What is a Zap?
A Zap – plural Zaps – refers to the automated execution of a task between two interacting services that are both integrated into Zapier.
This can include sending order notifications, updating shipping conditions, or handling inquiries about payment options.
Zaps can perform one-time tasks or be multi-step processes that support the entire sales journey – including all necessary customer messages to efficiently handle inquiries and ensure smooth operations.
What is Zapier and what does it do?
Zapier is a powerful software that automates recurring tasks between different applications, such as WhatsApp Business, your shop program, or your CRM.
A constantly growing number of apps and services allows you to optimize workflows and save resources in the long term with just a few commands in pre-built task fields.
Step 4 in the integration process involves connecting the WhatsApp Business API with Zapier. This allows you to set up automated messages, such as responses to frequently asked support questions or routing customers directly to their requests.
This integration enhances direct communication with customers, increases satisfaction, and helps guide prospects when they can’t find products or need support.
Automating recurring tasks and messages via Zapier with WhatsApp
Repetitive tasks like sending reminders for abandoned carts, payment confirmations, or payment reminders have so far consumed a lot of time from your accounting and support staff.
By linking Zapier with its integrated applications and WhatsApp, messages can be sent on time, and your employees can focus on creative, new tasks or on customer engagement through direct chat contact.
How Can Zapier Help Me Automate Workflows?
Zapier is easy to use once all integrations are complete and templates for all tasks are created. Errors are virtually eliminated, and the customer feels well cared for, even when receiving a pre-written message.
We at Chatarmin are happy to clarify the potential savings of this tool for your business and specific needs in a personal consultation. Thanks to our own platform, your workflow will noticeably improve if you let our Zapier and WhatsApp integration handle the sending of WhatsApp message templates.
The Zapier with WhatsApp Integration Explained Simply
In short: Zapier does not connect directly with WhatsApp but is managed through our Chatarmin platform. Your WhatsApp number is already stored there and can be used for WhatsApp messages via defined Zaps immediately after full integration.
Chatarmin is your central work interface where all automations and updates between Zapier and WhatsApp are managed. On this platform, you can optimize your processes and communicate efficiently with your contacts – whether for order confirmations, support, or anything else that drives your business forward.
Prerequisites for Integrating Zapier and WhatsApp
Alongside technical requirements and active accounts with Zapier, WhatsApp, and Chatarmin as the linking element, your company should also prepare by considering the following:
Which tasks can be automated?
What customer responses should be triggered by which incoming questions? Define specific WhatsApp message templates for your leads.
Which applications should be able to send automated WhatsApp messages?
Zapier allows many triggers for specific WhatsApp messages. Whether support tools or your CRM, your shop system or your social media presence – don’t forget that Instagram, Facebook, and Telegram can also bring in leads that can be greeted via Zap, for example.
Which Zap can verify the seamless function of your Zapier and WhatsApp integration?
Whether the Zap should initiate communication with a new lead or monitor a Zapier integration from Shopify or another platform – it depends entirely on your use case. Just remember: triggers may originate from a different app.
Zapier can save you time and improve your workflow once you fully utilize its capabilities. However, setting up all message templates and triggers can take time, and truly complex workflows may be challenging to map using multi-step Zaps.
The Many Features Supported by the Zapier WhatsApp Integration
Order and Shipment Notifications
With this solution, you can send messages directly to the customer's WhatsApp account, showing the current status of their order and notifying them when products they’re interested in are back in stock.
Send Payment Confirmations via WhatsApp from Zapier
Customers today are offered many different payment methods. Once payment is received, Zapier can trigger the automatic sending of a confirmation and subsequently notify the customer when their order has shipped.
Support Tickets and Assignment to Live Chat Agents in WhatsApp
Time is a key factor in successful customer engagement. With Zapier's ticketing system, response times for critical customer communication can be shortened.
Additionally, Zapier ensures that the right person in the WhatsApp chat is reached – the one with the necessary information to answer the customer’s question.
Register Contacts and Transfer Them to Spreadsheets or CRM Systems
New contacts can be generated via WhatsApp as a communication channel. All collected information can be transferred using Zaps into spreadsheets or CRM systems, where they can be processed further.
Request Reviews from Customers via WhatsApp Messages
Positive reviews, feedback, and testimonials help both online and offline efforts when introducing new support tools or conducting internal evaluations of customer needs, ultimately increasing customer loyalty.
What Other Integrations Result from Zapier and WhatsApp?
Zapier offers interfaces to a wide variety of apps and services. Thanks to this versatility, Zapier is frequently used as a foundation for automation and for creating WhatsApp message templates.
Naturally, Zapier’s connectivity allows even more use cases. Even incoming emails can be processed by Zapier and incorporated into automated workflows.
Here’s a clear summary of services you can use to improve your workflow:
Zapier and CRM
A Zap can be triggered by your CRM if you want to automatically send birthday wishes with a matching product offer to maintain customer relationships. The following CRMs can trigger not only WhatsApp messages but also emails to your customers:
- Pipedrive
- Omnisend
- Salesforce
- Klaviyo
- Emarsys
Zapier and E-Commerce or Shop Systems
Details about abandoned shopping carts are first found in your shop system, such as Shopify. By connecting it to Zapier and WhatsApp, the shop can trigger a reminder message about the incomplete purchase.
The variety of e-commerce integrations can be impressively summarized in this short list, as it covers all major platforms:
- Shopify
- WooCommerce
- Shopware
- JTL
Zapier and Support Services
In addition to managing the steps from ordering to shipping, automations via Zapier can save a significant amount of time in support.
Many customer inquiries can be answered quickly using Zap-triggered messages. Frequently asked questions can be handled simply through the app and automation.
These Zapier integrations support marketing and support:
- Freshdesk
- Gorgias
- Zendesk
Processes and information can be exchanged and triggered via integrations with accounting and inventory systems. Currently, Zapier claims to offer integrations with 5,000 to 7,000 apps from around the world.
Products from tech giants like Alphabet and Meta are included. Calendars can trigger a Zap, and if fitness is your thing, a Zap can even remind you of your workout routine.
Also check out our other WhatsApp integrations:
