Zapier lets you connect Cliengo to 1,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
Zapier allows you to integrate thousands of CRMs and applications, to which you can export or import your Leads from or to Cliengo. We recommend that you look for your CRM or application in this link to see if it is compatible with Zapier
Cliengo is on Zapier app's directory, which will make it incredibly easy to send your Cliengo customers information to any other web aplication service and/or create a new contact in Cliengo from any other information source available in Zapier.
How do I connect Cliengo to Zapier?
- Log in to your Zapier account or create a new one.
- Navigate to "Connected Accounts" from the top menu bar.
- Now click on "Connect new account" and search for "Cliengo"
- Use your credentials to connect your Cliengo account to Zapier.
- Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
- Need inspiration? See everything that's possible with Cliengo and Zapier.
Creating 'ZAPs' in Zapier
An automation between two apps is called a Zap in Zapier. Therefore, in order to create an integration between Cliengo and other service, we must create a Zap.
Each Zap has one app as the **Trigger**, where your information comes from and which causes one or more **Actions** in other apps, where your data gets sent automatically.
In this tutorial we will show an automation between Cliengo and Google Sheets as an example.
In this case, we will want to import the Cliengo contacts information into a Google Sheets spreadsheet automatically, so Cliengo will act as the trigger and Google Sheets as the action.
To create a Zap, please follow the steps detailed above to create a Zapier account and connecting your Cliengo account. Once you are done, you can click on the 'Make a Zap!' button as it shows in the image below.
You'll then see the following screen that allows you configure the zap, name it and define the triggers and actions. For every trigger and action you must choose a single application for the data source and destination respectively.
Firstly, give your zap a name. You can write it in the text box located at the top left of the screen.
In order to configura a trigger and an action you must follow these steps:
1. Select the app you want to act as trigger from the app menu. In this case, Cliengo will act as the information source app so we will choose Cliengo.
2. Choose a trigger: this will be the event that is programmed to do a certain task, like obtain the information. For Cliengo, the trigger will be New Customer, that is, the automation will be triggered every time Cliengo gets a new customer.
3. Select or create an account. You need to give Zapier permission to access the source app and obtain the desired information for the automation to work. For Cliengo, the requirements are your account credentials and the Cliengo API Key. If you have previously connected your Cliengo account to Zapier, then you will only need the API Key. (*) Once you have connected your account, click on Save + Continue.
4. Now, you will be prompted to specify a website. This is optional and should only be used if you want to bring in customer information from a specific website, then make sure to map the website field to the website of your choice. Otherwise, you can leave that field blank and click on "Continue" .
5. Test your zap: a test run will be done for this event to make sure that Zapier is bringing in the information correctly. For this to happen, your Cliengo account must have at least one new customer in its database for the test to work. If the test is successful, Zapier will show a success message and you will be ready to configure your action.
(*) Obtaining your API Key
Go to Chatbots - Integrations in your Cliengo account and select the API Option. There, you will find the API Key.
Now that you have successfully created the trigger part of your zap you must proceed to the action part. On the previous screen, if you hit continue, Zapier will walk you through the steps to create the action.
1. From the select menu, choose the action app. In this example we will choose Google sheets.
NOTE: No matter the application you choose, the Zap steps will be very similar. Only the fields that you will choose to map will vary from Zap to Zap.
2. Select the action: Each of the available apps has a list of action availables, that is the certain task that can be performed after the Zap trigger is activated. For instance, Google Sheets has several options available, like creating a new row, updating a new row. In this exercise, we will select "Create a new row" as our action.
This means that for every new customer that is generated by the Cliengo chatbot, we want its contact information to be updated as a new row in a Google Sheets worksheet.
3 . Connect an Account: As we did in the trigger section, we must connect our account and give the credentials to Zapier so that it can bring the desired information into the app. In this case, you would have to connect your Google account and you can also test if the connection has been done correctly.
4. Set up the fields of the action: in this example we need to set up a Google Sheets spreadsheet and a row. For that we must specify the spreadsheet and worksheet we want to update every time Cliengo creates a new customer.
5. Edit template: We must configure the action template and map the fields that want to be replicated from Cliengo to our worksheet every time a new customer is created. Zapier will use the information from one of your Cliengo customers as an example to fill in the different fields as you map them.
6. Test the action: you can send a test to Zapier to make sure everything is mapped correctly. Zapier will do a test run for your action (in this case a test row) in the specified spreadsheet.
If the test is successful, Zapier will show a success message and you will see a new row will be created in the specified spreadsheet with the contact detail information from Cliengo as we have specified.
7. Once we are done testing, we can click on 'Finish' and we will get a message from Zapier letting us know that the Zap is now working correctly. If you haven't named your Zap previously, Zapier will also prompt you to do so in this step. You will also need to manually activate it as shown below for it to work.
8. Once the Zap is active, Zapier will look periodically to check if there are new customers generated in Cliengo. If that is the case, then their contact information will be updated in a Google Sheets spreadsheet row.
Zapier has a free plan that allows you to create up to 5 different zaps free of charge. The free plan doesn't allow connecting premium apps and you can only create zaps that contain one action. .