Connect your smartloop bot third-party services.
# Zapier Integration
Connect your Smartloop Bot with Zapier to export your subscribers to google sheets, mailchimp, or save to CRM and keep your users posted on new updates about your producct or service.
There are two ways you can integrate with Zapier:
- Export your subscribers via the "Send to Zapier" plugin
- Send notification to a subscriber for status updates, offer coupon or promotions.
Here, we will cover a basic flow on how you can export subscribers to a google sheet and then send a confirmation back to demonstrate the integration and setup
The very first step, while in the conversation builder, add the "Send to Zapier" plugin to a block in order to trigger the event.
Next, go to Zaiper and create a new zap as shown here:
Select "New Zap Event" from the options and click "continue"
Click "Sign in to Smartloop", this will bring up the auth dialog and choose the bot you want to connect.
For this demo, I will select
Promotions Bot (created from a default template)
To test your trigger, you will need to reach to the conversation block containtaing the "Zap Event" plugin in your bot to trigger the event and once completed click on "Test Trigger"
Continue to complete the step.
Create a "Google sheets" step, to create a spreadsheet row, every time a new event is raised.
Map the fields you want to capture, in this demo we are just capturing the user_id and active attributes from the event:
We can turn on the zap at this step, however, we going to add an additional step that will send a notification to the user as a confirmation
Select "Send Notification" as an action event:
Next, create a map to the
user_id we captured in step one:
Test and confirm that you have recevied the test event
Turn on the zap.
At this point you have successfully configured your zap using smartloop conversation builder.
Please reach out to email@example.com, if you have questions or can't get through the steps and we will be happy to help you.
# Dashbot Integration
Dashbot provides comprehensive, conversational analytics to understand your subscribers and pin-point pitfalls.
Below are the steps to configure and integrate Dashbot with Smartloop:
First, go to https://reports.dashbot.io/ and sign up with your credentials.
Follow the instructions to register your bot:
Copy the API Key from Step 2 and store it in a safe place to use in the next step.
Go to Configure-> Integrations Click on the "Dashbot" link:
This will bring up the configure modal, paste the API key you have copied eariler into the input box:
Click Connect and you are all set!