Leveraging the Zapier and 1:1 Integration

Before getting started, we wanted to showcase different use cases for Zapier and One to One.

Most popular platforms to connect to

Email

• Klaviyo
• Mailchimp

CRM

• Salesforce
• Hubspot

What types of information should I gather from a One to One conversation?

1. Name
2. Email
3. Chat history
4. Agent notes

Information Use Cases:

1. Klaviyo email automation: Send follow up emails after conversations happen or for those conversations that are missed.
2. CRM system integration: Identify and update visitor information based on the conversation and agent notes.

Create a Zapier Flow to Collect User Names

In this example, we showcase the steps to set up a Zap to collect user name.

Step #1

Click + create to create a new Zap.

Step #2

Select the Firework app for the first node. Choose an event being a "Conversation Started" or "Conversation Ended".

Step #3

Under Test, you can then set the result of the event, in this case receiving the email address of the customer. Be sure to save your changes.

Step #4

Next, connect your CRM in the next node. Complete your details needed to receive the email and share from a one to one conversation. Be sure to save your changes.

Step #5

Add a spreadsheet node to collect.

Step #6

Then we are sending the information back into your Firework One to One dashboard. Select Get User Information.

Step #7

Under Action, map these back to your CRM. Then save.

Create a Zapier Flow to Add Conversation Notes

Step #1

Setup a new Zap. Select Conversation Ended under the Firework app.

Step #2

For the second node, select your CRM and select Find Record to find the customer information.

Step #3

For the third node, choose create note. This will set the one to one chat summary to be sent to your CRM under that customer record.