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Integrate Convertalk with Helprace:-

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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 Helprace.
  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.
    • Now find Helprace by:-
    • Either scrolling down the list
    • Or by typing in ‘Helprace’ 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
    • Helprace Domain
    • Email Address

  2. The API Token:-
    • Click on the Gear Icon on your Helprace Dashboard on the leftmost side. In this menu, scroll down and click on **API **Under Integrations.
  3. Under the **API **tab, click on the **Generate API Key **button. Enter a name for Your API key and click Save.

  4. Copy and paste the API key back on Convertalk

  5. Helprace Domain:-
    • To obtain the Helprace Domain, login into your Helprace account. Navigate to your browser search bar, copy the address from there, and paste it into the Convertalk interface.

  6. Email Address:-
    • This email address will be the same one you use on your Helprace Account.
    • The format will be name@company_domain
    • **Example:- **xyz@apple.com

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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 “Integrated Successfully” for confirmation.

  3. Also, your Helprace 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 Helprace 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 Helprace you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Helprace it may be due to multiple reasons:
  • Wrong Authorization Details added- You need to check and see if all the authorization credentials, such as API Token, API key, and URL, have been entered correctly.
  • Free plan- You are not subscribed to the paid plan on Convertalk, as integration works only with the paid plan. and you are still unable to