Integrio

Initial Configuration Setup

Begin by logging into your Chatassist account and navigating to the integrations dashboard. Locate the ConnectifyPro integration option and click "Connect." You’ll be prompted to authorize the connection by entering your ConnectifyPro API key, which can be generated from your ConnectifyPro settings. Ensure both accounts are active and properly configured for a smooth setup.

Data Mapping and Synchronization.

Once the connection is established, define the data fields to be shared between Chatassist and ConnectifyPro. Use Chatassist intuitive mapping tool to align fields such as customer data, task details, or project updates. This ensures seamless synchronization of information, preventing duplication or mismatched entries.

Workflow Automation Configuration.

Leverage Chatassist automation features to define workflows that trigger actions in ConnectifyPro For example, a completed task in Chatassist can automatically update project progress in ConnectifyPro. Set up notifications and conditions to ensure alignment between systems, streamlining collaboration and reducing manual effort.

Integration Testing and Deployment.

Before going live, perform a comprehensive test of the integration. Use sample data to validate that updates in Chatassist reflect accurately in ConnectifyPro and vice versa. Once verified, deploy the integration and monitor performance during the initial weeks. Adjust settings as necessary to optimize functionality and ensure seamless operation.