form submissions to Finseo for attribution tracking.

  3. Multi-step workflows
    Combine multiple data sources: enrich a form submission with Clearbit data, then POST to Finseo for attribution. Build full pipelines without code.

  4. Conditional attribution
    Only send to Finseo if the deal value exceeds a threshold, or if the lead is from a specific country. Zapier filters and Make modules handle the logic.

  5. Legacy CRM integration
    For older CRMs without modern webhook support (Sugar, Zoho older versions, custom CRMs), Zapier connectors handle the bridge to Finseo.

Why Zapier customers need AI visibility tracking

Zapier connects to over 8000 apps and Make to over 2000. Together they cover virtually every tool used in modern marketing and sales stacks. For Finseo, this means you can capture AI attribution data from any source, even tools without native webhook support. The Zapier and Make integrations are the universal bridge that makes Finseo Attribution work for every team, regardless of stack.

Zapier alone vs Zapier with Finseo

Feature Zapier alone Zapier + Finseo
Tool coverage Direct webhooks only 8000+ Zapier apps
Logic and filters All or nothing Conditional sends via Zapier
Transformations Static field mapping Format dates, parse strings, lookups
Multi step Single source per webhook Multi-app workflows
Setup complexity Custom code per CRM Visual builder

How to connect Zapier to Finseo

A few steps to wire up your Zapier account with Finseo. No code required.

  1. Get your Finseo API key
    In Finseo, go to API Keys (/api) and create a new key. Copy the sk_live_ key.

  2. Get your Finseo API endpoint
    On the Zapier integration card, copy the API endpoint URL specific to your project.

  3. Create a Zap or Make scenario
    Choose your form or CRM as the trigger (e.g. New Google Forms Response, New Typeform Entry, New HubSpot Contact).

  4. Add an HTTP POST action
    In Zapier, add Webhooks by Zapier with POST method. In Make, add HTTP Make a request module. Set URL to the Finseo API endpoint.

  5. Configure the request
    Set headers: Authorization Bearer your_key, Content-Type application/json. Set body to JSON mapping your form fields to channelId, respondentEmail, dealValue, etc.

Frequently asked questions about Zapier

Why use Zapier instead of a direct integration?

Use Zapier when your source tool does not have a direct Finseo integration, when you need conditional logic (only send certain leads), when you need data transformations (format dates, parse strings), or when you want to combine multiple data sources before sending to Finseo.

Does this require a paid Zapier plan?

Webhooks by Zapier (the action you need) requires a paid Zapier plan starting at $19.99/month. Make has a free tier that includes HTTP requests, with 1000 free operations per month. For most teams, the free Make tier is sufficient.

What is the difference between Zapier and Make?

Zapier is simpler with more app integrations but more expensive. Make is more powerful with visual workflows, conditional logic, and lower pricing, but has a steeper learning curve. Both work equally well with Finseo. Use what you already have.

Can I send dealValue and other revenue data?

Yes. Map dealValue (number), dealCurrency (3 letter ISO code like USD), respondentEmail, respondentName, formId, pageUrl, and metadata in your JSON body. Finseo records all of these and uses them for revenue attribution and reporting.

How do I authenticate with the Finseo API?

Bearer token authentication. Add a header Authorization: Bearer sk_live_yourkey to your Zapier or Make HTTP request. Generate the key at Finseo /api. Treat it as a secret. Rotate keys if you suspect leakage.

What about Make scenarios with multiple steps?

Fully supported. Build a Make scenario with multiple modules: trigger on form submission, enrich with Clearbit, lookup HubSpot contact, then POST to Finseo. Make handles the data flow and you only see the final attribution in Finseo.

Can I use Zapier paths or filters?

Yes. Use Zapier filters to only send certain leads to Finseo (e.g. only B2B leads, only deals over $1000). Use Zapier paths for conditional logic (different fields per source). All of this works seamlessly with the Finseo API endpoint.

Is there a Finseo Zapier app?

A native Finseo Zapier app is in development. The current setup uses Webhooks by Zapier with HTTP POST, which works perfectly today. The native app will simplify field mapping but offer the same functionality.