MoEngage CRM integration with ChatbotWorld

This page contains the information about the 3rd party integrations.

This documentation provides step-by-step instructions for integrating MoEngage CRM with ChatbotWorld. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to MoEngage CRM.

Use Case

This integration facilitates the transfer of lead details captured by your chatbot to MoEngage CRM, streamlining your lead management process.

Prerequisites

Before enabling the integration, ensure you have the following prerequisites:

• API URL: Obtain the API URL from your MoEngage CRM account.

• APP ID: Obtain the APP ID from your MoEngage CRM account.

• DATA API KEY: Obtain the DATA API KEY from your MoEngage CRM account.

Steps to Enable the Integration

Follow these steps to enable the integration between MoEngage CRM and ChatbotWorld:

1. Get the Required 3rd Party Data:

   • Obtain the necessary API URL, APP ID, and DATA API KEY from your MoEngage CRM account. Refer to this guide for assistance.

2. Authenticate Your Account:

   • Enter the required API URL, APP ID, and DATA API KEY in the provided fields.

   • Proceed to authenticate your account credentials.

3. Mapping the Variables:

   • Once Authenticated, you'll see the screen where you can map the chatbot’s answers by end user to the fields of the target 3rd party system.

   • Click on the “Question” dropdown to select the bot questions whose answers you want to store. If you don't see the dropdown, type "/" to list all questions.

   • Map these answers to parameters in the next field. If you don't see the dropdown here, enter the parameter name of your 3rd party system.

   • Add new variables by clicking the “Add Parameter” button from the top right.

   • Click the “Save” button to activate your integration.

4. Test Your Integration:

   • Open your bot and create a new lead to test the integration.

   • Ensure that the lead is not created earlier.

Disconnect the Integration

If you need to disconnect the integration, follow these steps:

1. Access Integration Page:

   • Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.

2. Disconnect:

   • Click on the “Disconnect” button to sever the connection.

Notes

Here are some important notes to consider:

• Testing Leads: To test leads, create chats in an incognito tab to avoid cache issues.

• Subscription Requirement: Ensure you have the proper subscription for the 3rd party to use the APIs.

• Further Assistance: Contact our support team if you need additional help or encounter any issues during the integration process.

For further assistance, please contact support team.