Setting up a Zap for Chatbots

Setting up a Zap can help automate your workflows by connecting your Chatbots and Routing Forms with other applications. Follow the instructions below to set up your Zap efficiently:

---

Saving Chatbot data to a Contact

To ensure your visitor’s data is passed to Zapier, you must first map each Interaction to a specific Contact field. Follow these steps to configure it properly:

Step 1: Access the Flow Builder

• Open the Chatbots Lobby by using the left-hand navigation.
• Edit the relevant Chatbot and navigate to the Flow Builder tab.

Step 2: Save the Data to a Contact Field

• Select the specific Interaction you want to map.
• In the panel on the right:
  • Choose the option to save the data In the conversation and as a contact field.
  • Select the appropriate contact field from the dropdown menu for storing the data.

By completing these steps, your visitors’ data will be properly mapped and ready to flow into Zapier for seamless automation.

---

Setting up the Zap

After mapping your data in OnceHub, follow these steps to create a Zap that retrieves the correct contact when a visitor engages with you.

Step 1: Open the Zapier pop-up

1. Navigate to Zapier Settings:
   1. Click the gear icon located in the top-right corner of the page.
   2. Select Account Integrations from the dropdown menu.
   3. Filter for Automation.
   4. Click on the Zapier tile.
2. Initiate Zap Creation:
   1. Go to the Add Zaps section.
   2. Search for the application with which you want to create a Zap.

Step 2: Choose a Template

1. A list of Zapier templates will appear below. Select the one that best fits your needs.
2. Click Add Zap to use your chosen template.

Step 3: Configure the Trigger Step

1. Confirm the Trigger event and OnceHub account that should be used.
   • For example, you can use the Conversation Closed trigger to have the Zap trigger whenever a visitor is finished engaging with a Routing Form.
2. Complete the test step to ensure the trigger functions correctly.

Step 4: Add a New Zap Step

1. In the flowchart, click on the + (Add step) button to introduce a new step.
2. Choose OnceHub from the list of applications.

Step 5: Add the Find Contact Action

1. Select Find Contact from the Action event dropdown.
2. Click Continue to proceed to the Configure step .
3. Select Contact ID from the Find Contact by dropdown.
4. Click the + and select Conversation Contact for the Value field.
5. Complete the test step to verify the action.

Step 6: Mapping Data in the Final Action

1. In the Action for the app where you’re sending the contact data, go to its Configure step .
2. Add values to any fields you need by clicking the +.
3. Select Find Contact in OnceHub, then map the data to the corresponding OnceHub contact fields.

Completion

By following these steps, you’ll successfully connect your Chatbots so that you can use the retrieved contact data to streamline your workflows in Zapier.