Zapier

View as Markdown

Zapier gives you the power to integrate Collect.chat with hundreds of other apps you use like Salesforce, Slack, and much more. Now you can easily automate the tedious tasks in your workflow. Collect.chat will fit right into the way you work.

Choose Zapier

Once your chatbot is designed and ready, you can proceed to the Integrate > Integrations tab.

Create the Zap

You can create a Zap by using any of the templates provided in Collect.chat dashboard or start fresh from the Zapier dashboard.

Start by clicking on "Make a Zap".
Give you zap a good name. Here we have named it "Chatbot zap".
Choose "Collect.chat" from the app list and set trigger event as "New Response".

Connect your Collect.chat Account

Click on Sign in button to connect Zapier with your Collect.chat account

Grant Zapier access to your Collect.chat account
Click on Continue in Zapier
Select your bot from the dropdown list. Listing all the bots may take sometime.
Once the bot is selected, you can click on "Test & Continue"

Choose the app you want to integrate with

Once the chatbot details have been mentioned, you need to tell Zapier how and where this data must send. In this example, we will use HubSpot.

Choose the app as "Hubspot"
For this example, we will choose "Create ticket" as the action to perform when a chatbot response is submitted

Grant Zapier access to the app

Once you grant Zapier access to Hubspot, You have to match the fields of ticket creation in Hubspot to your chatbot questions.

Do not forget to fill in the required fields with the appropriate answers from the chatbot. Just click on a field and select the chatbot question that needs to be added to the Hubspot ticket.

Click on "Continue", once all the fields are matched. Make sure to turn on the Zap.

Test your Integration

Once the Zap has been edited you can verify whether the integration is working properly or not.

Go to your Collect.chat Dashboard > Build > Design.
Click on the Eye-shaped icon to have a test conversation with your chatbot.
Have a complete interaction with your chatbot.
Go to your HubSpot Support Pipeline and reload the page.
Verify that the new ticket was created

You can use the same steps to integrate Collect.chat with tools like:

Tip

You can get the timestamp information along with the webhook, by using a special variable in your Zap. Set the value of the field that has to be filled with the timestamp information to {{zap_meta_timestamp}}. More information can be found here.

Still need help?

Was this article helpful ?