Integrate Convertalk with Zoho CRM

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Step 1 of 3: Login to Convertalk Account and Select Application to Integrate

1. Login to your Convertalk account, select the Bot you want to integrate with Zoho CRM.
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 Zoho CRM by:-
   • Either scrolling down the list
   • Or by typing in ‘Zoho CRM’ in the search box with the placeholder “search integration by name”
5. Now click on the ‘connect’ button as shown

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Step 2 of 3: Establish connection with your App

1. An Interface, as shown below, will open up.
2. Now you need to select your Zoho domain from the dropdown menu. Your Zoho domain will be based on your location. For example, for Indian residents, it will be (accounts.Zoho.in)
3. After you select your Zoho domain, click on the ‘Connect’ button.
4. After you click the ‘Connect’ button, it will redirect you to your official Zoho domain.
5. Here, you need to log into your Zoho account.
6. After you successfully log in, a window, as shown below, will appear.
7. Here, click on ‘Accept’ to connect your Convertalk account with Zoho CRM.
8. After you have connected Zoho CRM, your details will show up as shown below:
9. That’s all you are done with this step

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Step 3 of 3: Test your Integration Set up with Data

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Still Not Working, Let’s Troubleshoot!

• 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.