IntelliTicks
  • Introduction
  • Getting Started
    • Overview
    • Build your first playbook
      • Start with Pre-build Templates
      • Start from scratch
  • Installation
    • IntelliTicks Plugin Script
    • Plugin Installation
  • Facebook Messenger Bot
    • Getting Started
      • Connect Facebook Page
      • Link Playbook to Messenger
    • Testing FB Messenger Bot
  • WhatsApp Bot
    • Benefits of WhatsApp Chatbots
    • Getting Started
    • FAQs
  • AI Builder
    • Playbooks
    • Nodes
      • Add and Send Data
        • Text
        • Image
        • Links
        • Youtube
        • Gallery
        • Dynamic Node
      • Collect User Data
        • Quick Reply
        • Form
        • Datepicker
        • Web View
        • Payment
        • Rating
        • Slider
        • Ask Question
        • Mutli Selection Reply
        • Quick Reply (with branches)
      • Redirect Users
        • URL redirect
        • Conditional branching
        • Go to Playbook
        • Jump to node
      • Export & Import
        • JSON API
      • Connect Users To A Human
        • Notify Agent
        • End Automation
      • Additional
        • Wait
        • Client Javascript
        • Actions
    • Actions
    • FAQ Training
    • Keyword Training
    • Advanced
      • Advanced Actions
  • Flash Responses
    • Flash Response
    • Create Flash Response
    • Using Flash Response
  • Customizing Platform
    • Widget
      • Theme Customization
      • Chat Widget Texts in Local Language
      • Adding Start Over button
      • URL Rules
      • Advanced Customization
        • How to Easily Add Custom CSS to Chat Widget
    • Chat icon/Bot Profile Photo
    • Different chatbot on each URLs
  • Integrations
    • WordPress Integration
    • Shopify Integration
    • Shopify Installation via Private Apps
    • Google Analytics
    • Magento Integration (1.x)
    • Magento Integration (2.x)
    • LeadSquared Integration
    • Marketo Integration
    • Salesforce Integration
    • Zapier Integration
      • Data Available in Zapier
    • Zoho CRM Integration
    • Wix Integration
    • Custom/in-house CRM integration
  • How to
    • Change the Default Playbook
    • Schedule meetings on calendar
      • How to integrate calendly for meetings
      • How to integrate Acquity for meetings
      • How to Integrate YouCanBook for meetings
    • Block a User
    • Delete a User
    • Hide trigger message from website
    • How to show chatbot in right middle of website
    • Start chatbot on a button click
    • Create chatbot landing page
    • Customize Landing Page Link
    • Enable Notifications on browser
    • Popup bot on Facebook page automatically
    • How to send data to chatbot via Javascript
  • Growth Hacks
    • Facebook Retargeting
    • Messenger Ads to chatbot
  • Troubleshooting
    • Messenger Bot is not working as expected
    • How do I remove the Messenger app in Shopify?
    • Push Notification Issues
  • Partnerships
    • White-labeled Chat Platform
    • Affiliate Partnership
  • Miscellaneous
    • Languages Supported
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On this page
  • Create Lead
  • Update Lead (Optional)

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  1. Integrations

Custom/in-house CRM integration

This article explains IntelliTicks' capability to integrate with your customized

IntelliTicks can be integrated with your custom CRM. For that you need to provide API details.

When IntelliTicks captures email or phone number, it will make an API call to your system to create the lead. Subsequently when other profile data is captured on chat, it will make API calls to update the lead. Below are the API requirements. Below are the requirements:

  • All API calls should have accept JSON payload/FORM post in the request body.

  • Optionally you can authorize your API calls with fixed Authorization keys in headers, query string or body.

  • Follow one of the given method to update the lead

    • Create a separate API calls to create the lead and update the lead. In create API return lead id in JSON body, which will be used in subsequent update calls.

    • Create just one API call and write a logic on server which reads email id and phone number from payload and identifies from the database if its new lead or existing lead.

Below are the sample API calls which would be made from IntelliTicks server

Create Lead

POST https://api.yourcompany.com/v1/lead

You can create endpoint like to this to create a lead in your CRM.

Headers

Name
Type
Description

Authentication

string

Authentication token

Request Body

Name
Type
Description

param1

string

Any custom field which is captured on chat.

name

string

Name of the lead

phone

string

mobile number of the lead

email

string

Email id of the lead

{
    "id": "62839"
}

Update Lead (Optional)

PUT https://api.yourcompany.com/v1/lead/:id

You can create this endpoint to update the lead in your CRM

Path Parameters

Name
Type
Description

id

string

Lead id of a lead which is being updated

Headers

Name
Type
Description

Authorization

string

Authentication token

Request Body

Name
Type
Description

param1

string

Additional field to update for the given lead

param2

string

Additional field to update for the given lead

{
  "id":"62235"
}

Once you are ready with the API endpoints, please share the same with your point of contact to get it updated.

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Last updated 5 years ago

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