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Step 1 of 5: 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 Jira CRM. 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 Jira CRM by:-
  • Either by scrolling down the list or,
  • by typing ‘Jira CRM’ in the Search Box with the placeholder “Search Integration By Name”
e. Now click on the ‘Connect’ button as shown f. After you click the connect button, The Integration window for Jira CRM will appear, as shown below. g. To complete the process, you require three details:
  1. APi Token
  2. Email Address
  3. Jira CRM Domain

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

a. To obtain the Jira API Token, log in to https://id.atlassian.com/manage/api-tokens.
  1. Click Profile on the right-hand side top corner.
  2. On the My API tokens tab, click New API Token.
  3. On the New API Token pop-up, click Create API Token.
  4. On the API Token Creation Result pop-up, copy the APi Token. The API token format will be like b. Email address is your Atlassian account email address. You can also see it from your profile on the Jira CRM dashboard. c. Jira CRM Domain is the part of the domain on the system dashboard that ends with atlassian.net_ _e.g. https://mycompany.atlassian.net.

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

a. Now enter APi key, Email address and Jira CRM Domain, and click the ‘Connect’ Button to complete integration of Convertalk with Jira CRM. b. If you have entered all the details correctly, you will see a notification that says, “Integrated.”

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Step 4 of 5: Set up Mapping Parameters

a. Now, as connection of the Convertalk and Jira CRM is established, you need to map parameters (fields) of Jira CRM 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 Jira CRM’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 Jira CRM 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, “Mapped successfully.” c. Also, your Jira 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 Jira CRM 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 Jira CRM that you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy lead from your Bot to CRM, 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 Token, API key,and/or URL has been entered correctly.
  • Wrong Mapping Set up - Your mapping with Convertalk Question and Jira 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.