![]() ![]() Then select the Checkpoint you want this trigger to listen to. Test: Data generated via local testing (Preview)) on BotStar.Live: Data generated by real users from live platforms. ![]() There are two types of Environment you can choose: You can also select from an existing account.Īfter connecting with the bot, click Continue. All your bots will show up here, choose one of your chatbots, and click Connect. Step 2: Click + Add a new account to create a new one (If you don't have an existing account). ![]() Then choose a Zap Template Create or Update Copper leads from new BotStar checkpoint records and click Use this Zap. Step 1: Go to Bot Builder > Integrations > enable Zapier. #Expected resultĪfter the successful integration, data in the Copper app is updated whenever a user types in the information. Zap Templates are the fastest way for you to automate workflows. This tutorial will guide you to use prebuilt Zap Template: "Create or Update Copper leads from new BotStar checkpoint records". If you don’t know much about this feature, learn more about Checkpoint before continuing on this tutorial. The idea is to collect data about a deal submitted by your users to Checkpoint records, before transferring automatically to Copper. In this tutorial, we will guide you step-by-step on how to transfer data from your BotStar chatbot to Copper. If you don’t know much about this feature, please learn more about User Attribute. To check the information that is saved by "Update User Attributes" action, click Reports & Insights > Audience. When the conversation with customers goes through the "Update User Attributes" action, users' information is automatically updated. #Set up actions in BotStar #Set up User Attributesĭrag and drop the "Update User Attributes" action into the Flow Editor and customize this action. Note: This tutorial assumes that you already have a BotStar account, Zapier account, Integromat account, and Copper account. Every time a trigger runs or an action performs a task, it is considered one operation. Integromat works by linking together your BotStar App and Copper by their corresponding modules to create a scenario that will transfer and transform your data automatically for you. Action is the event that completes a Zap. The trigger is the event in an app that starts the Zap. Zapier can create automation between apps by using Triggers and Actions. As shown in the diagram above, when a BotStar bot receives user input: The diagram shows how integration apps work when integrating BotStar and CRM systems (Customer Relationship Management). Below is the diagram explaining how we can do it: In just a few minutes and without coding, Zapier/Integromat will support you to connect BotStar and Copper easily. For more information, please see Zapier and Integromat before continuing this tutorial. There are two integration hubs to connect BotStar and Copper to create leads through:īotStar application currently supports these following Triggers: New Checkpoint Record, New Subscriber, Updated User Attribute, New Request for Human Takeover, New Tag on User. This tutorial will show you how to integrate your BotStar chatbot with the Copper app. It helps businesses and teams thrive in the relationship era. Copper does the busy work for you, so you can spend time fostering and growing relationships, not managing data. Copper, formerly known as ProsperWorks, is a productivity-first CRM tool available natively within Gmail. ![]()
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