Zapier... Sounds a bit techy, I know.
In this article, we will explain exactly what it is and how you can use it to connect your EnquiryBot and send the enquiry data into another software or platform that your business uses.
Please note: To use the webhook feature of zapier, you will need to a paid Zapier account. Account starts start from £22 per month which would be sufficient for most volume use cases. For more on pricing and to sign up visit https://zapier.com/pricing
1. What is Zapier & how does it work?
What is Zapier
Imagine you have a piece of garden hose and you cut it in half. To connect it back together you would need some sort of connector to join the two ends to connect them.
That's what Zapier is. It's a platform that allows you to connect one software to another.
How does it work
This gets a little technical, so bear with us here...
Our Zapier integration works by using a zapier webhook. The webhook is used to catch data from one system and send and map it to another system.
In the next section, we will show you a practical example of connecting EnquiryBot to another platform.
2. How do I use Zapier to connect my EnquiryBot to another platform
Please note: This integration can only be setup by your account admin users.
There are a few simple steps to set up this connection.
Step 1. Create a Zapier account and login. Then click create zap.
Step 2. Give your Zap a name. In this example, we are going to integrate with a CRM software called Keap so we will call the integration "Integration - EnquiryBot - Keap"
In the app event box search Webhook and select when found.
Step 3. In the trigger event dropdown select Catch hook and click continue.
Step 4. Copy your Webhook URL and click continue
NOTE: Keep Zapier open in one tab, you'll need to come back to it.
Step 5. Now you need to head over to the EnquiryBot platform and login. Go to bots on the menu on the left-hand side when logged into EnquiryBot and click on it.
Step 6. Click on the bot name that you would like to set the integration up for.
Step 7. On the bot builder tab, click integrations on the left menu. Then click connect on the Zapier integration.
Step 8. Give your Zap a name. In this example, we are going to integrate with a CRM software called Keap so we will call the integration "Keap Integration"
On the trigger settings click, On bot chat completion.
When selecting this option, it will send enquiries each time an enquiry is completed.
If you only want to send specific types of enquiries and not all enquiries to the software you are connecting with click on Enable conditions.
Example 1. You want to only send Teeth whitening enquiries to the connect software.
In this case, you would set this up as per the image below. The selection at the top should be "And" and on the drop-down, you would select Enquiry Type and then on the right-hand side select "Teeth Whitening".
The associated enquiry types with your bot will show in this drop down.
Example 2. You want to only send Teeth whitening AND Dental Check up enquiries to the connected software.
In this case, would need to select "Or" from the drop-down next to "add constraint". Then click add constraint and then select enquiry type from the drop down. Then select in this case Dental Check up
Step 9. Paste the webhook URL that you copied from the Zapier setup into the webhook URL box.
Then select all the EnquiryBot fields that you want to send through to the connecting software. Once selected they will populate the Zapier child key box.
Once ready, in the Zapier child key box, select all the options and copy them.
Now click SAVE
Step 10. Now head back over to Zapier and paste the child key copied from EnquiryBot and click continue.
Step 11. Now you are going to need to put a test enquiry through your EnquiryBot on your website. We need to put a live enquiry through to make sure the data comes through.
Step 12. Once you have completed the enquiry on your bot, come back to Zapier and click "Test trigger"
When the test is successful, you will then see this on the screen
Step 13. Next, you will add a step and search for the software you would like to connect with. In the example below, we will connect with a CRM called Keap.
Step 14. Depending on the software you are connecting to there will be a range of action events that you can do. In this example, we want to "Create or update contact"
Select that option and click continue:
Step 15. Now you will need to match the EnquiryBot fields that have been sent through to the relevant fields in the connected software.
When the fields are mapped and inputted they look like this.
Step 16. Once you have mapped all the fields, click test and continue and then turn on the zap.
And that's it! You're all connected.
3. Editing or deleting a Zapier connection
To edit or delete a Zapier connection simply visit the connect tab on integrations where you initially setup the zap. Here you can find all your connected integration.
Simply click edit or delete or if you want to pause the connection, you can flick off the switch.
You can setup multiple zaps in the same integrations section in EnquiryBot if you want to send data to multiple systems.
4. Frequently asked questions & Troubleshooting
Do I need a paid Zapier account to setup a connection
Yes, the Zapier webhook is a premium zap and therefore requires a paid Zapier account.
My data is not coming through to the webhook.
Check to make sure that you have saved the setup in EnquiryBot
Make sure that you have selected the checkboxes for the data that you want to send from EnquiryBot.
Check to see that your zap is turned on
What platforms/software can I connect to?
With Zapier, you can connect to 1000's of other platforms and software. To view a complete list visit - https://zapier.com/apps
If you have any questions, as always you can hop on the live chat support from 9 am - 5 pm Mon-Fri or send us an email on firstname.lastname@example.org.