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Step 1 of 5: Login to Convertalk Account and Select Application to Integrate

  1. Login to your Convertalk account. Now, select and click the Bot you want to
integrate with Salesforce. Click on the**‘Third-Party Apps Integration tab.’** b. The Integrate window will Open up. Select the **‘Third-Party Apps’ **Tab. c. A list of all native integrations for Convertalk will be available in this window. d. Now find Salesforce by:-
  • Either by scrolling down the list or,
  • by typing ‘Salesforce’ in the Search Box with the placeholder “Search Integration By Name”
e. Now click on the ‘Connect’ button as shown f. An Interface, as shown below, will open up. Here, you will asked to submit the following details
  • Domain
  • Client ID
  • Client Secret

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Step 2 of 5: Find your Authorization Key/Client Secret in Salesforce CRM Account

a. To get the Client ID and Client Secret, login to your Salesforce developer account. b. Click on the Settings icon on the top-right. Quick find “connected apps”. Click ‘Manage Connected Apps’ tab. c. Click on the pre-created App d. Go to ‘Apps Manager’ and click on your App e. Verify the Salesforce account again. f. You will find the Client ID and Client Secret Token. The Domain will be the URL here.

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Step 3 of 5: Enter Authorization Details and establish connection with your CRM

  1. Enter the Salesforce Domain, Client ID and Client Secret and click the ‘Connect’ button to complete integration of Convertalk with Salesforce.
  2. If you have entered all the details correctly, you will be redirected to Salesforce login to verify again.

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Step 4 of 5: Set up Mapping Parameters

  1. Now, as the connection of the Convertalk and Salesforce CRM is established, you need to map parameters(fields) of Salesforce CRM to the user response to the Convertalk question.
You can use the +Add Parameters button to add more fields. For example, you select a question from All bot questions/components: Please provide your name. Then, you map it with the parameter -Name As a result, this mapping will enable integration to send the user’s response from Convertalk to the Salesforce CRM’s **Name **field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Salesforce CRM fields. Please note that these queries/questions options will be auto-fetched from your bot chat flow, So, make sure you configure your chat flow first. c. If you have entered all the details correctly, you will see a notification that says “Mapping successfully.” d. Also, your Salesforce integration will show the message **Connected **in the Integration List.

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Step 5 of 5: Test your Integration Set up with Data

Once you have established a connection between ** Convertalk** and Salesforce CRM, and the mapping is complete, you are ready to go for your first test lead. Click the ‘Test Lead’ tab to test your integration setup by creating a dummy lead on the bot. This lead should appear in your Salesforce CRM that you have integrated. Still Not Working, Let’s Troubleshoot! If you are not getting dummy leads from your Bot to Salesforce 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 Domain, Client ID and Client Secret have been entered correctly.
  • Wrong Mapping Set up - Your mapping with Convertalk Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
  • Free plan- You are not subscribed to the paid plan on Convertalk as integration works only in paid plan.
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