Integrate SkooBot with Shipway CRM

This page contains the stepwise tutorial for the integration with SkooBot

Step 1 of 5: Login to SkooBot Account and Select Application to Integrate

a. Login to your SkooBot account. Now, select and click the Bot you want to integrate

with Shipway 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 Shipway CRM by:-

• Either by scrolling down the list or,

• by typing ‘Shipway’ 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

• User Name

• License Key

that you will get by login to your Shipway account.

Step 2 of 5: Find your Authorization Key/Token in App Account

a. To get the License Key, login to the Shipway account. On the dashboard, click on

‘Settings’ tab and then click on ‘General’

b. And you will find you ‘User Name’ and ‘License Key’

Step 3 of 5: Enter Authorization Details and establish connection with your App

a, Enter Shipway User Name and License Key, and click the ‘Connect’ Button to complete

integration of SkooBot with Shipway.

b. If you have entered all the details correctly, you will see a notification that says,

“Integrated Successfully.”

Step 4 of 5: Set up Mapping Parameters

a. Now, as connection of the SkooBot and Shipway is established, you need

to map parameters (fields) of Shipway 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 Shipway’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 Shipway 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 Shipway CRM 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 SkooBot and Shipway, 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 Shipway you have integrated.

Still Not Working, Let’s Troubleshoot!

If you are not getting dummy lead from your Bot to Shipway, 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 App 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 [e-mail]. We will respond back within 48 business hours.