Integrate SkooBot with Elevio CRM
This page contains the stepwise tutorial for the integration with SkooBot
Last updated
This page contains the stepwise tutorial for the integration with SkooBot
Last updated
a. Login to your SkooBot account. Now, select and click the Bot you want to integrate
with Elevio CRM. 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 SkooBot will be available in this window.
d. Now find Elevio CRM by:-
Either by scrolling down the list or,
by typing ‘Elevio’ in the Search Box with the placeholder “Search Integration By Name”
e. Now Click On The ‘Connect’ Button As Shown
f. An Interface, as shown below, will open up. Here, you will be asked to enter
APi Key
Access Token
that you will get by logging into your Elevio account.
a. To get the APi Key and Access Token, login to the Elevio account. On the bottom left
b. Scroll down the page . In case there is no APi Key listed, you can click on ‘Create API
Key’ tab to create one. Enter a ‘Description’ e.g. ‘New Api Key’ or ‘APi Key for
SkooBot’.
c. Click on one of the option and ‘Generate APi Key’
d. Your APi Key label will be listed at the bottom of the page. Click on ‘View Key & Token’
and copy your Elevio APi Key and Access Token.
a. Enter Elevio APi key and Access Token, and click the ‘Connect’ Button to complete
integration of SkooBot with Elevio CRM.
b. If you have entered all the details correctly, you will see a notification that says,
“Integrated Successfully.”
a. Now, as connection of the SkooBot and Elevio is established, you need
to map parameters (fields) of Elevio to the user response of the SkooBot 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 user's response from
SkooBot to the Elevio’s 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 Elevio 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. If you have entered all the details correctly, you will see a notification that says,
“Mapping successfully.
c. Also, your Elevio CRM integration will show the message Installed in the Integration
List.
Once you have established a connection between SkooBot and Elevio, 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 SkooBot dashboard as well as in the Elevio you have integrated.
If you are not getting dummy lead from your Bot to Elevio, 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 SkooBot Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.
Free plan- You are not subscribed to the paid plan on SkooBot as integration works only in paid plan.
If everything is correct and you are still unable to move forward, write to us at support@skoobot.com. We will respond back within 48 business hours.
corner, hover over the settings icon and click on the ‘API Keys’ tab.
