Zapier Integration

The Echo Global Zapier Integration provides a way to push or pull certain information from Echo into another Application that you may be using.

1 minute read

About

The Echo Global Zapier Integration provides a way to push or pull certain information from Echo into another Application that you may be using. Zapier integrates with hundreds of other Applications so Echo's Zapier Integration opens up flexibility to you and your team.

If you have not already joined the Echo Global zapier, click here to add Echo Global to your Zapier apps. https://zapier.com/developer/public-invite/128669/3ba59e7c32621556610fee00770f5812/

Triggers:

Triggers are subscription based and are calls made from Echo to Zapier. When the specified objects that match your fields are created or updated, the new or updated object is posted.

  • Conversation

Fields: Sources, Flags

*A conversation is posted when it is completed and its outcome is submitted.

  • Audience Member

Fields: Audiences

Actions:

Actions are calls made from Zapier to Echo. An action can update/create a record or get a list of records in return.

  • Audience Member (Create/Update)

Fields: Name, Email, Phone, Audience, ID

  • Conversations Report (Fetch)

Fields: Start At, End At

*All closed conversations with an outcome that were closed between the start at and end at date will be returned

  • Clients Report

Fields: Name, Email, Phone, City, State, Zip, Country, Gender, Religion, Age Range, Language

*Name, Email and Phone match any part of the value; the other fields must match exactly (not case sensitive). Only clients updated recently are returned: within the last 2 hours, 25 hours or 31 days, depending on the update frequency the Zap uses.

Did this answer your question?

  1. Chat Website Integration

    If you would like to have live chat (synchronous chat) on your website that you can respond to and manage within Echo, you can do so through Echo Chat Websites.

  2. Conversation Triggers

    A conversation trigger posts to a web address of your choosing when a conversation is closed with a particular outcome, so another system can pick up the follow-up.

  3. Echo Web Contacts Integration

    Echo's Web Contacts Integration allows you to send messages to Echo and start conversations.

  4. Echo Wufoo Integration

    Echo's Wufoo Integration allows you to send messages to Echo and start conversations from Wufoo web forms.

Still stuck?

Send us your Echo address and a screenshot of what you are seeing, and it goes to somebody who can look at your account.