Step 1 of 3 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 Zoho Projects. 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 Zoho Projects by:-- Either by scrolling down the list or,
- by typing ‘Zoho Projects’ in the Search Box with the placeholder “Search Integration By Name”
Step 2 of 3: Establish Connection with Zoho Desk
a. Select your Zoho Domain. Your Zoho Domain will be based on your location. For example, For Indian Residents, it will be ‘accounts.zoho.in’ and for US Residents, it will be ‘accounts.zoho.com’. b. After you select Your Zoho Domain, Click On the ‘Connect’ Button. It will redirect you to your official Zoho Account. c. Here, you need to login to your Zoho Account. d. After you successfully login, a window, as shown below, will appear. Here, click on ‘Accept’ to connect your Convertalk account with Zoho Projects. That’s It, All Done!Step 3 of 3: Test your Integration Set up with Data
Once you have established a connection between ** Convertalk** and Zoho Projects, 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 Zoho Projects you have integrated.Still Not Working, Let’s Troubleshoot!
If you are not getting dummy lead from your Bot to Zoho Projects, it may be due to the multiple reasons:- Wrong Domain added- You will be required to check and see if you have selected the Domain URL correctly.
- Free plan- You are not subscribed to the paid plan on Convertalk as integration works only in paid plan.