Overview
This guide helps you resolve issues when Talk Further leads aren't appearing in your Dazos CRM. The most common cause is a token mismatch between the API token configured in Talk Further and the current token in your Dazos integration settings.
Before You Begin
You'll need access to:
Your Talk Further account settings
Dazos CRM integration settings (admin access required)
The ability to copy and paste the API token accurately
Steps
Step 1: Check Your Talk Further API Token
Log into your Talk Further account and navigate to the integration settings where your Dazos API token is configured. Note the current token that's being used.
Step 2: Access Dazos Integration Settings
In your Dazos CRM instance, navigate to the Talk Further integration settings to view the current API token that should be used.
Step 3: Compare the Tokens
Compare the API token shown in Talk Further with the current token displayed in your Dazos integration settings. If the tokens don't match exactly, this is the source of your integration issue.
Step 4: Update the Token in Talk Further
Copy the current API token from your Dazos integration settings. Paste this token exactly into your Talk Further integration configuration, replacing the old or incorrect token.
Step 5: Save and Test
Save the updated token configuration in Talk Further. Submit a test lead through Talk Further to verify it now appears correctly in your Dazos CRM.
Verification / Expected Result
After updating the API token:
New leads submitted through Talk Further should appear in your Dazos CRM
Lead data should transfer completely and accurately
The integration should work consistently without further token issues
Troubleshooting / Common Errors
Token still not working:
Ensure you copied the entire token without extra spaces
Verify you're updating the correct integration settings in Talk Further
Confirm you have the most current token from Dazos integration settings
Leads partially transferring:
Token mismatch may cause partial data transfer
Complete the token update process even if some data is coming through
⚠️ Important: The API token must be copied exactly from Dazos integration settings to Talk Further. Any missing characters or extra spaces will cause the integration to fail.