Best practices

A Zapier chatbot: integrate all your apps

Nov 18, 2021 2 min
Header afbeelding zapier

A Zapier chatbot: integrate all your apps

Leestijd: 2 minutenZapier makes it possible to connect your chatbot with thousands of popular apps. This means your chatbot can help automate existing processes to make your workflow even more efficient. This blog explains how Zapier works and shares a few examples of integrations you might find useful for your chatbot.

What is Zapier?

Zapier is software that enables connections between different apps. The Zapier integration for Watermelon means that information or data flows between apps using workflows. These workflows, also known as “Zaps”, are made up of triggers and actions. When a specific event is triggered, there will be a resulting action. A simple example: a new chat is started with a Watermelon Chatbot (trigger), a follow-up email will be sent via Mailchimp(action). Zapier makes it easily to integrate your chatbot with thousands of other apps.

zapier chatbot

Connecting your CRM system

You want to make sure that any details your chatbot collects or requests are also saved in your Customer Relationship Management (CRM) system. This means you have all your customer information in a single source, including all the conversation history from the chatbot. It’s also very useful to have the chatbot incorporate data from your CRM in chat conversations with customers. If you use a CRM system like HubSpot, Salesforce or Dynamics, you can have your Watermelon chatbot add information or call up information to leverage at the point of contact with customers. Integrating your chatbot with your CRM and leveraging a Zapier connection to exchange information can help make the customer experience even more personal, efficient and valuable to your business.

Creating tickets

When you use a chatbot for customer service, you may also be using a ticket system such as HubSpot, Zendesk or Freshdesk. Integrate your chatbot with your ticket system using Zapier. The chatbot can automatically create a new ticket for the IT service team, or your sales team – this level of automation provides tremendous value and can drastically improve the efficiency of your business.

Email marketing

The marketing department can also benefit from integrations with Zapier. The chatbot can automatically add subscribers to your mailing list in Mailchimp, continuing to grow your database and your reach. This makes the chatbot a part of your marketing team, not just your customer service team!

Data gathering & analysis

Another potential Zapier integration for your chatbot you might explore is the connection with Google Sheets. You can choose to export details from every new conversation to a Google sheet, such that you can further analyse the conversation. Use the data to build dashboards that can be automatically updated from the Google Sheets integration with the chatbot.

Want to learn more?

Want to see how companies are using chatbots to improve customer service? Curious how this might work for your business? Plan a one-on-one demo with a colleague from the Watermelon team!

request demo