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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 analyse the number of inquiries in the tool of your choice connected with Zapier.

How to set up the integration with Zapier in your Tidio panel

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), please edit it:

To enter the Lead’s Generation’s Bot – click on the ‘edit’ button after clciking on the three dots menu next to it

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

Add the ‘Sent to Zapier’ action at the end of your Lead Generation Bot

… and follow the integration instructions visible on the right side in the bot’s editing map:

Instruction for the ‘Send to Zapier’ action visible in the Chatbots editing map

Now, log in to your Zapier account

Please follow the instructions – log into Zapier and look for the Tidio app.

A look into the integration with Tidio on the Zapier website

Select Tidio Trigger: “Contact Sent From Bot” and click Save + Continue

A look for the Tidio set-up integration panel on the Zapier website

Paste in the long Integration Key and click Yes, Continue.

A section on the Zapier website where you need to paste in the code from the ‘Send to Zapier’ action (from the bot’s editing map section)

Then, from the list of actions, select the node  “[node name] (date 20xx-xx-xx 00:00:00)” from the list and click Continue

Choose the node (action) that you have just created from the drop-down list in Zapier

In the “Pick A Sample To Set Up Your Zap”, click Continue:

Choose your sample to continue with the Tidio and Zapier integration

Now, it’s time to set the action step. Here’s where thousands of connections become possible.

You can choose from a variety of the apps you are using with the Zapier integration

How to connect Tidio with Mailchimp via Zapier

Let’s talk about a popular connection with Mailchimp. The goal here is to automatically populate your mailing list with the contacts collected on chat.

Add the Mailchimp integration into your Zapier tool panel

Connect your Mailchimp account in Zapier and start configuring the list.

Create a new list and follow the instructions given by the Zapier panel
Enter a name to easily recognize your Zap

Make sure to connect all nodes in our editor and save your configuration:

‘Send to Zapier’ action is available on the right side menu on the bot’s editing map

After connecting the Mailchimp account with Zapier and configuring the Zap, we can finally test the integration. I wrote myself a message on chat and provided the details…

Answer to the question that asks the visitors about their email address that was added through the the ‘ask a question’ action in your bot’s editing map

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

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

If you will have some 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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