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Why use NutShell CRM with Convertalk?

Convertalk integrates with Nutshell CRM to automate customer engagement and enhance sales processes. By syncing Convertalk’s conversational AI with Nutshell’s CRM features, businesses can streamline lead generation, qualification, and follow-up activities. This integration allows for seamless communication, real-time updates, and personalized interactions, improving overall sales productivity and customer satisfaction.

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Benefits of using NutShell CRM:

  • Efficient Lead Management: Automate lead capture and qualification directly into Nutshell CRM for a more organized sales process.
  • Personalized Sales Engagement: Leverage customer data from Nutshell CRM to tailor automated conversations and follow-ups.
  • Real-Time Data Synchronization: Keep sales teams up-to-date with real-time lead and customer updates across both platforms.
  • Increased Sales Productivity: Automate routine tasks like lead entry and follow-ups, allowing sales teams to focus on high-priority activities.

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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 Nutshell 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 Nutshell CRM by:-
    • Either scrolling down the list
    • Or by typing in ‘Nutshell 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:-
  2. The API Token
  3. Email Address

  4. The API Token:-
  5. Click the Profile Icon (with your photograph or Initials) on the bottom-left. In this menu, click on Company Settings.

  6. Here, navigate to the **API **tab under the Connections Tab.
  7. Under the **API Keys **tab, click on the Generate New API Key button with the **‘+’ **symbol.

  8. Now, enter your desired name for your API Key.
  9. Check the **API Access **option under permissions.
  10. Now, click the **New API Key **button.

  11. Now, copy your API key and paste it onto Convertalk.

  12. Email address
    • The email address is the same as the one you signed up with on Nutshell CRM.
    • You can also see it from your Nutshell CRM dashboard after clicking on the Profile Icon.
    • For example, [John@ Convertalk.com](mailto:John@ Convertalk.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 “Connected Successfully” for confirmation.

  3. Also, your Nutshell 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 Nutshell 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 Nutshell 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 Nutshell 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.