Integrating Boot with The Happening: A Step-by-Step Guide

Learn how to integrate Boot with The Happening, Google Sheets, and more in this detailed tutorial. Automate your tasks effortlessly! Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

Setting Up Webhook for Boot and The Happening

To begin with, setting up a webhook is essential for integrating Boot with The Happening. A webhook acts as a bridge, allowing data transfer between applications when specific events occur. In this case, we will automate tasks related to customer engagement using Boot and The Happening. using Pabbly Connect

Start by logging into your Boot account. Navigate to the settings section and select the Integrations option. Here, you will find the webhook settings necessary for this integration. Follow these steps to set up your webhook:

• Go to the Integrations section in Boot.
• Select the Webhook option.
• Click on the ‘Add New Webhook’ button.

After clicking the button, you will need to paste the webhook URL provided by The Happening into the designated field. This URL is crucial as it will capture the data from Boot whenever a specific event occurs, such as a conversation being created.

Selecting Trigger Event in Boot

Next, we will select the appropriate trigger event in Boot to initiate the integration with The Happening. The trigger event specifies when the automation will start. In this case, we want to capture conversations created by leads on our website. using Pabbly Connect

To set the trigger event, follow these steps:

• Choose ‘Chat Boot’ as your trigger application.
• Select ‘Conversation Created’ as the trigger event.
• Click on ‘Create Webhook’ to finalize your selection.

Once the trigger event is set, Boot will automatically send the relevant data to The Happening whenever a new conversation is initiated. This ensures that all customer interactions are captured effectively.

Testing the Connection Between Boot and The Happening

After setting up the webhook and selecting the trigger event, it is crucial to test the connection between Boot and The Happening. This step ensures that the integration is working correctly and that data is being transferred as expected. using Pabbly Connect

To test the connection, follow these steps:

Visit your website where the Boot chatbot is implemented. Initiate a conversation with the chatbot by entering the required details. Click ‘Start Conversation’ to send your message.

Once you send the message, return to The Happening to check if the response has been captured successfully. You should see all the details, including the timestamp, sender’s information, and the message content.

Automating Tasks with Google Sheets and Unified Inbox

Now that the connection between Boot and The Happening is established, you can further automate tasks by integrating Google Sheets. This allows you to systematically record all leads’ information captured from conversations. using Pabbly Connect

To set up the integration with Google Sheets, follow these steps:

Select ‘Google Sheets’ as your action application. Choose ‘Add Row’ as the action event. Map the fields from Boot to the corresponding columns in Google Sheets.

This setup will ensure that every time a new conversation is created in Boot, the lead’s information is automatically added to your Google Sheets. You can also utilize Unified Inbox to manage and respond to customer inquiries efficiently.

Conclusion

In conclusion, integrating Boot with The Happening, Google Sheets, and Unified Inbox streamlines customer engagement processes. By following this tutorial, you can automate tasks and ensure that all lead information is systematically recorded. This integration enhances efficiency and responsiveness in managing customer interactions.