What is respond.io?
Setting Up an Account
Inviting Your Teammates
Getting Contacts to Message You
Automated Welcome and Away Messages
Responding to Messages
Glossary of Terms
WhatsApp Cloud API
WhatsApp Message Templates
Website Chat Widget
Website Chat Widget Overview
Install Website Chat Widget on WordPress
Install Website Chat Widget on Shopify
Install Website Chat Widget on Wix
Install Website Chat Widget on Joomla
Install Website Chat Widget on Squarespace
Dashboard & Reporting
Managing a Workspace
Workspace Settings: General
Workspace Settings: Users
Workspace Settings: Teams
Workspace Settings: Channels
Workspace Settings: Contact Fields
Workspace Settings: Integrations
Workspace Settings: Closing Notes
Workspace Settings: Snippets
Workspace Settings: Files
Workspace Settings: Data Export
Workspace Settings: Data Import
Organization Settings: General
Organization Settings: Users
Organization Settings: Workspaces
Organization Settings: Billing & Usage
Support Use Cases
Inbound Support: Identify Contacts by Email and Phone Number
Inbound Support: Enrich Customer Data from a CRM or other Business Software
Inbound Support: Route Customers to the Right Team Automatically
Inbound Support: Auto-Assign Customers to a Team or Dedicated Agent
Send Outbound Support Messages
Support: Closing Conversations
Use respond.io to Create Tickets in External Ticketing Systems
Supervising Your Support Agents
Reporting for Support
Sales Use Cases
Inbound Sales: Collect Leads' Email and Phone Number
Inbound Sales: Enrich Contact Data and Qualify Leads
Inbound Sales: Routing Leads
Inbound Sales: Auto-Assign Leads to Sales Agents
Sending Outbound Sales Messages
Track Productivity by Closing Conversations
Using respond.io to Create Deals in a CRM
Supervising Sales Agents
Reporting for Sales
Dialogflow: Connecting to Dialogflow
Dialogflow: Creating a Chatbot
Dialogflow: Managing Intents
Dialogflow: Response Templates
Dialogflow: Custom Payloads
Dialogflow: Fulfillment Webhook Request
Getting Started with the Reseller Program
White-label Platform Appearance
White-label Custom Domain Name
Table of Contents
Updated by JQ Lee
We are thrilled to announce our Zapier integration! Now you can integrate your Contact Information from the respond.io platform to thousands of CRMs, email providers, CMS, analytics tools, ads, etc. Let's have a quick look at this integration.
In order to get started with the respond.io - Zapier Integration, you will need the following:
- A respond.io account
- A Zapier account
Step 1: Create a Zap
Log in to your Zapier Account and click on MAKE A ZAP.
Step 2: Select an app
Search for respond.io and select it as the triggering app.
Step 3: Select a Trigger
Trigger is an event that will activate your Zap. Currently, we provide 2 types of triggers on Zapier:
- New Contact
The trigger will be activated when a new contact is created. When this trigger is activated, it will then execute the action specified in the corresponding Zap.
Example: When a new contact is created on respond.io, add this person's data to a Google Sheet.
- New or Updated Custom Field
The trigger will be activated when a custom field of your choice is added or updated. This can be useful when you want to pass contact information to CRMs or any type of tool that requires a unique identifier (like an email address).
Example: When an email address is added to a respond.io contact, subscribe this person to a Mailchimp list.
Step 4: Obtain Authentication Token
Log in to the respond.io space you wish to connect and navigate to the Settings Module. Click on the Integrations section. Click the blue Connect button next to Zapier and to connect with Zapier. You will be prompted with a dialog with the Authentication Token.
Step 5: Connect your respond.io Account
At Zapier, proceed with Connect an Account and you will be prompted for a respond.io Authentication Token. Paste the token from respond.io and you have successfully connected Zapier to respond.io.
Step 6: Finishing your Zap's Trigger
If you select New or Updated Custom Field as the trigger event, you will need to specify which custom field will be triggering this Zap. By default, you will see Email and Phone in the dropdown list. If you have created other custom fields on respond.io, they will appear in this list too.
Step 7: Review your Zap
You can review your Zap trigger by viewing a sample of a respond.io contact. This way, you can make sure the Zap works as what is expected.
Step 8: Setup the automation
All you need to complete this Zap is configuring your automation. Choose an app and action to be done for the automation.
Step 9: Test the Zap
Once you have done, test the Zap and make sure it executes as intended.