You can integrate Chattermill with thousands of other apps via our Zapier integration. This is great for occasional integrations outside the ones built in. Popular use cases include:
Forward your Chattermill data to a CRM, Helpdesk, Project Management system, or chat app of choice.
Enrich Chattermill data with data from your CRM, your e-commerce provider, or your marketing automation platform.
Trigger events in your systems based on Chattermill metrics.
Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible.
Each Zap has one app as the **Trigger**, where your information comes from and which causes one or more **Actions** in other apps, where your data gets sent automatically.
Getting started
Zapier offers an intuitive UI and extensive documentation. You will need a Zapier account to get started. They offer a free tier.
Once you have an account, the only information you will need to start an integration is your API Key, which you can find here. One API key will cover all of your projects on Chattermill.
Zapier will prompt you to choose a project when you start an integration. It is important to get access to the right datasets on Chattermill. The project name will match what you see on the Project selector menu in the top left corner of the Chattermill app. If you are not sure, reach out to our Support team.
Route customer feedback from Chattermill to other apps
A popular use case is to route your customer feedback from Chattermill to other apps if it satisfies a specific set of criteria. You can already do this with Workflows, but if the destination you need is not listed, Zapier is a great workaround. For example, you might want to:
Open a ticket on Jira Helpdesk for responses mentioning bugs
Send feedback about design to #design channel on Teams
Open a Freshdesk ticket for detractors to close the loop
Automatically issue discount vouchers or apology notes to a specific set of issues by triggering a Hubspot campaign.
Record customer feedback on their record in Salesforce or another CRM.
And so on. If you are not sure about what can be done, we can always help.
For this use case, start with a New Response trigger, apply the criteria you want, and choose the right action for the destination integration. Zapier will automatically deduplicate your feedback between runs. You just need to make sure to map Chattermill data to the destination correctly. Here's a template you can use for inspiration.
Create a smart feedback digest
This use case is similar to the one above, but rather than sending responses individually, you are first grouping them and sending a digest. The digest can include feedback itself or be a smart summary using an app such as OpenAI. To accomplish this,
Start with a New Response trigger
Add a Digest by Zapier step that would periodically group responses (e.g. once a day)
(optionally) add a summarisation step using OpenAI
Send the digest (or summary) via email (Email by Zapier), Slack or Teams, or save it to your internal wiki (Notion, Confluence, etc).
Enrich Chattermill data
This is a more advanced use case where you want to add a richer set of variables to Chattermill for advanced CX Intelligence use cases. Popular choices are:
Enrich Chattermill feedback with user/account variables on Salesforce or another CRM.
Enrich Chattermill feedback with transactional data from Shopify or another e-commerce platform.
Enrich Chattermill feedback from data from your database or data warehouse.
To accomplish this, you will need the following flow:
Start with a New Chattermill Response Trigger
Then, use a Search Action step to find the right record in the system you want to integrate. For example, it could be Find Product action on Shopify. You will need some information to find a customer (e.g., an ID or Email) to be available on your Chattermill feedback.
Then, use the Update Response action on Chattermill. Here, make sure to use the ID from the first step.
You can use this template as inspiration.
Alternatively, enrichment can be triggered by an event on another tool. For example, you can enrich Chattermill feedback when a customer makes a subsequent order.
Create Responses on Chattermill from a new source
While we recommend using our native integrations for consistency and reliability, occasionally, you might want to send a small amount of new data into an existing dataset on Chattermill.
Popular use cases are:
Add new Typeform / SurveyMonkey / Alchemer / Delighted survey response into Chattermill.
Add ad hoc data from Google Sheets into Chattermill
To accomplish this,
Start with the app you want as a trigger
Use Create Response on the Chattermill Zapier app as an action.
Make sure you fill in the attributes required, including the attributes needed for deduplication (i.e., unique ID from the source).
Here's a simple template to get you started.