Public API for exporting conversations, converted leads, and source attribution
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Cristopher Gonzalez
We sell high tickets and our bottleneck today is to combine what happens in the DMs with what happens in sales. We do all this reconciliation by hand, exporting and crossing data, which wastes time and working with outdated information.
What we need is to be able to read the ZeroChats data from outside and dump it into our system to have a single view of marketing and sales.
Data we need per conversation:
Conversation ID and Contact ID (Instagram user)
Date and time of the start and of the last message
Conversation status (active, qualified, discarded, scheduled)
Exact source of the lead: story, post, reel, announcement, link in bio, direct DM. Ideally with the ID of the specific content that generated it, and with the UTM parameters when they exist
Qualification answers given by the lead
Full transcript of the conversation
With that, we can calculate conversion rate per channel and per piece of content ourselves, so there's no need for the API to provide aggregated metrics, although a summary endpoint would be useful.
How we would use it, in order of priority:
A read-only REST endpoint for conversations and contacts, with date range filtering, pagination and API key authentication. With this we already covered 80% of the problem because we can synchronize every night.
Webhooks that trigger key events (conversation started, qualified lead, converted lead). This is what would allow us to react hot instead of waiting for the batch.
A scheduled CSV export, if the full API falls far in the roadmap. It would be an acceptable patch in the meantime. I await your answer
We are active users and are willing to beta test the API and give them detailed feedback on data structure and real use cases before the public release.
From Sebastian Nájera's team
Cristopher Gonzalez
Growth Operator
Alejandro Fernández Camello
Very good idea, the development of the API is going to take longer (probably in a month it will be), the webhook thing if we plan to add it this week (basically being able to send webhook to a custom endpoint with events like the ones you mentioned), we'll let you know when each of the parts is implemented
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Cristopher Gonzalez
Alejandro Fernández Camello great. Please keep me updated so I can inform the IT team
Alejandro Fernández Camello
Cristopher Gonzalez Just today we added an integration with webhook to a personalized URL, you can find it with the rest of the integrations, so far we only have two events, we want to include a new one throughout this week with changes in the status of the leads
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Cristopher Gonzalez
Alejandro Fernández Camello good Ale I thank you. Where exactly can I find them?
Alejandro Fernández Camello
Cristopher Gonzalez It's where the rest of the integrations (GHL, AirTable, etc.) are on the configuration page and within these integrations
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Cristopher Gonzalez
Alejandro Fernández Camello hello thank you very much, we passed it on to a guy who is supporting us by creating the dashboard and they tell us the following:
“The idea is that we can identify the origin of the lead, what content it comes from and what was the first content, that would be fantastic.
In manychat what you do is tag the leads that answer the resource, then we can link those leads to that resource.
then in our system link the agenda that comes from Calendly and if the closer completes that I pay 'x' amount of money we know how much money that reels/story/etc is generating for us “”
What we are looking to know is really that, to know the FTP and the LTP as well as what content generated the agenda and is bringing the most cash. Is it possible to add these webhooks that we need? It would be brutal!!
Alejandro Fernández Camello
Cristopher Gonzalez Yes, we can see it, probably next week we'll add a webhook that sends the info of when they've responded to Instagram content
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Cristopher Gonzalez
Alejandro Fernández Camello Thank you very much, it would help us a lot. It would be important for us to see not only the last touch, but also the first. Practically, as they are already showing when someone schedules, but that we can also extract that information in some way. If we give each content a name with a different call to action, I imagine that this can be trackable, right?
Alejandro Fernández Camello
Cristopher Gonzalez Yes, the idea of the event was to shoot for each content so we can track the first, last and those in between, for the CTA it would be different, so we would say you would have info about the Instagram content that each lead has interacted with
Alejandro Fernández Camello
Cristopher Gonzalez we have already added an API, it is for statistics and it has the same functionalities as the statistics and performance page, so thanks to it you will be able to know about the contents, you can tell me how you are doing