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The XAPPAI integration connects your FieldPulse account to automatically send leads from the XAPPAI chat and form widgets. The following information can be sent into FieldPulse:
  • Customers
  • Jobs

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How it Works

Depending on the channel (chat vs. form) and the type of information gathered, either just a customer lead will be created or a customer lead and pending job.

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Customer Lead​

If only contact information and message is gathered (which is more typical from chat), only a customer lead will be created. You will find it in the “Customers” section. FieldPulse API Key You will also see additional information under the “Customer History” section. FieldPulse API Key

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Job Creation

If the customer lead also specifies they need some type of service or visit, a job will be created for the customer with a description of the desired job in the title. It will also have a preferred time that will need to be confirmed with the customer. FieldPulse API Key

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Integration Set Up

  1. Request API Key from FieldPulse through chat or by phone.
  2. In XAPPAI, navigate to Studio > Integrations. Integrations
  3. Select “FieldPulse” and paste your API key in the text field and click “Connect”. FieldPulse API Key
  4. After the integration is setup, a status light will appear next to the integration. If it is green, the API key is working properly. FieldPulse API Key
  5. To confirm the integration is working, complete a lead from the XAPPAI form or chat and confirm it is sent to FieldPulse.
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.