iCount integration

An AI chatbot that sends its leads to the iCount CRM

SLAtech AI answers the visitors of your website in Hebrew, English and Russian from your own content. When a visitor leaves a name and an e-mail, the lead goes straight to the CRM leads in iCount, with the question, the page and the language in the notes. You connect it once, with an iCount API token.

What arrives in iCount

For each lead the assistant adds a CRM lead in iCount with the visitor's name, e-mail and mobile number, and the question, the page it was asked on and the language of the conversation in the notes. iCount needs an e-mail for a lead, so a visitor who left only a phone number is not sent there; that lead still reaches you by e-mail.

How to connect it

In iCount, create an API token on the API tokens settings page; it has the permissions of the user who created it. In your SLAtech AI admin, open the site, then Setup, then the card for Israeli CRM and invoicing systems, choose iCount and paste the token. It is checked with iCount before it is saved, stored encrypted and never shown again, and a button sends one clearly labelled test lead.

When iCount does not answer

The lead is never lost. It is saved in SLAtech AI and e-mailed to you as before, and the error is shown on the connection page with its time. A site sends its leads to one system, so connecting iCount replaces another system connected on the same site.

Frequently asked questions

Why was a lead not sent to iCount?

Most often because the visitor left a phone number and no e-mail: iCount needs an e-mail for a lead. Such a lead is kept in SLAtech AI and e-mailed to you.

Does it create invoices or clients in iCount?

No. It adds a CRM lead only. Documents stay in your hands in iCount.

Which permissions does the token need?

Those of a user who may add CRM leads; the token acts with the permissions of the user who created it.

Can I stop sending leads?

Yes. Disconnect on the same page: sending stops and the stored token is deleted.

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