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Why use Google Tasks?

Convertalk integrates with Google Tasks to help users automate task management and improve productivity. By combining Convertalk’s conversational AI with Google Tasks’ simple task management features, businesses can create, update, and assign tasks directly from chatbot interactions. This integration enables seamless task tracking and ensures that all tasks are organized and synchronized across devices, improving team collaboration and personal productivity.

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Benefits of using Google Tasks:

  • Automated Task Creation: Instantly create tasks via chatbot interactions, syncing them seamlessly with Google Tasks.
  • Real-Time Task Updates: Ensure tasks are automatically updated in Google Tasks based on chatbot actions or user input.
  • Improved Task Management: Organize and track tasks efficiently without manual data entry, ensuring nothing is missed.
  • Seamless Integration: Keep all tasks synchronized across devices and Google Workspace, enhancing collaboration and productivity.

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Step 1 of 4: 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 Google Task. 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 Google Task by:-
  • Either by scrolling down the list or,
  • by typing ‘Google Task’ in the Search Box with the placeholder “Search Integration By Name”
e. Now Click On The ‘Connect’ Button As Shown f. As you connect, an Interface, as shown below, will open up. To complete the process, you just need to Sign In with your Google account.

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Step 2 of 4: Establish connection with your App

a. After you click the “Sign In With Google” button, It will redirect you to a Google login window. Here, fill out your account credentials and sign in. b. Now, click allow for Convertalk to access your Google account. c. After you click allow, the connection between Convertalk and Google Task is established,and you will be redirected back to Convertalk.

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Step 3 of 4: Set up Mapping Parameters

a. Now, as connection of the Convertalk and Google Task is established, you need to map parameters (fields) of Google Task to the user response of the Convertalk question. Title will be the Title of the worksheet spreadsheet that you wish to create and then parameters to be added 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 Google Task’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 Google Task 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. You are free to change your associated Google Account. You can disconnect first from the ‘Disconnect’ tab and then reconnect Google Task i.e Step 1 . You may also use the ‘Pause’ tab to pause the integration till the time you want your Bot to capture data/leads in Google Task. d. Also, your Google Task 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 Google Task, 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 Google Task you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy lead from your Bot to Google Task, it may be due to the multiple reasons:
  • Wrong Mapping Set up - Your mapping with Convertalk Question and App 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.