Getting Started with Zapier Integration
Connect your AI Chat For Business account with 5,000+ apps through Zapier.
Requirements
How to Connect
What You Can Automate
Once connected, you can:
Disconnecting
To disconnect Zapier:
Note: Disconnecting will stop all active Zaps from working.
Connect your AI Chat For Business account with 5,000+ apps through Zapier.
Requirements
- Growth or Professional subscription plan
- A Zapier account (free or paid)
How to Connect
- Go to Settings > Integrations in your dashboard
- Click on the Zapier tab
- Click Connect to Zapier button
- You'll be redirected to Zapier to authorize the connection
- Grant the requested permissions
- Return to your dashboard to confirm the connection
What You Can Automate
Once connected, you can:
- Trigger workflows when conversations start, contacts are created, or handoffs are requested
- Send data to other apps like CRMs, email marketing tools, and spreadsheets
- Create contacts from other apps automatically
Disconnecting
To disconnect Zapier:
- Go to Settings > Integrations > Zapier
- Click the Disconnect button
- Confirm the disconnection
Note: Disconnecting will stop all active Zaps from working.