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Mailcastr Zapier integrationAutomate Mailcastr with Zapier.
The Mailcastr Zapier integration has 1 trigger, 0 actions and 0 searches: it starts a Zap the moment a visitor talking to your website bot reaches the goal you set. Here is what it does, what it costs in tasks, how to connect it and what breaks.
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What the Mailcastr Zapier integration does
Mailcastr is an email tool that also runs a bot on your website to capture leads. In Zapier it offers one trigger, New Bot Response, which starts a Zap (an automation with one starting event and one or more steps after it) when a bot visitor reaches the goal you assigned. What happens next is up to the other apps in the Zap.
Three results people build with it. Leads that reach sales without copy and paste: each bot conversation that hits its goal becomes a lead in your CRM, so nobody exports the bot's answers by hand.
A ping the moment the goal is reached: since the trigger is instant, the Zap can post a message in your team chat as soon as the goal is reached, and someone can follow up while the interest is fresh. A running log of bot results: every completed goal adds a row to a shared spreadsheet, which gives marketing a simple record to sort and count.
What Zapier does not do here. Mailcastr has no action and no search in Zapier: a Zap cannot send a Mailcastr email, add a contact to it or look anything up in it. The integration only works one way, out of Mailcastr, and nothing a Zap does ever flows back into your Mailcastr account. Zapier lists Mailcastr under Marketing Automation. Before you build, see our Zapier review.
Zapier vocabulary in one minute
Six words come back on this page. Here they are in plain terms.
- Zap
- The automation you build: one starting event, then one or more steps that run every time that event happens.
- Trigger
- The event in an app that starts the Zap. Here it is New Bot Response, the only Mailcastr operation.
- Action
- What the Zap does once started: the step that writes, sends or moves something for you, always in another app here.
- Task
- The unit Zapier counts against your plan: one action the Zap completes successfully, whatever the app.
- Polling vs instant
- A polling trigger is checked on a timer. An instant one is reported by the app as soon as it happens, which is the case for Mailcastr.
- Filter
- A step that lets the Zap go on only when the incoming data meets a condition you set, and stops it otherwise.
What a Mailcastr Zap really costs
Mailcastr is not a premium app, so it works on the free plan. You pay in tasks, and the trigger is free.
- Free plan100 tasks per month, unlimited Zaps
- Free plan stepsOne trigger and one action
- Premium appNo, available on every plan
- Trigger typeInstant, whatever the plan
New Bot Response costs nothing on its own. Each action that succeeds after it counts as one task, and a failed action is not counted: one bot goal sent to a CRM costs one task, sent to a CRM and a chat it costs two. The free plan stops at two steps, one trigger and one action, so a second action or a filter needs a paid plan. The interval grid below is how often Zapier checks polling triggers on each plan; it does not apply to this Mailcastr trigger, which is instant.
Connect Mailcastr to Zapier in three steps
- 01
Open your connections
In Zapier, open the Apps page and click + Add connection. A connection is your Mailcastr account linked once, then reused by every Zap that starts from it.
- 02
Pick Mailcastr
Type Mailcastr in the search box of the dialog that appears, select it in the results, then click Add connection. A new tab opens on the Mailcastr sign-in page.
- 03
Sign in and grant access
Log in with your Mailcastr account and let Zapier reach it. You need an account on the app, plus access to any bot you do not own yourself and want the Zap to listen to.
Your first Zap: bot leads straight into your CRM
GoalEvery time a visitor reaches the goal of your Mailcastr website bot, create a lead in your CRM with what the bot collected.
- 01
Create the Zap
Start a new Zap in Zapier. Pick Mailcastr as the starting app and
New Bot Responseas the event, then select the connection you made earlier. - 02
Test the trigger
Run the test. Zapier brings back the three most recent bot responses from your account. Pick one of them, so you map the next steps on a real visitor.
- 03
Add the CRM action
Add your CRM as the action and map the values the bot collected into the lead fields. Test the step and check that the lead appears in the CRM.
- 04
Add the team message
Add a second action in your team chat with the visitor's details, so someone sees the lead at once. Test it and read what comes back.
- 05
Publish
Click Publish to switch it on. Two actions make it a multi-step Zap on a paid plan, using two tasks per bot goal. Keep only the CRM step to stay free.
Mailcastr triggers
1 event starts a Zap when something happens in Mailcastr, and one of them is instant: the app calls Zapier straight away, whatever your plan.
New Bot Response
Instant triggerIn Zapier“Triggers when a bot visitor reaches the assigned goal.”
Starts the Zap when a visitor chatting with your Mailcastr website bot reaches the goal you assigned to it. It is the one door from Mailcastr to the rest of your tools, so every lead the bot captures can travel on to a CRM, a spreadsheet or a team chat without being exported by hand.
When a Mailcastr Zap breaks
Zapier attaches no help article to Mailcastr and lists no limit of its own for it. The problems come from how Zaps behave in general.
Four cases cover most surprises, and each is easier to prevent than to fix. For anything else, see our Zapier troubleshooting guide.
Earlier bot leads are never sent
A Zap only reacts to what happens after you switch it on. Goals reached before that stay in Mailcastr; moving them is a separate job.A traffic spike gets held back
If a campaign suddenly sends a huge batch of bot responses, Zapier's flood protection can hold that batch back instead of running it.Each extra action doubles the bill
Every action that succeeds is billed on its own: send each bot goal to a CRM and a chat, and every visitor costs two tasks instead of one.A filter stops the free Zap
Adding a filter, for example to keep only some bot answers, makes the Zap multi-step. On the free plan you cannot publish it.
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