Integrate SkooBot with TeamGate 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 TeamGate 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 TeamGate CRM by:-
Either by scrolling down the list or,
by typing ‘Teamgate’ 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
Application Key
Authorization Token
that you will get by logging into your TeamGate account.
Step 2 of 5: Find your Authorization Key/Token in App Account
a. To get the Application Key, login to the TeamGate account. On the top right corner,
Click on your profile and then click on the ‘Settings’ tab.
b. Scroll down the page . Click on ‘Additional Features’ on the bottom left corner and switch
to ‘External Apps’ tab.
c. Find your APi Key Label, In case it is not there, click ‘New API Key Request’ to create
one.
d. Enter your APi Key Label/Description and it will be listed under ‘Application’,
e. Click on your APi Key Label to find your Application Key and copy it for SkooBot integration.
f. To get TeamGate Authorization Token, on the dashboard click on your profile on the
top-right corner,
g. Click on the ‘Integration tab’ and then click ‘API Access’ to get your ‘Authorization
Token’.
Step 3 of 5: Enter Authorization Details and establish connection with your App
a. Enter TeamGate’s Application key and Auth. Token, and click the ‘Connect’ Button to complete integration of SkooBot with TeamGate CRM.
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 TeamGate is established, you need
to map parameters (fields) of TeamGate 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 TeamGate’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 TeamGate 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 TeamGate 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 TeamGate, 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 TeamGate you have integrated.
Still Not Working, Let’s Troubleshoot!
If you are not getting dummy lead from your Bot to TeamGate, 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.
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