Use Zapier to connect ChatBot with more tools

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Sylwia Kocur
5 min read
updated: Nov 24, 2023

Zapier is a handy tool designed for non-technical users that helps automate daily tasks by connecting various web apps into workflows.

A Zap is a short workflow that can automate a piece of your daily work. With a few clicks, you can send collected data to your Google Sheets, text customers with Twillio, schedule events in your calendar, add new contacts to Autopilot, and much more.

Benefits of using the Zapier integrationLink icon

  • Connect your chatbot with your favorite apps without writing code.

  • Automate daily tasks such as adding new customers to your CRM, sending emails and text messages, and much more.

  • Zapier integrates with hundreds of apps. Open your chatbot to these possibilities.

Connect your marketing tools with your chatbot to organize your work and control your goals.

  • Add a new contact to Autopilot β€” When a visitor arrives at a predefined point of the scenario, Zapier automatically adds the new contact to Autopilot.

  • Create a new calendar event β€” Use the Zapier integration to automatically allow your chatbot to add events to your calendar.

  • Add new leads to Salesforce β€” Organize your contacts by adding them automatically to your Salesforce lists.

  • Add rows to Google Sheets β€” Collect any needed data and store it in your Google Sheets rows.

  • Create a new user in Intercom β€” Automate your Intercom user list with a single Zap.

  • Get emailed when an action is triggered β€” Control your ChatBot flow and get notified when a certain scenario step is reached.

  • Send an SMS when an action is triggered β€” Automatically text any phone number directly from the bot scenario.

How to prepare your botLink icon

Zapier enables you to send information between apps. You can collect all the necessary details using ChatBot and send them to your app using Zaps.Β 

You need to use Attributes to save the needed details from your customers. The easiest way is to use the Question action.

  1. Add the Question action.

  2. Add the first question.

  3. Use the + symbol to add the next questions.

Remember to choose the correct validation type. Choose the Any validation type to save the whole message as an attribute.

If want like to collect an email address or a phone number, we have dedicated Entities.

Remember to choose the correct validation type. Choose the Any validation type to save the whole message as an attribute.

If want like to collect an email address or a phone number, we have dedicated Entities.

  1. If a default attribute is not provided for something you need to ask for, use the + symbol to add a custom attribute.

  2. Add a Bot response block to inform your customer that you have their response.

  3. Test the bot using Testing Tool.

  4. Publish the bot.

  5. Check the Archives to see that each message was saved as an attribute.

  6. Create a Zap.

Create a ZapLink icon

Using Zaps is simple and intuitive. You can create a workflow that can save you a lot of time in just a few steps.

  1. Go to the bot. Choose Zapier from the Integrations menu.

  2. Click Connect with Zapier to start.

  3. Pick a Zap from the list.

This is a list of the most popular Zaps. If your app is not on the list, choose any available Zap. You can easily change the app in the next step.

You can also search for the desired app and see if we have a template prepared.

This is a list of the most popular Zaps. If your app is not on the list, choose any available Zap. You can easily change the app in the next step.

You can also search for the desired app and see if we have a template prepared.

  1. Log in to your Zapier account.

  2. Choose app & event. Continue.

  3. Sign in to ChatBot.

  4. Choose the ChatBot account and Continue.

  5. Choose the bot from the list.

  6. Choose the block from the bot and Continue.

You should choose the block that is after the Question block. This will ensure that all the questions are answered, and the bot collects all the answers.

If you are not using the Question action in your bot, choose the block after the block where you collect your attributes.

You should choose the block that is after the Question block. This will ensure that all the questions are answered, and the bot collects all the answers.

If you are not using the Question action in your bot, choose the block after the block where you collect your attributes.

  1. Test your trigger.

  2. The Zap found the block. See all the attributes in the details of a message.

In this step, the values of these messages are test values. After you turn the Zap on and test it live, the integration will send attributes with actual values provided by the user during the chat.
In this step, the values of these messages are test values. After you turn the Zap on and test it live, the integration will send attributes with actual values provided by the user during the chat.
  1. Continue.

Remember to turn your Zap off and back on after making any changes. Don’t forget to also click the Publish button in ChatBot each time you edit the Zap.
Remember to turn your Zap off and back on after making any changes. Don’t forget to also click the Publish button in ChatBot each time you edit the Zap.

How to configure an appLink icon

In the next configuration phase, choose the app you want to integrate with the bot. You can choose from various applications.

See how to integrate the bot and choose the correct values in the configuration process with:

  • Google Sheets to gather all the information in one place and have easy access to it

  • Gmail to send emails when the user triggers the Zapier block in the bot

Do you not see your desired app in the options offered in Zapier? Try to configure your own Webhooks with Zapier.

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