Nocrm integration with ChatbotWorld

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

Nocrm Integration with ChatbotWorld

Use Case

This integration allows you to send lead details such as Name, email, and phone to Nocrm.

Pre-requisite

• Nocrm Domain

• Lead Title

• Token

Steps to Enable the Integration

1. Get the Required 3rd Party Data:

   • Obtain the Nocrm Domain, Lead Title, and Token from your Nocrm account.

2. Authenticate Your Account:

   • Enter the required details obtained from the previous step.

   • Proceed to authenticate your account credentials.

3. Mapping the Variable:

   • After authentication, you'll see the screen where you can map the chatbot’s answers by end-user to the fields of the Nocrm system.

   • Use the "Question" dropdown to select the bot questions whose answers you want to store. If the dropdown isn't visible, type “/” to list down all the questions.

   • Map the selected questions to parameters in the Nocrm system. If the dropdown isn't visible, manually enter the parameter names.

   • Add new variables as needed 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 the lead is not created earlier.

   • Verify if the lead information is correctly sent to Nocrm.

5. Disconnect the Integration:

   • To disconnect, navigate to the integration page under bot management.

   • Click on the 3rd party integrations and select the Nocrm integration.

   • Click the “Disconnect” button.

Notes

• Test lead creation in an incognito tab to avoid cache issues.

• Ensure you have proper subscription for using Nocrm APIs.

• For further assistance, contact the support team.