Zapier

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 Edit > Integrations tab. Click on Create Zap to continue to Zapier.

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".

• Choose "Collect.chat" from the app list and set trigger event as "New Response".

• Under Account, sign in 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 Slack.

• Choose the app as "Slack"

• For this example, we will choose "Send Direct Message" as the action to perform when a chatbot response is submitted

Grant Zapier access to the app

Click on the Sign in button to connect Zapier to your Slack account.

Once you grant Zapier access to Slack, you can configure how the direct message will be sent. You can choose who the message will be sent to and whether it will be sent as a bot. You can also add a message text.

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 > Edit > 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 Slack to verify that the message has been sent.

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

• Zoho

• FreshSales

• Salesforce

• Pipedrive

• Salesflare

• Alore

• Hubspot

• Trello

• AirTable

• Zendesk

• Aweber

• Constant Contact

• SendInBlue

• FullContact

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.