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

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

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

  1. To get the API Key and Access Token, login to the Elevio account. On the bottom left corner, hover over the settings icon and click on the ‘API Keys’ tab**.**
  2. Scroll down the page . In case there is no API Key listed, you can click on ‘Create API Key’ tab to create one. Enter a ‘Description’ e.g. ‘New API Key’ or ‘API Key for Convertalk’.
  3. Click on one of the option and ‘Generate API Key’
  4. Your API Key label will be listed at the bottom of the page. Click on ‘View Key & Token’ and copy your Elevio API Key and Access Token.

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

  1. Enter Elevio API key and Access Token, and click the ‘Connect’ Button to complete integration of Convertalk with Elevio CRM.
  2. 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

  1. Now, as connection of the Convertalk and Elevio is established, you need to map parameters (fields) of Elevio 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 Elevio’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 Elevio fields.
The queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.
  1. If you have entered all the details correctly, you will see a notification that says, “Mapping successfully.
  2. Also, your Elevio CRM 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 Elevio, 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 Elevio you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy lead from your Bot to Elevio, 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.