1.Detect incoming chat or bot handoff
Integrate Tidio and messaging tools to detect incoming chat or bot handoff to trigger downstream ticket and list actions.
Add chat leads to marketing list and create ticket
Automatically monitor incoming chat or bot handoff across Tidio and Klaviyo. Create and update when chat qualifies—so you can send ticket emails, filter consented chats, and add subscribers to marketing lists without manual triage.
How this automation converts chat leads to marketing subscribers
When incoming chat or bot handoff arrives in Tidio, support work can get delayed and marketing follow-up can miss the window. This automation sends ticket emails, filters qualifying chats, and updates Klaviyo lists—so your team can act fast and reach contacts.
Tidioor swap with your favorite app
2.Sends formatted ticket email
Integrate Gmail and email templates to send a formatted ticket to your configured support inbox.
Gmail (Englisch)or swap with your favorite app
3.Filters for qualifying chats
Integrate Filter by Zapier and consent checks to continue only for qualifying chats and stop the rest.
Filter von Zapieror swap with your favorite app
4.Finds or creates subscriber profile
Integrate Klaviyo and customer profiles to find by email and create a new subscriber when no match exists.
Klaviyoor swap with your favorite app
5.Adds subscriber to marketing list
Integrate Klaviyo and marketing list tools to add the subscriber to your configured marketing list.
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Schritt 1
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Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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