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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 No CRM.
  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 No CRM by:-
    • Either scrolling down the list
    • Or by typing in ‘No CRM’ 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
    • No CRM Domain
    • Lead Title
  2. The API Token:-
    • Click on **the Profile Icon **on your No CRM Dashboard on the leftmost side. In this menu, click on Admin Settings.

    • Under **Admin Settings, **navigate To Integrations and click on API.

    • Under the **API **tab, click on the API keys tab. Click on the Create API key button.
    • Enter a name and description for your API key and click Save.

    • Copy and paste the API key back on Convertalk.

  3. No CRM Domain:-
    • To obtain the No CRM Domain, login into your No CRM account. Navigate to your browser search bar, copy the address from there, and paste it into the Convertalk interface.

  4. Lead Title:-
    • The lead title is your choice. you can name your lead anything you want. For example:- No CRM test lead.

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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 No CRM 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 No CRM 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 No CRM you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to No CRM, it may be due to multiple reasons:
  • Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
  • Free plan- You are not subscribed to the paid plan on Convertalk as integration works only with the paid plan.