Zapier
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Connect YesHello to Zapier and unlock the possibilities of 5000+ integrations.
You can integrate your Contact information from the YesHello platform to thousands of CRMs, email providers, CMS, analytics tools, ads, and more. Let's have a quick look at this integration.
In order to get started with the YesHello - Zapier Integration, you will need the following:
A YesHello account
A Zapier account
For most Zaps, you’ll need to use a contact identifier, either email or phone number. If you don't have a record of a Contact’s email or phone number in respond.io, you may not be able to complete a Zap.
There are two ways you can create Zaps:
Create a Zap from template
Create a Zap from scratch
Create a Zap from Template
Templates are pre-built Zaps. We have templates available connecting YesHello to popular CRM and e-commerce platforms. To use a Zap template, choose from the list of YesHello templates here and click Try It.
To create a Zap from scratch, follow the steps below:
In your Zapier Account, hover over the left sidebar menu and click + Create Zap.
Choose your trigger app: The Zap will be triggered by an event that occurs in this app.If you’re using YesHello as the trigger, search respond.io in the search bar and select respond.io app.
Select your event: This will be the event that occurs in the selected app that triggers the Zap.View the full list of trigger events available for respond.io here.
Select or connect your app account: Select or connect the specific app account to use in the Zap trigger.To connect YesHello in Zapier, follow the instructions here.
Set up and test your trigger: Set up the options to fit your needs and test your trigger to see if it pulls in the right data.
Learn more about setting up your Zap trigger here.
Choose your action app: The Zap will perform an action in this app when it is triggered.If you’re using YesHello for the action, search respond.io in the search bar and select respond.io app.
Select your event: This will be the event that the Zap performs in the selected app when it is triggered.View the full list of action events available for respond.io here.
Select or connect your app account: Select or connect the specific app account to use in the Zap action.To connect YesHello in Zapier, follow the instructions here.
Set up and test your trigger: Set up the data that you want to send over to your action app and test to see if it's working as expected.
Learn more about setting up your Zap action here.
When your Zap is ready, give your Zap a name and click Publish.
Zaps are not limited to a single action, learn how to further customize your Zaps here.
When connecting YesHello in Zapier for the first time, you are required to sign in and add an API Key. You can obtain the API Key in YesHello platform settings as shown in the steps below.
Log in to the YesHello Workspace you wish to connect and navigate to the Settings module > Integrations under the Workspace Settings > Click Connect next to Zapier. You will be navigated to the Zapier page in YesHello.
Step 2: Obtain the API Key
To copy the API Key, unhide and click on the API Key.
Step 3: Connect your YesHello Account
On Zapier, click Sign in to open a pop up.
Paste the API Key in the pop up and click Yes, Continue to connect YesHello app in Zapier.
You will only need to do this for your first Zap with YesHello. For all following Zaps, you can simply choose your connected account from the dropdown in the Zap setup.
Your Zap or other integration with the Bearer Token is likely asking for or sending information to the app too frequently within a given timeframe.
You will encounter this error if you have provided more than the allowed pagination limit. The limit per page is 100.
A popular use case for integrations is syncing Contacts. However, Zapier does not support syncing by default and attempting to do this may cause an endless loop.
Example:
Zap 1: When a Contact is created in YesHello, create a Contact in X app.
Zap 2: When a Contact is created in X app, create a Contact in respond.io.
Find the solution for this here.
Certain apps that you may want to integrate with (e.g., HubSpot and Shopify) require an email address or phone number to identify a Contact. You may not have these for all your respond.io Contacts if they’re on channels that do not provide them such as Viber, Telegram or Facebook Messenger.
If you do not have the required email address or phone number, the Zap will not work. Set up a filter to avoid getting error messages. Alternatively, consider using Workflows to collect Contacts’ email addresses or phone numbers.
All messages that are sent via Zapier will not open a Contact's conversation. These messages are available in the closed Contact filter. Simply adjust the filter in the Messages module to view the messages sent via Zapier.
To mention a user in a comment on Make.com, use the format $userid$ rather than @userid.
If you have a question, feel free to contact our support team here
