Integrate your survey with Zapier

IN THIS ARTICLE

1. Why Integrate with Zapier
2. Triggers

3. Available actions

   1. Send Surveys
   2. Add reviews

1. Why integrate with Zapier?

Zapier connects 4000+ applications with each other by making abstraction of development work. Hence, anyone can connect these applications to Hello Customer to gather more insights!

More info: https://zapier.com/how-it-works

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2. Triggers

As surveys are mostly asked after a certain trigger has been initiated, we currently don’t have triggers defined in Hello Customer

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3. Available actions

3.a. Send Surveys

• Send a survey via e-mail to the person that was involved in the trigger.
  • Go to http://www.zapier.com/
  • Select the app you want to connect to Hello Customer

  

  
  • Select a trigger in the app you have chosen on which you want to have your survey sent. In the example, we want to send a survey after a new ticket has been created for the helpdesk in JIRA.

  

  
  • Click ‘Try it’
  • Connect your source app:

  

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    Connect Hello Customer. As you will be using the ‘ Send Survey’ action, you need to ensure that the touchpoint ID is a e-mail touchpoint.

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    Select the fields you would like to sync from your source application to Hello Customer:

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    Map the fields from your source application to Hello Customer for sending the survey:

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    Now you can test if your Zap is working:

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    If you’re happy, you can turn on your zap and you’re good to go!

    

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3.b. Add reviews

• Store a score + feedback answer from another survey tool in Hello Customer for analysis.
  • • Go to http://www.zapier.com/
    • Select the app you want to connect to Hello Customer
    • Select a trigger in the app you have chosen to collect the survey results in Hello Customer. In action, you select ‘All Customer Reviews’ this time:
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    • Connect your source app:
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      Connect Hello Customer. As you will be using the ‘ Add Customer Reviews’ action, you need to ensure that the touchpoint ID is an Ask Anywhere touchpoint.
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    • Select the fields you would like to sync from your source application to Hello Customer:
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    • Map the fields from your source application to Hello Customer for sending the survey:
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    • Now you can test if your Zap is working:
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    • If you’re happy, you can turn on your zap and you’re good to go!
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