Flow Designs: Integrate Zapier to the bot

Zapier is a service that enables you to integrate your bot to other apps and tools. By combining your Flow bot with Zaps, you can do more, without code.

With a simple interface, you can easily extract data and add it to a Google Sheet, create tickets in CRM tools like Hubspot, Salesforce, Freshdesk, and much more.

Most chatbot cases can be divided into 3 categories. Therefore, we'll show you how to use Zapier for each of these cases:

Customer Service
Marketing & Sales
Virtual Assistants

Customer Service - Create Tickets for CRM

Chatbots in customer service are mostly used to automatically answer FAQs on channels like Web, Messenger, and WhatsApp. In some cases you might want to follow up with a human agent, especially when you're looking into complex questions or questions where the bot is not trained for. Following up with an agent can be done in several ways (for example, a ticketing system).

In this example, we will show how to create a ticket in Hubspot when the bot is not able to handle a question.

Create your bot.
This is the place where you set parameters to extract like email and the message so you can follow up in Hubspot, Salesforce or other Customer Service Tools. Make sure to end with an action "Zapier Action".
Configure Zapier.
Let's configure Zapier so that it creates a task in your favorite CRM when the Zapier Action is triggered within Flow. Read more about Zapier Configurations.

Create a ticket.
Your bot is now able to create tickets in Hubspot. If you're using SalesForce, Zendesk, Freshdesk, or other customer service tools or ticketing system, the process will be similar.

Marketing & Sales - Fill Google Spreadsheets

Bots are also great for marketing and sales. You can combine a Facebook Advertisement and funnel customers straight into your chatbot for product recommendations or challenges. Also, what if your customer wants to contact you outside of business hours.

Let's have a look at how we can use a bot to gather leads and fill a Google Spreadsheet. Let's break it down in 3 steps:

Create Your bot
This is the place where you set parameters to extract like name and email. Make sure to end with an action "Zapier Action".
Configure Zapier
Configure Zapier so that it creates a spreadsheet row every time that the Zapier Action is triggered within Flow. Read more about Zapier Configurations in our Zapier Docs.
Generate leads
Your bot should now fill rows within your spreadsheet.

Virtual Assistants - Add songs to a Spotify playlist

By now, we've covered Customer Service and Marketing and Sales so let's continue with a Virtual Assistant. Let's say you have a team that really likes music but not all of our team members have a Spotify account. What if they could just send a WhatsApp message with their favorite song and then have that song automatically added to the Flow playlist. You can use virutal assistants to accomplish this.

Again it starts with the creation of the chatbot.

Create Your bot
This time you extract the name of the song. Make sure to end with an action "Zapier Action".
Configure Zapier
Let's configure Zapier so that it adds a song every time that the Zapier Action is triggered within Flow. Read more about Zapier Configurations.

Grow your playlist
Your bot can now gather songs via channels like Messenger and WhatsApp and add them directly to the Flow playlist.