Integrate Convertalk with Salesflare

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Integrate Convertalk with Salesflare:-

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Step 1 of 4: Login to Convertalk Account and Select Application to Integrate

1. Login to your Convertalk account, select the Bot you want to integrate with Salesflare.
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 Salesflare by:-
   • Either scrolling down the list
   • Or by typing in ‘Salesflare’ 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. Lead TItle
4. 
   Click on the Gear Icon on your Salesflare Dashboard on the leftmost side. In this menu, scroll down and click on API Keys.
5. 
   Under the **API Keys **tab, click on the **‘+’ **button to generate a new API key. Enter a name for Your API key and click Create.
6. 
   Copy and paste the API key back on Convertalk
7. 
   Lead Title:-
   • The Lead Title Is Your Choice. You Can Name Your Lead Anything You Want. For Ex:- Salesflare 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 “Connected Successfully” for confirmation.
3. 
   Also, your Salesflare 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

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Still Not Working, Let’s Troubleshoot!

• 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.