Zapier integration guide

NOTE: This help article is intended for customers on our self-serve level of service. If you are an Olark Pro customer, your integration likely will work differently. Please reach out to [email protected] for help with setting up your integration.

With the Olark and Zapier integration, you can create a workflow called a “zap” that takes information from Olark and automatically transfers it to one of over 2,000 apps. A few examples:

• Archive Olark transcripts in Google Sheets
• Create or update ActiveCampaign contacts for new Olark messages
• Add tasks on Asana for new transcripts on Olark

This integration requires a Zapier account (the Basic plan is free).

Connection steps

Create a Zap in Zapier

• Start by logging in or creating a new Zapier account
• ‍Click on the + Create button and make a new Zap
• Choose Olark as the app
• Select either New Message or New Transcript as the Trigger event, based on the data you want to use in your zap.
• Click Continue to set up a Webhook URL, and copy the URL.

Set up the Webhook in Olark

• Log into your Olark account
• Visit Integrations > Webhooks‍
• Under Connect a Webhook, paste the Webhook URL into the URL to post to box
• ‍Check the first three checkboxes to send transcripts automatically, send offline messages and all events.
• Click Save
• ‍Click Send a Test

Finish the configuration in Zapier

• Return to Zapier
• Click the Test Trigger button to see sample data and validate that your webhook is set up correctly
• Select the App Event you want to happen when the Olark trigger happens. This could be anything of the apps available in a search, like Google Sheets or Asana.
• Select the desired app to connect, then the desired action to take (for example, Create Spreadsheet Row or Attach File).
• If needed, sign into the desired app/account to sync.
• Customize the information you wish to sync.
• Click Continue
• ‍Now, click Test & Continue. As long as everything is working, you can turn the zap on

Complete a live test

To do a live test, head to your website and start a test chat. Look into the 3rd party account that you’ve connected via Zapier to see if it’s updating the way you want it to.

Congratulations, you’ve just created a Zapier integration!