This integration allows you to generate a new Client in Ploomes from finished chats in Jivo. It saves contact data and chat logs with each generated client.
To integrate Ploomes, open your JivoChat application and go to Manage > Integrations and click on Ploomes.
After that, the connection page will open and you will need to fill in the following fields:
1.Access token: To generate an access token, go to your Ploomes panel and access the menu Administration -> Integration Users.
Click to add a ‘New user’.
Insert a name, e-mail and choose the profile of the user (we recommend selecting the option Administrator). After that, click on ‘Create user’ and confirm the new user creation.
Confirm if the new user is activated and click on top of it to open the settings.
Copy the API key from the new user settings and paste it in the ‘Access token’ field on your JivoChat app.
2.Integration name. The name that will be displayed in the list of connected integrations. Any name will suffice.
3.Select channels for this integration. Click to open the list of available channels and select the ones to enable this integration.
Hit the Connect button and you are all set.
Done! The integration will be connected and you will receive data from JivoChat into your CRM. After connecting, the integration will appear in the ‘Connected integrations’ list, where you can change its settings and view the event logs.