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Why use KarmaCRM?

Convertalk integrates with KarmaCRM to enhance customer relationship management and automate lead capture. By combining Convertalk’s AI-driven chatbot with KarmaCRM’s pipeline and contact management tools, businesses can automate the process of capturing, qualifying, and categorizing leads. This integration ensures that all customer interactions are recorded in real-time, enabling sales teams to manage relationships more efficiently and close deals faster.

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Benefits of using Karma CRM:

  • Automated Lead Capture: Instantly capture and qualify leads through chatbot conversations, syncing them seamlessly with KarmaCRM.
  • Streamlined Sales Pipeline: Keep track of leads and customer interactions in real-time, ensuring smooth transitions throughout the sales pipeline.
  • Personalized Follow-Ups: Use data from KarmaCRM to tailor chatbot responses and follow-ups, improving lead engagement and conversion.
  • Increased Sales Efficiency: Automate routine tasks like data entry and follow-ups, allowing sales teams to focus on high-value interactions and closing deals.

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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 KarmaCRM. 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 KarmaCRM by:-
  • Either by scrolling down the list or,
  • by typing ‘KarmaCRM’ in the Search Box with the placeholder “Search Integration By Name”
e. Now click on the ‘Connect’ button as shown f. An Interface, as shown below, will open up. Here, you will be asked to enter the APi key that you will get by logging into your KarmaCRM account.

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

a. To get the API key, login to the KarmaCRM account. b. Click on the profile name on the top right-side of the screen and them click on Settings c. Go to the bottom of this page, you will find your APi Key.

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

a. Enter the KarmaCRM APi key and click the ‘Connect’ Button to complete integration of Convertalk with KarmaCRM. b. If you have entered all the details correctly, you will see a notification that says, “Integrated Successfully.”

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Step 4 of 5: Set up Mapping Parameters

a. Now, as connection of the Convertalk and KarmaCRM is established, you need to map parameters (fields) of KarmaCRM 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 KarmaCRM’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 KarmaCRM 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. Also, your KarmaCRM 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 KarmaCRM 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 KarmaCRM 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 KarmaCRM, 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 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.