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

a. Login to your Convertalk account. Now, select and click the Bot you want to integrate with Wealthbox CRM. Click on the ‘Integrate tab.’ b. The Integrate Window Will Open up. Select the ‘All Integrations’ Tab. c. A list of all native integrations for Convertalk will be available in this window. d. Now find Wealthbox CRM by:-
  • Either by scrolling down the list or,
  • by typing ‘Wealthbox CRM’ 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 be asked to enter the Access token that you will get by logging into your Wealthbox CRM account.

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Step 2 of 5: Find your Authorization Key/Token in App Account

a. To get the API key, login to Wealthbox CRM account On the top right corner, click on the three dots next to your profile name and then click on the ‘Settings’ tab. b. Click on ‘API Access’ tab. In case your Access Token is not listed there, click on ‘Create Access Token’ c. Enter the Label e.g. ‘Access1’ for the New Access Token and save it. d. Here you are!. Next to the Access Token Label will be Wealthbox Access Token Key e.g. 2c783df2ec094a1e8618c7d1ff531840

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

a. Enter Wealthbox CRM APi Access token and click the ‘Connect’ Button to complete integration of Convertalk. b. If you have entered all the details correctly, you will see a notification that says, “Integrated Successfully.”

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Step 4 of 5: Set up Mapping Parameters

a. Now, as connection of the Convertalk and Wealthbox CRM is established, you need to map parameters (fields) of Wealthbox CRM to the user response of 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 Wealthbox 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 Wealthbox 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. b. If you have entered all the details correctly, you will see a notification that says, “Mapping successfully. c. Also, your Wealthbox CRM integration will show the message Installed 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 Wealthbox CRM, and the mapping is complete, 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 as well as in the Wealthbox CRM that you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy lead from your Bot to WealthboxCRM, it may be due to the 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.
  • 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.