How the Corebee-Zapier Integration Works
Corebee exposes triggers and actions in Zapier:
Triggers (events in Corebee that start a Zap):
- New conversation created
- Conversation resolved
- AI escalation to human
- CSAT response received
- New contact created
- Tag added to conversation
Actions (things Zapier can do in Corebee):
- Create a conversation
- Add a note to a conversation
- Update contact properties
- Add a tag to a conversation
- Assign a conversation to an agent
Connecting Your Account
- Navigate to Settings > Integrations > Zapier in your Corebee dashboard.
- Copy your API key.
- Paste this key into Zapier when setting up your first Zap.
Workflow 1: Escalation Alerts to Microsoft Teams or Email
The problem: When the AI escalates a conversation to a human agent, the agent needs to know immediately — especially outside business hours or for high-priority issues.
The Zap:
- Trigger: Corebee — AI escalation to human
- Filter: Priority equals "high" or "urgent"
- Action: Microsoft Teams — Post message to Support Escalations channel (or Gmail — Send email to on-call agent)
Configuration tips:
- Include the customer's name, conversation summary, and a direct link to the Corebee conversation in the message
- Set up different channels or email groups for different urgency levels
- Combine with a scheduling tool to route alerts to the current on-call agent
Key insight: This workflow ensures no critical escalation goes unnoticed, even when your team is not actively watching the Corebee inbox.
Workflow 2: Log Support Interactions to Google Sheets
The problem: You want a simple, shareable record of support activity for reporting, trend analysis, or sharing with stakeholders who do not have Corebee access.
The Zap:
- Trigger: Corebee — Conversation resolved
- Action: Google Sheets — Create row in "Support Log" spreadsheet
Columns to include:
- Date and time resolved
- Customer email
- Conversation category
- Resolution type (AI auto-resolved vs. human)
- CSAT score (if available)
- Number of messages
- Agent assigned
Why this matters: A Google Sheet of support data is surprisingly powerful. Use it for weekly team reviews, share it with leadership, build pivot tables for trend analysis, or feed it into a BI tool. It provides a lightweight analytics layer alongside Corebee's built-in support analytics.
Workflow 3: Create Jira or Linear Tickets for Bug Reports
The problem: Bug reports arrive through support but need to end up in your engineering team's issue tracker. Manually copying information between tools is slow and error-prone.
The Zap:
- Trigger: Corebee — Tag added to conversation (tag: "bug-report")
- Action: Jira — Create issue (or Linear — Create issue)
Configuration:
- Map conversation subject to issue title
- Include conversation summary and customer details in the issue description
- Link back to the Corebee conversation so engineering can ask follow-up questions through support
- Set default priority and project based on conversation category
Agent workflow: When an agent identifies a bug report, they tag the conversation "bug-report" in Corebee. The Zap fires automatically, creating a tracked engineering issue without the agent leaving the support inbox.
Workflow 4: CSAT Follow-Up Sequences
The problem: Low CSAT scores signal unhappy customers who may churn, but following up manually is inconsistent and time-consuming.
The Zap:
- Trigger: Corebee — CSAT response received
- Filter: Score is 1 or 2 (out of 5)
- Action 1: Gmail — Send personalized follow-up email from the support manager
- Action 2: Slack — Post to #customer-health channel with customer details
The follow-up email template should:
- Acknowledge the poor experience
- Ask what could have been done better
- Offer a direct line to a senior support person
- Avoid sounding automated (write it like a genuine personal message)
Key insight: Closing the loop on negative feedback is one of the highest-ROI activities in support. Customers who receive follow-up after a bad experience are more likely to remain customers than those who never had an issue at all.
Understanding customer effort score alongside CSAT helps you identify root causes.
Workflow 5: Sync New Contacts to Your Email Marketing Tool
The problem: Customers who contact support are engaged users. You want them in your email marketing tool for product updates, feature announcements, and educational content — but manually adding them is not realistic.
The Zap:
- Trigger: Corebee — New contact created
- Filter: Contact source equals "chat widget" or "email"
- Action: Mailchimp — Add subscriber to "Active Customers" list (or ConvertKit, ActiveCampaign, etc.)
Configuration tips:
- Map relevant Corebee contact fields (name, email, company) to your email tool
- Tag contacts based on their support category so you can send relevant content
- Respect opt-in requirements — only sync contacts who have agreed to receive marketing communications
Building Your Own Workflows
These five workflows are starting points. The Corebee-Zapier integration supports any combination of triggers, filters, and actions. Common custom workflows include:
- Auto-assign conversations based on topic, customer tier, or time of day
- Create follow-up tasks in Asana or Todoist when a conversation is snoozed
- Update CRM records in Salesforce, Pipedrive, or other CRMs not covered by native integrations
- Send SMS alerts through Twilio for critical escalations
- Post weekly summaries to Slack with total tickets, CSAT scores, and AI resolution rates
Tips for Reliable Zapier Workflows
- Test with real data — Use actual Corebee conversations to test your Zaps. Sample data often misses edge cases.
- Add error handling — Use Zapier's built-in error handling to get notified when a Zap fails, and set up retry logic for transient errors.
- Monitor Zap history — Check your Zapier task history weekly to catch silent failures.
- Start simple — Begin with one or two workflows, verify they work reliably, then add more. Five broken Zaps are worse than zero Zaps.
- Document your Zaps — Name each Zap clearly and add a description so your team knows what each workflow does and why.
Zapier extends Corebee from a support platform into the connective tissue of your entire operation. The five workflows above address the most common needs, but the real power is in building automations specific to your team's workflow. Start with the one that saves the most manual work and build from there.
Ready to see AI support in action? Start your free trial and watch your resolution rates climb.