5.04 How to integrate your brand CRM with the platform

Morph.ai lets you to integrate your brand CRM with the platform and push data collected on the bot to your CRM in real time which helps you to monitor the performance of the bot. 

You can integrate your CRM with the platform in the Settings tab by clicking on the CRM link under integrations as indicated in the below image.

Note: Integrations is renamed as Chatflow Extensions.

Click on the 'Create New' button and choose your brand CRM from the list of a variety of options provided. For demonstration, lets take an example of HubSpot as shown in the below image (1)

As you choose your CRM, the platform lists the steps to be followed as shown in the above image (2)

1. Login to Zapier 
   
   In case you do not have an existing Zapier account, go to Zapier and create one using your work email ID.
   
   
2. Create a new zap 
   
   Click on the make a zap button as shown in the below image.
   
   
   
   
3. Select Morph.ai (1.0.0) as Trigger App
   
   
   
   In case you are unable to find Morph.ai (1.0.0), then click on the below link and accept the invite from Morph.ai as shown in the image below.
   
   Link - Generate Invite
   
   
   
   Once you have accepted the invite and you can now select Morph.ai (1.0.0) and move to the next step.
   
   
4. Select "Get Customer" as trigger in Choose trigger, and click Continue.
   
   Next step is to choose the trigger condition. Choose 'Whenever Customer Updates', so that when ever there is any update from the customer the same is synced in your CRM.
   
   
   
   
5. Paste the API key in the "API Key" field.
   
   Save the CRM widget to get the API key.Click on 'Copy Code' button to copy the API key and paste it in your ZAP as shown in below images.
   
   
   API Key from Morph.ai Platform
   
   Paste it in your ZAP and continue
   

   
   
6. Test you zap by selecting a sample, and click Continue.
   
   The Zap automatically pulls up a sample customer from the Morph.ai app for testing as shown in the below image.

   
   
   
   Click on the Continue button at the end of the page. Now that you have created the trigger action you would need to create the action step.

   Click on the 'Add a step' button as shown in the below image to integrate the action step.
   
   
   
   Click on 'Action/Search' and choose your CRM (in this case we will choose HubSpot). The action step for us to create or update a contact in the brand CRM, we will choose 'Create/Update Contact' option and continue as shown in below image.

   
   

   
   

   
   

   
   

   Next step is to choose your account. Click on the Connect your account, which would redirect you to your CRM webpage and you can then login to connect your account.
   

   
   

   Once you have connected your account, you can now continue and map the properties from Morph.ai with your CRM as shown in the below image.
   

   Here we are mapping the Email for the contact with the one received from Morph.ai.
   

   
   

   
   

   
   

   You can search for the properties received from Morph.ai and map the correct property. Similarly you can map all the important details thet need to be synced whenever there is an update on the bot.
   

   Contact Email is mapped with Email from Morph.ai
   

   
   

   Once you have mapped all the properties , you can continue and test the ZAP by sending the sample contact to your CRM. Once tested you can now click on 'Finish' to save your ZAP and provide a name to your ZAP and turn it on.
   

   
   

Congratulations you have now successfully integrated your brand CRM with Morph.ai 👍😃

• Related Articles

• [Configure: Chat Flow: Conversations] Integrate CRM

  Morph.ai lets you to integrate your brand CRM with the platform and push data collected on the bot to your CRM in real time which helps you to monitor the performance of the bot.  You can pass your leads to CRM using the Integrate CRM block in the ...

• 5.03 How to pass leads to CRM

  Morph.ai lets you push data collected on the bot to your CRM in real time, that helps you to monitor the performance of the bot . You can pass your leads to CRM using the Rest API block in the Chat Flow > Conversations tab. For more details you can ...

• 2.07 How to make API calls through the platform

  'Rest API' block in the Chat Flow > Conversations tab can be used to make API calls to external systems without having to write any code. Rest API block enables the feature of pushing data gathered from the bot directly to the brand CRM in real time. ...

• 2.12 How to integrate frequently asked questions

  Morph.ai platform helps you create an intelligent bot, that can understand users responses and provide relevant replies. One of the ways to make the bot more intelligent is integrating some of the frequently asked questions along with predefined ...

• 2.08 How to send Email/SMS from the platform

  The platform provides some additional functionalities to send out email and SMS to the users, which can be explored by clicking on More block in Chat Flow > Conversations tab. How to send Email? Click on the Send Email Block, the following window ...