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Why use CalendarHero CRM with Convertalk?

Convertalk integrates with CalendarHero to streamline scheduling and automate appointment bookings. By combining Convertalk’s conversational capabilities with CalendarHero’s intelligent scheduling, businesses can effortlessly manage customer appointments, send reminders, and handle scheduling requests, all while providing a seamless, hands-off experience for both customers and teams.

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Benefits of using CalendarHero CRM:

  • Effortless Scheduling: Automate appointment booking and confirmations directly through chatbot interactions.
  • Reduced No-Shows: Send automated reminders and confirmations, ensuring better attendance rates.
  • Seamless Integration: Sync customer data and scheduling info between Convertalk and CalendarHero for smooth workflow management.
  • Enhanced Customer Experience: Provide instant, round-the-clock booking assistance and support through automated conversations.

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Step 1 of 5: Login to Convertalk Account and Select Application to Integrate

a. Login to your Convertalk account. Now, select and click the Bot you want to integrate with CalendarHero. Click on the ‘Integrate tab.’ b. The Integrate Window Will Open up. Select the ‘All Integrations’ Tab. c. A list of all native integrations for Convertalk will be available in this window. d. Now find CalendarHero by:-
  • Either by scrolling down the list or,
  • by typing ‘CalendarHero’ in the Search Box with the placeholder “Search Integration By Name”
e. Now Click On The ‘Connect’ Button As Shown f. An Interface, as shown below, will open up. Here, you will be asked to enter the API Token that you will get by logging into your CalendarHero account.

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Step 2 of 5: Find your Authorization Key/Token in App Account

a. To get the API Token, login to the CalendarHero account after verification and on the main dashboard, click the ‘My Account’ tab on the top right corner. b. Go to ‘My Profile Settings’ c. Switch to ‘API’ tab to locate your API Token. Copy it to clipboard.

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Step 3 of 5: Enter Authorization Details and establish connection with your App

a. Enter CalendarHero API Token and click the ‘Connect’ Button to complete integration of Convertalk with CalenderHero. b. If you have entered all the details correctly, you will see a notification that says, “Integrated Successfully.”

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Step 4 of 5: Set up Mapping Parameters

a. Now, as connection of the Convertalk and CalendarHero is established, you need to map parameters (fields) of CalendarHero to the user response of the Convertalk question. You can use the +Add Parameters button to add more fields. For example, you select a question from All bot questions/components: Please provide your name? Then, you map it with the parameter -Name As a result, this mapping will enable integration to send the user’s response from Convertalk to the CalendarHero’s **Name **field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to CalendatHero fields. Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first. b. If you have entered all the details correctly, you will see a notification that says, “Mapping successfully. c. Also, your CalendarHero integration will show the message **Installed **in the Integration List.

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Step 5 of 5: Test your Integration Set up with Data

Once you have established a connection between Convertalk and CalendarHero, and the mapping is complete, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your Convertalk dashboard as well as in the CalendarHero you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy lead from your Bot to CalendarHero, it may be due to the multiple reasons:
  • Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
  • Wrong Mapping Set up - Your mapping with Convertalk Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
  • Free plan- You are not subscribed to the paid plan on Convertalk as integration works only in paid plan.