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Manychat to Chat To Clients CRM Integration


The steps in this article are for Advanced Integration and for informational purposes only. 

While our support team does not currently service or support either our API or ManyChat Integration due to their complexities, we have many tools and groups to help you get started and connected! For assistance with APIs only, you can join our Developer Council Slack Community here: developers.Chat To Clients CRM.com

We also hold a Developer Council Zoom Call once a month (second to last Friday) which you can find on the Events calendar here: https://crm.chattoclients.io

For more information and links to our API documentation, visit our developer's website: https://developers.Chat To Clients CRM.com/


Please Note:

The API URL endpoints: 
- Create Contact: https://api.Chat To Clients CRM.com/zapier/contact/add_update
- Add/Update Opportunity: https://api.Chat To Clients CRM.com/zapier/contact/add_update_opportunity


Data Fields

{
“email”: “john@deo.com”,
“phone”: “+18887324197”,
“firstName”: “John”,
“lastName”: “Deo”,
“tags”: [
“commodo sed aliquip”,
“ut exercitation sunt”
]
}



Troubleshooting

Q1) I'm seeing duplicate contacts coming in from Manychat ? How do I sync Chat To Clients CRM with Manychat

To avoid Manychat duplicate contacts in Chat To Clients CRM, please watch the video below

Using External Request to update contact instead of duplicating contact

 https://www.loom.com/share/1c05ad65de8d4bbdae71e0c557e79a4d


Headers:  

AUTHORIZATION = Bearer APIKEY

Content-Type = application/json


body:

{
"first_name": {{first_name|fallback:""|to_json:true}},
"last_name": {{last_name|fallback:""|to_json:true}},
"email": {{email|fallback:""|to_json:true}},
"phone": {{phone|fallback:""|to_json:true}}
}






Last updated Thu, 7 Jul, 2022 at 4:32 PM