Integration with Zapier

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:

• When to use Zapier with Tidio
• How to integrate with Zapier and connect with Mailchimp

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.

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

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

 

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.

 

 

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

 

 

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. 

 

 

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

 

 

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

 

 

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

 

 

 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. 

 

 

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': 

 

 

Your Zap is ready to use:

 

 

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

 

 

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: 

 

 

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