Documentation Index
Fetch the complete documentation index at: https://help.convertalk.com/llms.txt
Use this file to discover all available pages before exploring further.
Use of Google Contacts?
Convertalk integrates with Google Contacts to streamline contact management and improve customer interaction. By syncing Convertalk’s AI-powered chatbot with Google Contacts, businesses can automatically capture, update, and manage contact information in real-time. This integration allows for seamless data syncing, ensuring that customer profiles are always up-to-date and improving communication and follow-up processes.Benefits of using Google Contacts:
- Automated Contact Capture: Instantly add new contacts to Google Contacts directly through chatbot interactions.
- Real-Time Updates: Ensure that contact information is updated across Google Contacts in real-time based on chatbot interactions.
- Improved Communication: Leverage up-to-date contact data to personalize follow-ups and enhance engagement through chatbot messages.
- Seamless Data Sync: Keep customer profiles synchronized across all devices and platforms, ensuring easy access to contact information.
Integrate Convertalk with Google Contacts
- Login to Convertalk:
- Start by logging into your Convertalk account.
Navigate to the Bot:- Once logged in, go to the bot that you want to integrate with Google Contacts.
Third-Party App Integrations:- From the bot’s settings page, navigate to the “Third-Party App Integrations” section.
Search for Google Contacts:- In the search bar, type “Google Contacts” to find the integration option.
Click on the Connect Button:- Click the “Connect” button to begin the integration process.
- Login to Google Account:
- You will be prompted to log into your Google account. Ensure you use the Google account you want to link with Convertalk.
Grant Permissions:- Follow the on-screen instructions to grant Convertalk the necessary permissions to access your Google Contacts.
- Map the Questions:
- After logging in, you’ll be directed to a page where you can map questions to Google Contacts parameters. Select the questions you want to map for integration.
Test the Integration:- Click the “Test Lead” button to verify that everything is working correctly.
Activate the Integration:- Once everything is working as expected, click the “Done” button to complete the setup and activate the Google Contacts integration.
- Check the Contact Section:
- In the “Contact” section of your Convertalk dashboard, you will see the demo leads created by the integration.
