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Why use Pipeline CRM?

Convertalk integrates with Pipeline CRM to automate lead management and enhance sales processes. By syncing Convertalk’s AI-powered chatbot with Pipeline CRM’s intuitive pipeline management tools, businesses can automatically capture and qualify leads, assign them to the appropriate sales stages, and ensure that follow-ups are timely and personalized. This integration helps streamline workflows, increase sales productivity, and improve overall customer relationship management.

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Benefits of using Pipeline CRM:

  • Automated Lead Capture: Instantly capture and qualify leads through chatbot interactions, syncing them directly into Pipeline CRM.
  • Streamlined Sales Process: Automatically move leads through the sales pipeline stages, ensuring no opportunities are missed.
  • Personalized Follow-Ups: Use customer data from Pipeline CRM to automate tailored follow-ups and improve lead conversion.
  • Increased Efficiency: Eliminate manual data entry and automate routine sales tasks, allowing sales teams to focus on closing deals.

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Integrate Convertalk with Pipeline:-

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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 Bitrix24.
  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 Bitrix24 by:-
    • Either scrolling down the list
    • Or by typing in ‘Bitrix24’ 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
    • App Key

  2. The API Token:-
    • Click on **the Profile Icon **on your Pipeline Dashboard on the leftmost side. In this menu, click on Account Settings.

  3. Under **Admin Settings, **scroll down to the Other Tab and click on API Integrations.

  4. Under the **API **tab, click on the API keys tab. Enable your API access by clicking on the “Enable API Access” button if it is disabled.
  5. Now copy your API key and paste it back on Convertalk

  6. APP key:-
    • Under the **API **tab, click on the **API Integrations tab. **Click on the ‘Add Integration’button to add Convertalk Integration.
    • Fill out the following fields as shown below and click on the create API Integration button.

  7. Copy your APP key and paste it back 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 Pipeline 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 Pipeline 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 Pipeline you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Pipeline , it may be due to multiple reasons:
  • Wrong Authorization Details added- You need to check and see if all the authorization credentials, such as API Token, API key, and URL, have been entered correctly.
  • Free plan- You are not subscribed to the paid plan on Convertalk, as integration works only with the paid plan.