The integration with Zapier simplifies the connection of applications used with Zenvia Customer Cloud, enabling task automation and facilitating contact management. Zapier operates through events called "Zaps." 

A Zap or event is an action performed by an application configured to impact another. Before proceeding, ensure that the desired application allows connection through Zenvia Customer Cloud.

⚠️ Attention: This functionality is available only for users with the profiles of Operator and Admin.

Installation

To integrate Zapier with our solution, follow the steps below:

1. Access Customer Service > Integrations;

2. Click on the + button in the bottom right corner;

3. Type Zapier in the search bar;

4. Choose an assignment group;

5. Press Assign > Install.

Done! From now on, contacts created by Zapier will be available to users in this chosen group.

Advanced Settings

On the Zapier Integrations screen, you can perform the following advanced settings:

Act as: Choose a bot or team member to act as a user and record actions in their name. This does not imply attributing contacts to the bot.

API Key: Copy the API Key to connect your Zapier account to Zenvia Customer Cloud.

Override source: By default, the source of incoming contacts is "Zapier." If you want to change it, enter the new name in the text box. You have the option to apply it to existing contacts as well.

Priority: By default, the priority is 1. Enter a higher number for Zapier contacts to have lower priority than others.

Add Distribution Rule: If no rule is configured, the integration will follow the default rule of the group.

View generated contacts: See all contacts created by this integration.

Delete app: You can delete the app anytime you want.

Done! The integration settings have been completed.