By sending your transcription data from Notta to Salesflare, you can enrich your interaction history with customers managed in Salesflare. This allows you to have a more comprehensive view of your engagements, enabling you to provide more personalized and informed support to your customers.
Contents
- How do I set up the integration?
- How do I send transcription data to Salesflare?
- How do I update the API key?
- How do I disconnect Notta from Salesflare?
How do I set up the integration?
1. Access Salesflare's [Settings] → [API Keys] page, and then create a new key.
For detailed instructions on how to create an API key, please refer to this article.
2. Click [Integrations & Apps] at the bottom of the sidebar.
3. Click the [Connect] button below Salesflare.
4. Input the API key, and then click [Connect] to complete the integration setup.
How do I send transcription data to Salesflare?
1. Go to the detail page of your recording and click the [Send to] icon. Place your cursor over [Send to CRM], then select [Salesflare].
2. Input an email address into the [Contact Email] field, then select your target contact.
- If your target contact already exists, select it from the dropdown list.
- If your target contact doesn't exist, click [Add a new contact].
3. Select the data you'd like to send to Salesflare in the [Advanced options].
4. Click [Send] to initiate the sending process.
How do I update the API key?
1. Click [Integrations & Apps] at the bottom of the sidebar.
2. Click the [Salesflare] block.
3. Input the new API key, then click [Upgrade] to save the change.
How do I disconnect Notta from Salesflare?
1. Click [Integrations & Apps]at the bottom of the sidebar.
2. Click the [Disonnect] button below Salesflare.