Integrate Convertalk with Zingtree:-

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 Zingtree.
  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.
    1. Now find Zingtree by:-
    2. Either scrolling down the list
    3. Or by typing in Zingtree in the search box with the placeholder “search integration by name”
  5. Now click on the ‘connect’ button as shown below.

Step 2 of 4: Find your Authorization Key/Token in App Account

To complete the process, you need to fill out:-
  1. The API Token

  2. The API Token:-
    • Click the Account Tab on your Zingtree Dashboard. In this menu, click on Organization & Billing.

    • Here, navigate to the **API & Data **tab.
    • Now copy your **API Key **from the **API & Data **tab and paste it on Convertalk.
  3. 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 “Integrated Successfully” for confirmation.

    3. Also, your Zingtree integration will show the message **Installed **in the Integration List.

Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between ** Convertalk** and Zingtree 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 Zingtree you have integrated.

Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Zingtree , 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 API Token, API key, and/or URL has been entered correctly.
  • Free plan- You are not subscribed to the paid plan on Convertalk as integration works only with the paid plan.