Integration with Zapier
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Integration with Zapier

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See how to integrate your Tidio account with the Zapier that allows you to send the data from Tidio to your chosen application. 


In this article, you'll learn:


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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. Data collected through Tidio will be sent as zaps to other, 3rd part apps. 


When to use Zapier with Tidio


This integration will save you time by performing repetitive tasks for you. You can automate workflows that 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.


See our examples of the Zapier integration with Tidio



Create a lead in CRM 


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.


 

Get an email notification for every incoming message


Suppose you value every message you receive from your customers. In that case, 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!



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 an excellent 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, analyze the number of inquiries in the tool of your choice connected with Zapier.


Set up the integration with Zapier and connect it with Mailchimp


It's easy! Just visit your Tidio admin panel and edit any chatbot you wish to add a zap to.


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In this example, we'll be editing the Lead Generation bot so that it automatically sends the contact details to MailChimp


 

Once you've added the Lead generation bot (See our article about lead collection), open it in the editor:


Click on the bot's edit button 

In the next step, we'll add the Zapier node to our editing map.


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Please keep in mind that information such as email addresses, phone numbers, etc. can be sent to Zapier only if they were collected through the Tidio chatbot. Information manually entered into the system will not be sent to Zapier. 


Add the 'Send to Zapier' action at the end of your Lead Generation Bot


And follow the integration instructions visible on the right side in the bot editor:



Now, access your Zapier account


 Log into Zapier and look for the Tidio app.


 A look into the integration with Tidio on the Zapier website 
 

 Select Mailchimp from the list of suggested apps or search for the app: 


 Connecting Tidio and Mailchimp in Zapier 

 

Now, select a trigger in Tidio that should fire action in Mailchimp – in our case, it will be Contact Sent From Bot in Tidio and Add/Update Subscriber in Mailchimp. Click Connect Tidio + Mailchimp button. 


 A section on the Zapier website where you need to select a trigger and an action 

 

 The next page will ask you to confirm the integration by clicking the Try it button. 


 Click 'Try it' to confirm the integration 

 

 In the next step, you will be asked to sign in with your Tidio and Mailchimp accounts: 


 Sign into your app accounts 

 

 After you sign in, you will be prompted with a new window asking you to enter the Integration Key: 


 You can enter the Integration Key in this window 

 

 Retrieve the Key from the Integrations section in Tidio's Settings (or from the 'Send to Zapier' node in your bot) and enter it in the dedicated field. 


 You can copy the Integration Key from Settings > Integrations in Tidio 

 

Repeat the same for Mailchimp – sign in to your Mailchimp account as required by Zapier. You will not be asked for an Integration Key in this case — instead, you simply need to allow the connection. Once done, you will see the apps populated in the dedicated field. What is now missing are the Node and the Audience. For the Node, select your bot ('Name YYYY-MM-DD 00:00:00') and for the Audience – the groups of contacts that should be updated through the bot. Then, hit 'Turn on Zap': 


 Select the required details and create the Zap 

 

Your Zap is ready to use:


Your new Zap

 

 Let's try it out now! First, make sure to connect all nodes in our chatbot editor and save your configuration:

 

Send to Zapier action is available in the Actions menu, on the right side of the visual chatbot editor.


Then, test the integration in the widget window on your website. This is how it worked for us -  we wrote a message on chat and provided the details: 


 An example interaction between a chat visitor and the 'Lead generation' bot 

 

 We received a new contact in Mailchimp after a few minutes. 



If you still have some questions for our team after reading this article, don't hesitate to contact us.


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