Integrate Convertalk with Pabbly

1. Set the Action App in Pabbly
   After the trigger (new lead), select the action app, such as “Google Sheets.”
2. 
   Configure the Action Event
   • Choose the action event, such as “Add New Row.”
   • Select the target spreadsheet and the specific sheet where you want the data to be stored.
3. 
   Test and Save
   • Click “Save and Send Test Request” in Pabbly.
   • 
     Verify that the data has been successfully saved in the Google Sheet.

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What is Pabbly?

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What are Triggers?

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What are Actions?

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How Pabbly Helps with Convertalk

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Prerequisites

• An active Pabbly account with available task credits for automation processes.

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Steps to Integrate Pabbly with Convertalk

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Section A: Setting up Integration in Convertalk

1. Login to your Convertalk account and select the chatbot you want to integrate with Pabbly. Click on the “Third-party Apps Integration”.
2. 
   Go to Pabbly integration either by:
   1. Searching for Pabbly on the search bar available, or
   2. Scrolling down to Pabbly.
3. Click on the “Connect” button to get started.
4. 
   Click on the “Connect” button to go onto the integration page.
5. 
   Click on the “Connect” button to continue forward.
6. Click on “Add Pabbly Webhook URL”.
7. 
   A small screen will show up as shown below. Select the type of trigger event you want from the “Select Event”. These can include:
   • New Lead: Trigger which occurs whenever a new contact is created in Convertalk.
   • New Incoming Messages: Occurs when a new message is incoming in the selected chatflow being integrated.
   • New WhatsApp Order Created: When a new order is placed.
8. 
   Now, let us go over to Pabbly and start the setup of our workflow there.

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Section B: Setting up Convertalk Trigger on Pabbly:

1. Sign-up or login to your Pabbly Connect Account. Post login, you will arrive at the following screen. Click on the “Create Workflow” button on the top-right.
   Alternatively, if a workflow already exists, click on that.
2. 
   Provide a name for the workflow, and select the desired folder for the same. Leave the folder name as is if uncertain.
3. 
   Upon clicking “Create”, automatic redirection should occur to the workflow as shown below. For creation of trigger from Convertalk, search “** Convertalk**” in the “Search App”.
4. 
   After searching and selecting Convertalk, select the same type of “Trigger Event” you want from the dropdown menu as in Convertalk. These can include:
   • New Lead: Trigger which occurs whenever a new contact is created in Convertalk.
   • New Incoming Messages: Occurs when a new message is incoming in the selected chatflow being integrated.
   • New WhatsApp Order Created: When a new order is placed.
5. 
   Upon selection, the box will expand as seen below, including in itself several more details. Copy the “Webhook URL” and paste it in the “Pabbly Webhook URL” in Convertalk Dashboard.
6. 
   Paste the copied Webhook URL in the “Pabbly Webhook URL” on Convertalk, and then click “Verify & Add Webhook URL”.
   Using the “click here” button, the attributes passed on to Pabbly can be configured. These can include standard attributes, or user-designed custom attributes.
7. 
   Click on “Integrate” to complete the integration, or click on “Add Pabbly Webhook URL” to add more webhook triggers.
8. 
   For checking of successful integration, go back to Pabbly, and check the “Response Received”. The labels(left side column) should contain all the attributes being passed as selected in the “Click here” button. The data shown currently is dummy data.

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Section C: Setting up Convertalk Action on Pabbly:

1. Sign-up or login to your Pabbly Connect Account. Post login, you will arrive at the following screen. Click on the “Create Workflow” button on the top-right.
2. 
   Provide a name for the workflow, and select the desired folder for the same. Leave the folder name as is if uncertain.
   Alternatively, proceed to already created workflow.
3. 
   Upon clicking “Create”, automatic redirection should occur to the workflow as shown below. Go to the “Action” box.
   Have a working Trigger before proceeding. Below steps only detail the set-up of Convertalk Action, not the creation of Trigger for any third parties.
4. 
   Search for “** Convertalk**” in the “Search App” area, and select the same.
5. Select the action that you wish to occur. Options include:
   • Add Contact – Add a new contact to your Convertalk account.
   • Send Session Message – Send WhatsApp session messages.
   • Update Contact Attributes – Update user-specific custom attributes.
   • Send Template Message – Send a WhatsApp template message.
6. 
   Upon the selection of the desired Action Event, a side panel will open up. Select the type of connection wanted:
   • Add New Connection: The connection that will be established with Convertalk
   • Select Existing Connection: Selecting an already existing connection for the purposes of communication
7. Enter the API Token, that in the developer section of your Convertalk Account, and add the same to the “Token” section and click “Save”.
8. 
   Post successful save, information will be need to be entered or mapped that will be sent to Convertalk. Edit the same in the given columns.
9. 
   After entering all the details, click on the “Save & Send Test Request”. If all configurations are correct, a success message as shown below should come.
   While the “Add Contact” action was used here, the exact same methodology is to be followed for the other actions as well.