How to Connect HelpCrunch as Data Destination

Integration will allow you to create, update and delete contacts in HelpCrunch, add and delete tags in a contact, update the responsible and responsible department for the chat, send a message to the chat, and also update the chat status based on data from other systems. For example, you can pass contact data from your website, landing page, or Google Sheets to HelpCrunch to create a contact. Integration will allow you to automate the data processing process as efficiently as possible using the different services you use.

Let's go through the entire HelpCrunch setup steps together!

Navigation:
1. What will integration with HelpCrunch do?
2. How to connect your HelpCrunch account to ApiX-Drive?
3. How to set up data transfer to HelpCrunch in the selected action?
4. Example of data that will be sent to your HelpCrunch.
5. Auto-update and update interval.

Once you have set up a Data Source system, such as Google Sheets, you can begin setting up HelpCrunch as a Data Destination.

To do this, click “Start configuring Data Destination”.

Select the system as Data Destination. In this case, you must specify HelpCrunch.

Next, you need to specify an action, for example, “Create CONTACT”.

- Create CONTACT - the ApiX-Drive system will create a new contact in your HelpCrunch account based on the data from the Data Source section.

- Delete CONTACT - the ApiX-Drive system will delete a contact in your HelpCrunch account based on the data from the Data Source section.

- Add TAG to contact - the ApiX-Drive system will add a tag to a contact in your HelpCrunch account based on the data from the Data Source section.

- Delete TAG from contact -   the ApiX-Drive system will delete the tag from a contact in your HelpCrunch account based on the data from the Data Source section.

- Update CONTACT - the ApiX-Drive system will update the contact in your HelpCrunch account based on the data from the Data Source section.

- Send chat MESSAGE - the ApiX-Drive system will send a message to the chat in your HelpCrunch account based on the data from the Data Source section.

- Update CHAT status - the ApiX-Drive system will update the chat status in your HelpCrunch account based on the data from the Data Source section.

- Update chat OWNER - the ApiX-Drive system will update the chat owner in your HelpCrunch account based on the data from the Data Source section.

- Update RESPONSIBLE DEPARTMENT for chat - the ApiX-Drive system will update the responsible department for chat in your HelpCrunch account based on the data from the Data Source section.

The next step is to select the HelpCrunch account to which will get the data.

If there are no accounts connected to the ApiX-Drive system, click “Connect account”.

In the window that opens, you must specify your API Key from HelpCrunch.

After this, the page will reload and the saved account will be automatically selected.

The API key is located in "Settings - Developers - Public API" in your HelpCrunch account. Copy your API key and paste it into the appropriate field in your ApiX-Drive account.

When the connected account appears in the "active accounts" list, select it.

Attention! If your account is on the "inactive accounts" list, check your access to this account!

Now you need to configure the connection of the Data Source fields using Google Sheets as an example with the corresponding fields in HelpCrunch.

To add a variable, click on the field in which you need to transfer data and select the desired variable from the drop-down list.

Please note! The "Customer locale" field should be passed as a string according to ISO 639-1 standard

Now you can see the test data.

If you want to send test data to HelpCrunch in order to check the correctness of the settings, click “Send test data to HelpCrunch” and go to your HelpCrunch to check the result.

If you want to change the settings, click "Edit" and you will go back a step.

If you are satisfied with everything, click “Next”.

This completes the Data Destination setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable update".

On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.

Attention! In order for the scheduled launch to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.    

To enable auto-update, switch the slider to the position as shown in the picture.

In order to perform a one-time connection trigger, click on the arrow icon.

This completes the configuration of HelpCrunch as a Data Destination! See how simple it is!?

Now you don’t have to worry, ApiX-Drive will do everything on its own!