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Integrating Hilos with Slack via Zapier allows you to send support notifications directly to a Slack channel. This can help you streamline your support process by ensuring that customer queries are promptly addressed. In this guide, we will show you how to create a basic flow that sends a customer’s question, their name, and their phone number to Zapier, and then uses Zapier to send this information to a Slack channel called #support.

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Step-by-Step Guide to Creating Slack Support Notifications

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Step 1: Create a New Zap in Zapier

  1. Log in to Your Zapier Account:
    • Go to Zapier and log in to your account.
  2. Create a New Zap:
    • Click on + Create Zap to start creating a new Zap.

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Step 2: Set Up the Trigger

  1. Choose Webhooks by Zapier as the Trigger App:
    • In the “Choose App & Event” section, search for and select “Webhooks by Zapier.”
    • Choose the “Catch Hook” trigger event.
  2. Copy the Webhook URL:
    • Zapier will provide you with a unique webhook URL. Copy this URL as you will need it in the next steps.

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Step 3: Configure Hilos to Send Data to Zapier

  1. Go to Hilos Flows:
    • Navigate to Flows in your Hilos account.
    • Select the flow you wish to integrate with Zapier.
  2. Add a Connect API Step:
    • Click on the + button to add a new step.
    • Select “Connect API” from the list of step types.
  3. Configure the Connect API Step:
    • Set the method to POST.
    • Paste the webhook URL you copied from Zapier into the URL field.
    • Set the content type to JSON.
    • Add an object with the properties you wish to send to Zapier. For the first time, hard code the values and test it to see if you receive the data in Zapier correctly. Afterwards, you may replace it with the variables you wish to use.
{
  "question": "{{step.ask_a_question}}",
  "customer_name": "{{contact.first_name}}",
  "phone": "{{contact.phone}}"
}

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Step 4: Set Up the Action in Zapier

  1. Choose the Action App:
    • In Zapier, choose “Slack” as the action app.
  2. Select the Action Event:
    • Select the “Send Channel Message” action.
  3. Configure the Slack Action:
    • Choose the Slack account and the #support channel where you want to send the message.
    • Map the fields with the data received from the webhook. Use the data received in the webhook to populate the message fields in Slack. For example: 
      New support request received:
- Question: {{question}}
- Customer Name: {{customer_name}}
- Phone: {{phone}}

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Example Flow Structure

Your flow in Hilos should now have the following structure:
  1. Trigger: Any incoming message or specific event.
  2. Question Step: Ask the user for relevant information (e.g., issue details).
  3. Connect API Step: Send the data to Zapier using the webhook URL.

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Final Steps

  1. Test the Integration:
    • Send a test message or trigger the event to ensure the data is received correctly in Zapier and the support notification is sent to Slack.
  2. Monitor and Optimize:
    • Monitor the performance of your integration and make adjustments as needed to ensure a smooth support process.

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Conclusion

Integrating Hilos with Slack via Zapier allows you to automate support notifications, ensuring that customer queries are promptly addressed. By following the steps outlined above, you can set up a fully automated support notification process that will streamline your support operations and improve customer satisfaction. Start integrating Hilos with Slack today and take your support process to the next level!