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Why use EngageBay?

Convertalk integrates with EngageBay to automate lead generation, customer support, and sales workflows. By combining Convertalk’s AI-powered chatbot with EngageBay’s all-in-one CRM and marketing automation tools, businesses can automatically capture and qualify leads, manage customer interactions, and provide personalized follow-ups. This integration streamlines communication, improves lead conversion, and enhances customer relationship management across multiple channels.

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Benefits of using EngageBay:

  • Automated Lead Capture: Instantly capture and qualify leads through chatbot interactions, syncing them seamlessly with EngageBay CRM.
  • Personalized Engagement: Use customer data from EngageBay to provide tailored responses and targeted follow-ups through Convertalk.
  • Streamlined Sales and Marketing Automation: Automate email campaigns, lead nurturing, and follow-ups, improving sales efficiency.
  • Improved Customer Support: Provide instant, automated responses to customer inquiries, reducing wait times and increasing satisfaction.

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Integrate Convertalk with EngageBay:-

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Step 1 of 4: Login to Convertalk Account and Select Application to Integrate

  1. Login to your Convertalk account, and select the Bot you want to integrate with EngageBay.
  2. Now, click the**‘Integrate’ tab.**

  3. The Integrate window will open up. Make sure you are in the “All Integrations Tab.”
  4. A list of all native integrations for Convertalk will be available in this window.
    1. Now find EngageBay by:-
    2. Either scrolling down the list
    3. Or by typing in ‘EngageBay’ in the search box with the placeholder “search integration by name”
  5. Now click on the ‘connect’ button as shown below.

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Step 2 of 4: Find your Authorization Key/Token in App Account

  1. To complete the process, you need to fill out:-
    • The API Token

  2. The API Token:-
    • Click the Profile Icon (with your photograph) to toggle a menu. In this menu, click on Account Settings.

    • it will take you to your Account Settings.
    • Here, navigate to the **API and Tracking Code **tab.
    • Now copy the **REST API key **and paste it on Convertalk.

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Step 3 of 4: Enter Authorization Details and establish connection with your App

  1. After filling out the details, click Connect.

  2. Look for the notification “Connected Successfully” for confirmation.
  3. Also, your EngageBay integration will show the message **Installed **in the Integration List.

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Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between ** Convertalk** and EngageBay and complete the mapping, 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 and the EngageBay you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Engagebay, it may be due to 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.
  • Free plan- You are not subscribed to the paid plan on Convertalk as integration works only with the paid plan.