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How to Integrate Qontak CRM

Article author
Learning Center Mekari
  • Updated

Integrations are a Qontak Omnichannel feature where customers can connect various platforms with chat panels such as email or Instagram.

Important
Only users with the Admin role can perform the integration. If you do not have an account with the Admin role, you can contact our support team at support-qontak@mekari.com.

To integrate the chat panel with Qontak CRM Messenger on the Web, you need to follow these steps:

  1. Open your Omnichannel Account.

  2. Select Channel Integrations, then click Qontak CRM.

    1-1.png

  3. Click “+ Add Qontak CRM Account” to connect the qontak CRM account to be integrated.

    qontakcrm1.png

    The integration view in CRM will not appear in the inbox because what is entered in the inbox is only for making tickets to CRM, for example, if a customer enters the inbox through one of the existing channels, the system will automatically create a ticket on CRM.

  4. Enter your username and password, then click “Connect” to integrate Qontak CRM.

    qontakcrm2.png

    An empty field will display a “field is required” error when you click the “Connect” button.

  5. If the data you entered is incorrect, a pop-up error will appear as shown below, then click “OK” to close the pop-up.

    qontakcrm3.png

  6. In the CRM contact list, you can stop integrating by clicking the "Disconnect" icon as shown below.

    qontakcrm4.png

  7. The pop-up notification “Are you sure? Disconnecting this channel will also delete this channel” will automatically appear if you click “Disconnect”, then select “Disconnect” if you are sure to disconnect your Qontak CRM account and if not then click the “Cancel” button.

    qontakcrm5.png