ioZen
Works anywhere

Add it to your website.
Connect your tools.

One script tag puts your IntakeBot on any platform. Connect your ad tools for conversion tracking. Embed scheduling and payments inside the conversation itself. Already have a contact form? Replace it with an IntakeBot.

12
CMS platforms
8
In-flow services
5
Ad platforms
Action Blocks

Your tools update when the case lands

Action Blocks fire outbound actions in connected services when a case reaches a flow point or finishes intake. Map fields with template tokens, pick your timing, and let the bot do the handoff. More tools in the integration catalog.

CRM

HubSpot
Zoho CRM
Salesforce
M
Monday.com

Productivity

Notion
ClickUp

Messaging

Slack

Spreadsheets

Google Sheets

Standard integrations are on every plan. Premium integrations (advanced CRM and productivity tools) unlock on Business and Enterprise.

Read the Action Blocks guide Action Blocks feature details →
Embed anywhere

Embed on any platform

Paste one script tag and your IntakeBot is live. Every platform below has a step-by-step guide in the documentation.

WordPress

Paste into any HTML block or widget

Squarespace

Add a Code Block to any section

Wix

Embed with the HTML element

Webflow

Drop an embed component on any page

Shopify

Add to theme.liquid or a section

Framer

Use the code embed component

HubSpot

Paste into an HTML module

Notion Sites

Add a code block to any page

GoDaddy

Add an HTML content block

Google Sites

Insert an embed section

Carrd

Add an embed element

Any HTML site

One script tag and you're done

Need a platform not listed? The generic HTML guide works on anything.

Content blocks

Services inside the conversation

Content blocks let you embed scheduling tools, payment links, and video directly inside your IntakeBot. Respondents never leave the flow.

Calendly

Booking widget inside the conversation

Cal.com

Open-source scheduling in the flow

Stripe

Payment links without leaving the bot

YouTube

Video walkthroughs between questions

Vimeo

Private video, no ads

Loom

Recorded context inside the flow

Google Maps

Location preview or directions

Typeform

Embed another form in the conversation

Read the content blocks guide See all IntakeBot features →
Attribution

Send conversions to your ad platforms

Connect Meta, Google Ads, LinkedIn, and TikTok to send real conversion data back. Your ad algorithms optimize for actual customers, not just clicks.

ioZen preserves UTMs, gclids, fbclids, and ttclids through the entire conversation. You get field-level attribution: tell Meta to optimize for leads who gave a budget over $10k.

Read the attribution guide Attribution feature details →

Meta

Facebook and Instagram Pixel

Google Ads

Measurement ID and API Secret

LinkedIn

Insight Tag and Conversion URI

TikTok

Pixel Events

Custom Webhooks

Send data to any endpoint
Developer access

Build on top of ioZen

REST API, outbound webhooks, and an embed SDK. Full documentation at app.iozen.ai/docs.

REST API

Read and write submissions, manage bots, and integrate with any system. API keys with scoped permissions.

API reference

Outbound webhooks

Real-time event notifications. HMAC-signed payloads, automatic retries, and auto-pause on failures.

Webhook guide

Embed SDK

Inline, popup, and widget embeds. One script tag. Pass hidden fields, UTMs, and custom attributes.

Embed reference

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