Integrate SkooBot with LeadSquared 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 LeadSquared. Click on the ‘Third-party Apps Integration tab.’
b. The Third-party Apps Integration 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 LeadSquared by:-
Either by scrolling down the list or,
by typing ‘LeadSquared’ 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
Access Key
Secret Key
that you will get by logging into your LeadSquared account.
a. To get the API Token, login to the LeadSquared Admin account and on the
main dashboard, click the ‘My Profile’ Icon on the top right corner, and then click
the ‘Setting’ tab.
b. Here, click on ‘API and Webhooks’ tab on the bottom-left corner
c. Switch to the ‘API Access Keys’’ tab and click on ‘Show Secret Key’ tab to find your
‘Access ID/Key’ and ‘Secret Key’.
a. Enter LeadSquared Access Key and Secret Key and click the ‘Connect’ Button to complete integration of SkooBot with LeadSquared.
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 LeadSquared is established, you need to map parameters (fields) of LeadSquared 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 Lead Squared’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 LeadSquared 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 LeadSquared integration will show the message Installed in the Integration
List.
Once you have established a connection between SkooBot and LeadSquared, 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 LeadSquared you have integrated.
If you are not getting dummy lead from your Bot to LeadSquared, 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.
