Step 1 of 5: Login to Converse Account and Select Application to Integrate
a. Login to your Converse account. Now, select and click the Bot you want to integrate with NetHunt. Click on the**βIntegrate tab.β** b. The Integrate window will Open up. Select the **βAll Integrationsβ **Tab. c. A list of all native integrations for Converse will be available in this window. d. Now find NetHunt by:-- Either by scrolling down the list or,
- by typing βNetHuntβ in the Search Box with the placeholder βSearch Integration By Nameβ
- Email Address registered with NetHunt
- APi key
Step 2 of 5: Find your Authorization Key/Token in App Account
a. To get the API key, login to the NetHunt account. Scroll down and you will find the βSettingsβ tab on the bottom-left corner. Go to Settings>Other integrations>Generate API Key b. Click on βGenerate APi Keyβ and your APi key will be generated. Copy the key.Step 3 of 5: Enter Authorization Details and establish connection with your App
a. Enter the NetHunt APi key and registered email address, and click the βConnectβ Button to complete integration of Converse with NetHunt. B. If you have entered all the details correctly, you will see a notification that says, βIntegrated Successfully.βStep 4 of 5: Set up Mapping Parameters
a. Now, as connection of the Converse and NetHunt CRM is established, you need to map parameters (fields) of NetHunt CRM to the user response of the Converse question. You can use the +Add Parameters button to add more fields. For example, you select a question from All bot questions/components: Please provide your name? Then, you map it with the parameter -Name As a result, this mapping will enable integration to send the userβs response from Converse to the NetHunt CRMβs **Name **field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to NetHunt CRM fields. Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first. b. Select the βLead IDβ c. If you have entered all the details correctly, you will see a notification that says, βMapping successfully.β d. Also, your NetHunt integration will show the message **Installed **in the Integration List.Step 5 of 5: Test your Integration Set up with Data
Once you have established a connection between ** Converse** and NetHunt CRM, 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 Converse dashboard as well as in the NetHunt CRM that you have integrated.Still Not Working, Letβs Troubleshoot!
If you are not getting dummy lead from your Bot to NetHunt CRM, it may be due to the multiple reasons:- 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.
- Wrong Mapping Set up - Your mapping with Converse Question and CRM parameter is either incorrect or you havenβt added any mandatory parameter.
- Free plan- You are not subscribed to the paid plan on Converse as integration works only in paid plan.