Integrate your survey with Zapier

    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.

      • 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:

      • 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.

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

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

      • Now you can test if your Zap is working:

      • 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:
          • Connect your source app:
          • 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.
          • Select the fields you would like to sync from your source application to Hello Customer:
          • Map the fields from your source application to Hello Customer for sending the survey:
          • Now you can test if your Zap is working:
          • If you’re happy, you can turn on your zap and you’re good to go!

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