Zapier is a handy tool that allows you to integrate your chatbot with all sorts of different apps and tools. By combining your Flow bot with Zaps you can do more, without code.
With a simple interface, you can easily extract data and add it to a Google Sheet, create tickets in CRM tools like Hubspot, Salesforce or Freshdesk and much more.
Most chatbot cases can be divided into 3 categories. Therefore, we'll show you how to use Zapier for each of these cases:
- Customer Service
- Marketing & Sales
- Virtual Assistants
1. Customer Service - Create Tickets for CRM
Chatbots in customer service are mostly used to automatically answer FAQ's on channels like Web, Messenger and WhatsApp. In some cases you might want to follow up with a human agent. Especially when we're looking into complex questions or questions where the bot is not trained for. Following up with an agent can be done in several ways. One of them is using a ticketing system.
In this example, we will show how to create a ticket in Hubspot when the bot is not able to handle a question.
- Create your bot
This is the place where you set parameters to extract like email and the message so you can follow up in Hubspot, Salesforce or other Customer Service Tools. Make sure to end with an action "Zapier Action".
- Configure Zapier
Let's configure Zapier so that it creates a task in your favorite CRM when the Zapier Action is triggered within Flow. Read more about Zapier Configurations in our Zapier Docs.
- Create a ticket
Wow that was fast. Your bot is now able to create tickets in Hubspot. If you're using SalesForce, Zendesk, Freshdesk or other customer service tools or ticketing system the process will be similar.
2. Marketing & Sales - Fill Google Spreadsheets
Bots are also great for marketing & sales. You can combine a Facebook Advertisement and funnel customers straight into your chatbot for product recommendations or challenges. Also, what if your customer wants to contact you outside of business hours.
Let's have a look at how we can use a bot to gather leads and fill a Google Spreadsheet. Let's break it down in 3 steps:
- Create Your bot
This is the place where you set parameters to extract like name and email. Make sure to end with an action "Zapier Action".
- Configure Zapier
Let's configure Zapier so that it creates a spreadsheet row every time that the Zapier Action is triggered within Flow. Read more about Zapier Configurations in our Zapier Docs.
- Generate leads
Done, your bot should now fill rows within your spreadsheet.
3. Virtual Assistants - Add songs to a Spotify playlist
By now, we've covered Customer Service and Marketing & Sales so let's continue with a Virtual Assistant. At Flow, we enjoy all kinds of music but not all of our team members have a Spotify account. What if they could just send a WhatsApp message with their favorite song and that song will automatically be added to the Flow playlist. Isn't that awesome!
Again it starts with the creation of the chatbot.
- Create Your bot
This time you extract the name of the song. Make sure to end with an action "Zapier Action".
- Configure Zapier
Let's configure Zapier so that it adds a song everytime that the Zapier Action is triggered within Flow. Read more about Zapier Configurations in our Zapier Docs.
- Grow your playlist
Done, your bot can now gather songs via channels like Messenger and WhatsApp and add them directly to the Flow playlist.
