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How to Integrate Tidio With Zapier

In this article, we will show you how to integrate your Tidio account with the Zapier tool that will allow you to send the data from Tidio to your chosen application.

Before you start the integration

  • The Zapier integration is an internal part of our Chatbots editor. Zapier is available as one of the actions and can be added to any automation you’ve created.
  • Most Zaps send out data collected during the chat to other, 3rd party apps.

When to use Zapier with Tidio?

This integration will save you time by performing repetitive tasks for you. You can automate workflows which previously had to be done manually with the connections called – Zaps.

With Tidio as the Trigger for Zaps, you’ll never have to export contacts collected through the Tidio from chat manually again.

Examples of the Zapier integration with Tidio

Tidio integration available on the Zapier website

Create a lead in the CRM of your choice

With the Zapier integration, you can make sure every valuable contact will be sent to your CRM regardless of it being integrated internally in Tidio!

There is a wide variety of CRMs available out there. Now, you can automatically send contacts and leads to every one of them, as long as they are available in Zapier.

What is important is that it will happen automatically, as a part of your automation you use to gather the visitor data.

An example of the bot that sends data to your CRM system via the use of the ‘Send to Zapier’ node

Get an email notification for every incoming message

If you value each and every message you receive from your customers, you don’t want to miss on a sales opportunity and want to be extra sure you get the message no matter where you are – use the Zapier integration to be notified about each message by email right away!

An example of a bot that will notify you about new messages in your Tidio panel

Improve customer service in your Shopify store

Tidio integration with Zapier allows you to additionally automate and track the usage of Shopify-specific bots ( Shipping Zones and Check Order Status bots).

While both of them provide you with great value by answering your visitor’s important questions in no time – they can give you even more insight into your business condition and opportunities.

Shipping Zones Bot is a great indicator of where your potential users are. Keep track of locations you are receiving a lot of questions about and consider offering your delivery right there. You can do that by creating a Zap after the bot has been launched and then sending the information to your email or Google Sheets spreadsheet.

Check Order Status, however, is an excellent way to see if you offer fast enough shipping. If you receive a lot of questions about the order status, you might need to work on how fast your products are delivered to your customers. Just add a “Send to Zapier” action to your bot and from there analyze the number of inquiries in the tool of your choice connected with Zapier.

How to set up the integration with Zapier and connect it with Mailchimp

It’s easy! Just visit your Tidio admin panel and edit any chatbot you wish to add a zap to.

NOTE: In this example, we’ll be editing the Lead Generation bot so that it automatically sends the contact details to MailChimp.

Open your ‘Lead generation’ bot from the Chatbots section in your Tidio panel

Once you’ve added the ‘Lead generation’ bot (full guide available here), open it in the editor:

Click on the bot’s three dots menu on the right, and hit the ‘edit’ button

In the next step, we’ll have to add the Zapier node to our automation…

Add the ‘Send to Zapier’ action at the end of your ‘Lead generation’ bot

… and follow the integration instructions visible on the right side in the bot editor:

Instructions for the ‘Send to Zapier’ action visible in the editor

Now, access your Zapier account

Log into Zapier and look for the Tidio app.

A look into the integration with Tidio on the Zapier website

Select ‘Mailchimp’ from the list of suggested apps or search for the app:

Connecting Tidio and Mailchimp in Zapier

Now, select a trigger in Tidio that should fire an action in Mailchimp – in our case it will be ‘Contact Sent From Bot’ in Tidio and ‘Add/Update Subscriber’ in Mailchimp – and click ‘Connect Tidio + Mailchimp’ button.

A section on the Zapier website where you need to select a trigger and an action

The next page will ask you to confirm the integration by clicking the ‘Try it’ button.

Click ‘Try it’ to confirm the integration

In the next step, you will be asked to sign in with your Tidio and Mailchimp accounts:

Sign into your app accounts

After you sign in, you will be prompted with a new window asking you to enter the Integration Key:

You can enter the Integration Key in this window

Retrieve the Key from the Integrations section in Tidio’s Settings (or from the ‘Send to Zapier’ node in your bot) and enter it in the dedicated field.

You can copy the Integration Key from Settings > Integrations in Tidio

Repeat the same for Mailchimp – sign in into your Mailchimp account as required by Zapier. You will not be asked for an Integration Key in this case — instead, you simply need to allow the connection. Once done, you will see the apps populated in the dedicated field. What is now missing are the Node and the Audience. For the Node, select your bot (‘Name YYYY-MM-DD 00:00:00’) and for the Audience – the groups of contacts that should be updated through the bot. Then, hit ‘Turn on Zap’:

Select the required details and create the Zap

Your Zap is ready to use:

Your new Zap

Let’s try it out now! First, make sure to connect all nodes in our chatbot editor and save your configuration:

The ‘Send to Zapier’ action is available in the Actions menu, on the right inside the bot editor

Then, test the integration in the widget window on your website. This is how it worked for me – I wrote myself a message on chat and provided the details…

An example interaction between a chat visitor and the ‘Lead generation’ bot

…to receive a new contact in Mailchimp after a few minutes.

 A contact collected through the Tidio chat widget and transferred to Mailchimp via Zapier

If you have any questions about the Zapier integration or anything else, please write to us at [email protected] or chat with us at www.tidio.com.

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