Integration

How the CustomerEagle Zapier app works

Push every new conversation, message, contact and help-centre article out to the rest of your stack — and let a Zap write back into CustomerEagle: send a reply, drop an internal note, update a contact.

Start free trialIncluded in your 30-day trial · Standard plan and up after the trialLive demo
The support inbox in CustomerEagle with conversations from chat, email and social channels.
Real product views · sample data
Zapier

Available on the Standard plan and higher. The web chat widget itself is available on every plan, including Free.

What you need

The CustomerEagle app is published on Zapier as a private app — invite-only for now, so it does not turn up in Zapier's public app directory yet. Accepting our invite link adds CustomerEagle to your Zapier account; you then connect it with an API key you create yourself in the dashboard, scoped READ and WRITE to a single workspace. Triggers poll every few minutes today; instant, webhook-based triggers are the next step.

Status verified September 2026 — private app, invite-only

  • A Zapier account, on any Zapier plan
  • Our invite link — the app is private, so it is not in Zapier's public directory yet
  • A CustomerEagle API key with the READ and WRITE scopes, set never to expire
  • A plan that includes the public API (Standard and higher)
Zapier

How it connects

  1. 01Accept the invite link to add CustomerEagle to your Zapier account — the app is private, so searching Zapier's directory for it will not find it.
  2. 02In CustomerEagle, open Settings → API Keys and create a key with the READ and WRITE scopes, set to "Never expires" — Zapier reuses the same key for every Zap you build.
  3. 03Paste the key when Zapier asks you to connect CustomerEagle. The key is scoped to one workspace, and you can revoke or rotate it at any time.
  4. 04Pick a trigger — new conversation, new message, new or updated contact, new or updated article — or an action: Send Reply, Add Internal Note, Create or Update Contact, Create Article.
Zapier

What you get

  • Four triggers: New Conversation, New Message (customer, agent or AI messages — internal notes excluded), New or Updated Contact, New or Updated Article.
  • Four actions: Add Internal Note, Send Reply, Create or Update Contact, and Create Article as a draft with optional publish.
  • Send Reply goes out through the conversation's own channel — web chat, email, WhatsApp, Messenger, Instagram or Telegram — along the same path a human agent's reply takes.
  • Two searches — Find Contact by email or external id, Find Conversation by id — so a Zap can look something up before it acts.
  • A Zap can only do what the API key's scopes allow. The AI gains no new write powers from Zapier, and revoking the key stops every Zap at once.
Zapier

What the AI can and cannot see

Can see
  • Conversations — status, channel, assignee and the AI summary
  • Messages from customers, agents and the AI
  • Contacts and their custom fields
  • Help-centre articles
  • Your workspace directory: agents, inboxes, article collections and contact fields
Never sees
  • Internal notes your team writes — the read API hides them, so they never reach a Zap
  • Passwords and credentials
  • Billing data
  • Any other workspace — each API key is scoped to exactly one
Sales

Turn a good conversation into a next step.

Bring leads, deals and follow-ups onto the customer record your team already knows. See what needs attention today and keep opportunities moving.

  • Lead inbox, deal pipelines and activity timelines
  • Meetings, sequences, sales goals and forecasts
  • AI follow-up drafts and shared customer context

Core Sales on every plan. Advanced tools on Professional; quotes and CRM sync on Premium. AI uses credits.

Explore Sales →
The Sales home: open pipeline, weighted forecast, new leads and today's meetings.
Real product views · sample data
Marketing

Stay relevant after the first conversation.

Build audiences from customer context, create campaigns and guide people through visual journeys. Keep consent and support context close to every send.

  • Email and SMS campaigns, forms and pop-ups
  • Audience segments and visual customer journeys
  • AI email drafts, campaign reports and consent controls

Separate paid add-on; features vary by tier. AI needs Standard or above and credits. SMS uses your provider.

Explore Marketing →
Marketing analytics showing email performance, engagement and audience growth
Real product views · sample data

Start with one conversation. Build from there.

Try Professional free for 30 days, with Support and Sales in one workspace. Add Marketing when you’re ready.

Start free trialIncluded in your 30-day trial · Standard plan and up after the trialBook a demo