Tidio + VanillaSoft

Update VanillaSoft contacts when new Tidio bot-sent contacts are created

Streamline your communication with Tidio and VanillaSoft. With this workflow, whenever a new contact is received from a bot in your Tidio account, that information is sent straight to your VanillaSoft account, adding or updating the contact details. This process keeps your customer database updated effortlessly, allowing you to focus more on your business rather than manual data entry.

Streamline your communication with Tidio and VanillaSoft. With this workflow, whenever a new contact is received from a bot in your Tidio account, that information is sent straight to your VanillaSoft account, adding or updating the contact details. This process keeps your customer database updated effortlessly, allowing you to focus more on your business rather than manual data entry.

  1. When this happens...
    TidioTidio
    Contact Sent From Bot

    Triggers when a contact is sent from the chosen node in your bot.

    TriggerInstant
  2. automatically do this!
    VanillaSoftVanillaSoft
    Add/Update Contact

    Add or Update a Contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Send to Zapier NodeRequired

    Trigger
    Instant
    Try It
    • VanillaSoft Zap NameRequired

    • DescriptionRequired

    • VanillaSoft Project NameRequired

    • Email on Success

    • Email on ErrorRequired

    • Create New ContactsRequired

    • Flag New ContactsRequired

    • Route New Contacts as a First PriorityRequired

    • Delay Routing of New Contacts

    • Create Duplicates For Contacts That Share The Same Phone NumberRequired

    • Flag DuplicatesRequired

    • Error response for duplicate contact

    • Update existing contactsRequired

    • Update Key FieldRequired

    • Route Updated as a First PriorityRequired

    • Reopen and flag updated contacts (Recommended)Required

    Action
    Write
tidio logo
tidio logo

About Tidio

Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate with your customers.
Learn more

Related categories

  • Customer Support
vanillasoft logo
vanillasoft logo

About VanillaSoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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