Wealthbox CRM integration with ChatbotWorld
This page contains the information about the 3rd party integrations.
Wealthbox CRM Integration with ChatbotWorld
This documentation provides instructions for integrating Wealthbox CRM with ChatbotWorld. By following these steps, you'll be able to seamlessly send lead details such as Name, Email, and Phone to Wealthbox CRM.
Use Case
This integration facilitates the transfer of lead details captured by your chatbot to Wealthbox CRM, streamlining your lead management process.
Prerequisites
Before enabling the integration, ensure you have the following prerequisite:
Access Token: Obtain an access token from your 3rd party application account.
Steps to Enable the Integration
Follow these steps to enable the integration between Wealthbox CRM and ChatbotWorld:
Get the Required 3rd Party Data:
Obtain the necessary access token from your 3rd party application account. Refer to this guide for assistance.
Authenticate Your Account:
Enter the obtained access token in the provided field.
Proceed to authenticate your account credentials.
Mapping the Variables:
After authentication, you'll be directed to a screen where you can map chatbot responses to Wealthbox CRM fields.
Use 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, 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.
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:
Access Integration Page:
Navigate to the integration page under bot management by clicking on "3rd Party Integrations" and selecting the target integration.
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.
Use case
Using this Integration you can send you leads details such as Name, email, phone to the Wealthbox CRM
Pre-requisite
Access Token
Steps to enable the integrations
Get the required 3rd party data from your 3rd party application account. You can use the following link for the same to take help https://www.wealthbox.com/how-to/how-to-create-an-api-token-for-integrations-like-zapier-or-myrepchat/
Authenticate your account
Enter the required details that you got from above steps
Proceed to authenticate your account credentials
Mapping the variable
Once Authenticated, You will see the screen where you can map the chatbot’s answers by end user to the fields of target 3rd party system.
Click on the “Question” dropdown to select the bot questions whose answer you want to store. If you do not see the dropdown here, Type “/” which will list down all the questions.
Map the same to parameter in the next field. If you do not see the drop down here, Enter the parameter name of your 3rd party system.
Add new variable by clicking the “Add Parameter” button from top right.
Click “Save” button to activate your integration.
Test your integration
Open you bot, and Create a new lead to test your integration. Make sure that your lead is not created earlier.
And you are done
Disconnect the integration.
Open the the integration page under the bot management, by clicking on the 3rd party integrations and then selecting the target integration.
Click on the “Disconnect” button to disconnect.
Notes
In order to test the leads, Create the chat in incognito tab to avoid cache issues.
Make sure you have proper subscription for the 3rd party to use the APIs
Please contact support team, in case you further need help.
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