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2 min read

5 ways to automate ChatBot with Zapier

By Ellie Huizenga · July 12, 2023
Automate ChatBot hero image

These days most websites have a chatbot available to answer questions. As a consumer, it's a streamlined, efficient way to quickly get the answers you need and can be much more convenient than navigating a bunch of help docs. 

But as a business, it's hard to scale if you manually respond to every chatbot message. Plus, for the best chatbot experience, someone has to be online 24/7. Enter ChatBot. ChatBot uses AI to instantly direct users to the right resource, allowing businesses to respond quickly without manually answering every inquiry. 

When you pair ChatBot with Zapier, you can scale your chatbot processes—maximizing efficiency and ROI. 

New to Zapier? It's workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with 6,000+ apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.

Table of contents

  • Streamline customer support

  • Get notifications about new messages

  • Add new ChatBot leads to the right tool

  • Streamline task management

  • Keep track of ChatBot analytics

To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.

Send ChatBot messages to your customer support tool

To maintain the accuracy of your customer support tool, you need to keep track of all the customer inquiries that come in—no matter where the question comes from. Instead of manually adding customer support outreach from multiple sources, you can use automation to send it to the right place instantly.

Create a Zap that instantly sends ChatBot messages to your customer support tool. That way, if the question requires a manual response, your support team sees the inquiry in the right app and can respond quickly. Plus, you can gather insights into what questions your customers keep asking, so you can better train your ChatBot.

Automatically create a Zendesk ticket when you get a new ChatBot message

Automatically create a Zendesk ticket when you get a new ChatBot message
  • ChatBot logo
  • Zendesk logo
ChatBot + Zendesk

Instantly create a new Helpdesk ticket for a new ChatBot message

Instantly create a new Helpdesk ticket for a new ChatBot message
  • ChatBot logo
  • HelpDesk logo
ChatBot + HelpDesk

Get notifications about new messages

If you don't get notifications about new ChatBot messages, you can miss out on customer insights—or worse, miss out on messages that need a manual response. This causes a bad customer experience and leads to lost sales. 

With Zapier, you can connect your team chat app or email to ChatBot and receive real-time alerts whenever a new message is received. Now, you'll get notifications in the app where you'll actually see it—ensuring you can respond promptly.

Send Slack messages when messages in ChatBot are sent

Send Slack messages when messages in ChatBot are sent
  • ChatBot logo
  • Slack logo
ChatBot + Slack

Send a message in Microsoft Teams for a new ChatBot message

Send a message in Microsoft Teams for a new ChatBot message
  • ChatBot logo
  • Microsoft Teams logo
ChatBot + Microsoft Teams

Send emails with Gmail to ChatBot visitors

Send emails with Gmail to ChatBot visitors
  • ChatBot logo
  • Gmail logo
ChatBot + Gmail

Send emails for new ChatBot messages

Send emails for new ChatBot messages
  • ChatBot logo
  • Email by Zapier logo
ChatBot + Email by Zapier

Get an email in Microsoft Outlook for every new ChatBot message

Get an email in Microsoft Outlook for every new ChatBot message
  • ChatBot logo
  • Microsoft Outlook logo
ChatBot + Microsoft Outlook

Add new ChatBot leads to the right tool

Enriched lead information means more personalized outreach—which leads to more conversions. However, as you bring in more leads, it's impossible to scale manual data entry. There's just too much information to enter by hand. 

Seamlessly track lead data by creating a Zap that adds a lead or note in your CRM when you get a new ChatBot message. Say hello to a CRM filled with accurate, up-to-date lead information. 

Create new Salesforce leads from new ChatBot messages

Create new Salesforce leads from new ChatBot messages
  • ChatBot logo
  • Salesforce logo
ChatBot + Salesforce

Create Pipedrive deals from new ChatBot messages

Create Pipedrive deals from new ChatBot messages
  • ChatBot logo
  • Pipedrive logo
ChatBot + Pipedrive

Create HubSpot CRM contacts from new ChatBot messages

Create HubSpot CRM contacts from new ChatBot messages
  • ChatBot logo
  • HubSpot logo
ChatBot + HubSpot

You can also use Zapier to automatically add new ChatBot leads to your email marketing tool. Automatically adding new ChatBot leads to your email lists enables you to nurture leads through targeted email campaigns instantly—increasing engagement and conversions.

Add/update Mailchimp subscribers when ChatBot interactions are triggered

Add/update Mailchimp subscribers when ChatBot interactions are triggered
  • ChatBot logo
  • Mailchimp logo
ChatBot + Mailchimp

Create or update a contact in ActiveCampaign when you receive a new ChatBot message

Create or update a contact in ActiveCampaign when you receive a new ChatBot message
  • ChatBot logo
  • ActiveCampaign logo
ChatBot + ActiveCampaign

Create Klaviyo subscribers for new ChatBot messages

Create Klaviyo subscribers for new ChatBot messages
  • ChatBot logo
  • Klaviyo logo
ChatBot + Klaviyo

Streamline task management

Do you use project management tools to organize your team's to-do list? If so, you can simplify task management by automatically sending new tasks that come through ChatBot to your task management tool. 

This helps keep your team organized and ensures accountability. By streamlining your task management process, you gain back time to focus on actually getting the task done instead of organizing it. 

Create a new task in Asana when you get a new ChatBot message

Create a new task in Asana when you get a new ChatBot message
  • ChatBot logo
  • Asana logo
ChatBot + Asana

Create a new issue in Jira when you get a new ChatBot message

Create a new issue in Jira when you get a new ChatBot message
  • ChatBot logo
  • Jira Software Cloud logo
ChatBot + Jira Software Cloud

Create a new card in Trello when you recieve a new ChatBot message

Create a new card in Trello when you recieve a new ChatBot message
  • ChatBot logo
  • Trello logo
ChatBot + Trello

Keep track of ChatBot analytics 

Data is the key to improving your chatbot's performance. Automating analytics tracking lets you gather valuable insights into user interactions, conversation flows, and customer satisfaction. 

Create a Zap that connects your analytics or tracking tool with ChatBot—enabling you to measure success, identify areas for improvement, and refine your ChatBot strategy.

Create Google Sheets rows from new ChatBot messages

Create Google Sheets rows from new ChatBot messages
  • ChatBot logo
  • Google Sheets logo
ChatBot + Google Sheets

Track events in Mixpanel for new ChatBot messages

Track events in Mixpanel for new ChatBot messages
  • ChatBot logo
  • Mixpanel logo
ChatBot + Mixpanel

Get more out of ChatBot

By leveraging the power of automation, you can harness the full potential of ChatBot—driving customer engagement and unlocking new growth opportunities. Automation isn't just a time-saver but a game-changer, allowing you to focus on what matters most, building meaningful connections with your customers. 

Related reading:

  • 5 ways automation can help your customer support team

  • 4 ways customers benefit from support automation

  • How to use AI with automation using Zapier

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'