Introducing Zapier/Make Integration

Samuel Su

Samuel Su

on September 25, 2024

We're excited to announce a powerful new addition to Chat Data: a Zapier/Make integration that bridges the gap between our native chatbot capabilities and the multitude of apps you love. This integration empowers your chatbot to act as your personal AI agent—helping you draft emails, create CRM tickets, respond to messages, and much more.

What’s New:

  • Extended App Connectivity:
    While our native integrations cover a select few major apps, the Zapier/Make integration lets you connect to many more services—including Gmail, HubSpot, WhatsApp, and SMS gateways—by serving as the automation bridge.

  • Triggering Events (Available on Standard & Professional Plans):

    • Lead Submission: Activates when a new lead is submitted.
    • Live Chat Escalation: Fires when a live chat escalation is requested.
    • New Message: Triggers when a new message is received.
  • New API Actions:

    • Create a Chatbot: Easily spin up a new chatbot if you're under your allocation limit.
    • Send a Message: Interact with your chatbot and receive a response in real time.
    • Update Base Prompt: Modify the chatbot’s base prompt to tailor its behavior to your needs.
  • Easy Setup with Integration Portal:
    Manage your Zapier integration flows directly within the Integration tab. Plus, get started quickly with 15 pre-built templates designed for various use cases—from lead tracking and email follow-ups to live chat monitoring and more.

Use Cases at a Glance:

  • Monitor and Act on Chat Messages:
    Automatically store, analyze, and respond to user messages.
  • Seamless CRM Integration:
    Record new leads in your CRM (e.g., HubSpot, Zendesk) or trigger follow-up emails via SendGrid or Gmail.
  • Efficient Escalation Handling:
    Redirect live chat escalation requests to your team through SMS, email, or ticketing systems.
  • Daily Digest Automation:
    Turn daily Gmail digests into actionable to-do lists using a temporary base prompt.
  • Cross-Platform Messaging:
    Respond to messages on Slack or SimpleTexting, ensuring you never miss a beat.

Check the Zapier Integration and Make Integration page for more details.

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