Zapier

The Zapier Integration connects Zipchat AI with over 2,000 apps, including Klaviyo, Shopify, Salesforce, and HubSpot, enabling seamless automation for your marketing, sales, and customer management processes.

How to Set Up Zapier with Zipchat

1. Create or Log In to Zapier

   • New to Zapier? Create an account.

   • Already have one? Log in to start automating.

2. Install the Zipchat App

   • Install the Zipchat app on Zapier via the provided link to enable data flow between Zipchat and other apps.

3. Authenticate with Credentials

   • Enter the credentials from your Zipchat account to securely link it with Zapier and allow data transfer.

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Use Cases for Zapier Integration

1. Lead Collection to CRM

   • Scenario: Automatically send leads collected by Zipchat to your CRM (e.g., Salesforce).

   • Workflow Example:

     • Zipchat captures a lead.

     • Zapier adds it to your CRM, assigns it to a sales rep, and triggers a follow-up email campaign.

2. Marketing Automation

   • Scenario: Push customer preferences and contact details to your marketing platform (e.g., Klaviyo, Mailchimp).

   • Workflow Example:

     • Zipchat captures interest in a product category.

     • Zapier sends this data to Klaviyo, triggering a personalized email campaign for that category.