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        • Custom Order Tracking API integration
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  • How to Set Up Zapier with Zipchat
  • Use Cases for Zapier Integration
  1. Installation and Setup
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Zapier

PreviousIntegrationsNextCustom Order Tracking API integration

Last updated 5 months ago

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

    • Already have one? Log in to start automating.

  2. Install the Zipchat App

  3. Authenticate with Credentials

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


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.

New to Zapier?

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

Create an account.
the provided link