Integrate SkooBot with Help Desk 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 Help Desk 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 Help Desk by:-
Either by scrolling down the list or,
by typing ‘Help Desk’ 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 the
Account ID
Access Token
that you will get by logging into your Help Desk account.
a. To get the Account ID and Access Token, login to the Help Desk CRM account and click on ‘Go to Helpdesk’ tab
b. Navigate to Settings>Integrations>Show API
c. Click on the ‘Authentication’ tab, and then click on ‘Developer Console, to create the Personal Access Token.
d. Navigate to the Tools>Personal Access Token> Create new token
e. Mention Label/Name of your access token and choose Access Scopes as ‘Select all’.
Scroll down the window and click ‘Create new token’ tab
f, And your ‘Account ID’ and ‘Access Token’ will be generated. Copy the details
a. Enter Help Desk Account Id and Access Token and click the ‘Connect’ Button to complete integration of SkooBot with Help Desk CRM.
b. If you have entered all the details correctly, you will see a notification that says,
“Integrated Successfully.”
c. Also, your Help Desk CRM integration will show the message Installed in the Integration
List.
Once you have established a connection between SkooBot and Help Desk, 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 Help Desk you have integrated.
If you are not getting dummy lead from your Bot to Help Desk, 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 Access Token, Account ID have been entered correctly.
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.
