The integration will let you automatically transfer chats and calls records from JivoChat to your CRM. We will be creating and updating clients including their contact data. Also, you will be able to open clients profiles in CRM from our application directly.
To connect InSales go to JivoChat application, open Manage panel, proceed to Integrations and click on InSales.
You will need to fill out the opened form:
1.InSales domain name. Here you need to enter your CRM URL. It can be simply copied from your browser address bar.
2.API ID. Navigate to Приложения (Applications) > Разработчикам (For developers) and click Создать новый ключ доступа (Generate new Access Key). Copy generated Идентификатор (ID) and use for this field.
3.API password. Find it right below the ID that we used for the previous step.
4.Integration name. Put any name you’d like to use for this integration. It wouldn’t be visible for anyone but your account admins.
5.Select channels for this integration. Click on the field and check desired channels in dropdown menu.
Hit the Connect button and you are all set.
Congratulations! JivoChat data will be automatically transferred to your CRM system from now on. After connecting, the integration will appear in the “Connected integrations” list, where you can change its settings and view the event logs.