Last updated: 02 June 2021 

Outbound integrations allow you to export data collected by the chatbot into an external piece of software. Outbound integrations are often used to:

  • Collect user information and create a lead into an external CRM.

  • Collect user feedback and create a ticket in an external ticketing system.

  • Collect and update customer details into an external database.

And more.

Step 1: Ensure you have an active integration

Head to Integrations and make sure your integration is properly set up.

Your integration should have:

  • A base URL

  • An authorization method

  • Relevant headers

  • At least one endpoint

  • Variables inside its endpoint's keys and values

Step 2: Ensure you are capturing information

You will use variables to collect data from the users, then push this data through your outbound integration.

Before you tie your integration into a conversation, make sure your conversation is capturing the data you need.

Go to Builder.

Click View on the conversation you want to use.

At a glance, see if variables are being populated in the transition between conversation steps. You can tell by the lightning icons between the steps.

If you're not currently populating variables in transitions, click the Options button of every step.

Head to Transitions

Under Save variables, use the dropdown to associate a variable to the step.

Hit Save.

Step 3: Tie your outbound integration

Now that you have an integration and a conversation set up, you can tie your outbound integration.

Go to Builder.

Click View on the conversation you want to use.

At the last step, click Options

Though outbound integrations tend to happen at the last step of a conversation, this is not a requirement. You can create an outbound integration at any point within a conversation.

In the panel, go to Integrations and click Add integration.

Using the first dropdown, select your integration.

In the second dropdown, select your endpoint.

Hit Save.