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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 OntraPort 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 OntraPort CRM. by:-
    • Either scrolling down the list
    • Or by typing in ‘OntraPort 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. App Id

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

    • Here, navigate to the **Integrations **tab.
    • Under the **Integrations Tab, Click on theOn Ontraport Api Instructions And Key Manager ** Tab.
    • Under the **API **tab, click on the New API Key button with the **‘+’ **symbol.
    The New Key option will direct you to a new window. Here
    • Enter your desired name for your API Key on the top-left.
    • Check all the options for the given checklist for permissions.
    • Select the Contact Owner as Yourself (It will show as Me in this instance).
    • Now, click on Save.

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

  6. APP ID
    • The **APP ID **will also be available on the API key wizard on OntraPort CRM. After you create a New API key, Your APP ID will also be visible beside your API key. Copy your APP ID and paste it on Convertalk.

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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 OntraPort 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 OntraPort 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 OntraPort 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 HubSpot, 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.