Roistat
For the integration to work, you need to add the tracker code on Roistat to a mini-landing on Salebot.
Open the main menu on Roistat in the top left corner and move to the System Settings.
There open the Tracking code tab and click “Copy to clipboard”.
Open the Mini-landings tab on Salebot and move to edit one.
Paste the tracking code copied from Roistat into the HTML code body:
Lower in the settings find the section “Saving values from cookies to client variables” and activate the Roistat Visit Id (roistat_visit):
In the Settings -> Tracking code find “Checking the tracking code” below the code, where you need to paste the link to the mini-landing and press “Check tracking code”:
The code was added successfully if you got the message “The tracking code is successfully installed”:
When a client moves from the mini-landing, now they get a new variable roistat_visit in the client’s card:
Open the section Integrations from the menu in the top left corner.
Press “Add integration” and then find Salebot in the Integrations search tab:
Then press “Set up integration”
Copy the Webhook URL and go to the next step:
On the “Behaviour settings” step you can:
- 1.Configure the sending of leads to the CRM. If you turn off this option, leads will be created in the list of sent requests but won’t be sent to the CRM;
- 2.Configure the option to “Create tickets without contact details”. If the option is turned on, the request will be sent to the CRM even with the absence of client’s contact details;
- 3.Create scripts of lead sending;
- 4.Configure scripts of goal sending to Google Analytics.
Press Save to… save.
Move to Workflow on Salebot. Create a block for event sending through the webhook.
The block can be any type (for example, Dialogue state)
Open Advanced settings and specify:
- Request type: POST-json
- URL request: the Webhook URL you copied when setting up the integration on Roistat.
JSON parameters: add these parameters:
"roistat_visit" : "#{roistat_visit}"– mandatory parameter;"phone" : "#{phone}"– mandatory parameter;"name" : "#{name}"– optional;"email" : "#{email}"– optional;"comment" : "test"– optional; instead of “test” you can paste any comment that will be sent to Roistat and CRM with the request from the chat-bot;"fields": {"Messenger": "#{messenger}"– optional; through this parameter you can configure the infill of additional fields in the CRM on the request from the chat-bot. In this case, the field Messenger will be filled out by the variable #{messenger} from Salebot.
{
"roistat_visit" : "#{roistat_visit}",
"phone" : "#{phone}",
"name" : "#{name}",
"email" : "#{email}",
"comment" : "test",
"fields": {"Messenger": "#{messenger}"}
}
Don't forget to press "Save"!
After setting up the configuration of the integration, the requests gotten through Salebot will be transferred to Roistat with the visit number. You can see them in Roistat Analytics or in the section Project diagnostics -> List of submitted leads:
Last modified 1yr ago