An integration between Zapier and Medallia Agent Connect enables you to automate survey distribution, enrich customer feedback, customize feedback requests, and set custom rules. You can use this integration with over 1,200 Zaps, such as Copper, Front, Pipedrive, HelpScout, Intercom, Jira, LiveChat, Olark, Shopify, Zoho and more.

1. In Agent Connect, ensure that you have entered a test email address in Agent Connect and have collected your test and production API credentials.

   For more information, see Integrations.

2. If you do not already have a Zapier account, create one on the Zapier website.
3. In Zapier, complete the following configurations. For detailed information about how to work in Zapier, see the Zapier documentation.
   1. Link a source app as the trigger.
   2. Link the Agent Connect app as your action.
   3. Enter your Agent Connect Test API Key.
   4. Map your data.
4. Test your workflow by entering test tickets, and make sure the integration is working as expected.
5. When you are ready to move to production, in Zapier update the Agent Connect app with your Agent Connect Production API Key.