Question 1

What happens to my shipments if I disconnect Shiprocket?

Accepted Answer

Disconnecting switches the integration off; it does not delete anything or cancel parcels already with Shiprocket. Shipments you booked, with their AWB numbers, stay on their jobs, and the Ship via Shiprocket switch disappears from new deliveries until you connect again with your Shiprocket API email and password.

Question 2

Which integrations need the Standard plan or higher?

Accepted Answer

Mailchimp, PhonePe, QuickBooks and Xero are part of the Standard and Enterprise plans and are hidden on Lite and Basic. Meta Lead Ads, Shiprocket, the SMS gateways and the Google and Microsoft calendars can be connected on every plan. Leads captured from Meta, IndiaMART or Justdial land in Leads, which needs Standard or Enterprise; the 15-day trial includes Standard features.

Question 3

Do BytePhase integrations cost extra?

Accepted Answer

No. BytePhase does not charge separately for any integration on this page. The only paid extras around messaging are SMS packs and WhatsApp balance top-ups. Some services you connect bill you directly under your own account with them, for example courier charges in Shiprocket or message fees in Twilio and BulkGate.

Question 4

Which lead sources can BytePhase capture automatically?

Accepted Answer

Meta Lead Ads from Facebook and Instagram, IndiaMART and Justdial for shops in India, and website forms from WordPress, Typeform, Jotform, Tally.so or your own site. Zapier, n8n and the BytePhase API can add leads from other tools. Each lead is tagged with its source, so you can see at a glance where every enquiry came from.

Question 5

How do I test my IndiaMART lead connection, and where can I see what arrived?

Accepted Answer

Use the test option on IndiaMART's Push API screen; the enquiry shows up in BytePhase within seconds. Each connection has a View activity log that lists every delivery as Successful, Duplicate, Failed or Received, and a failed entry can be retried once you have fixed the cause. Justdial cannot send a test lead on demand, so its connection is confirmed when your first real enquiry arrives.

Question 6

Can repeat IndiaMART or Justdial enquiries be saved as new leads?

Accepted Answer

Yes. BytePhase matches an incoming enquiry to your existing leads by mobile number or email. By default it keeps the existing lead and skips the repeat, but in the connection's If customer exists step you can choose Create a new record instead, so every enquiry is saved as its own lead. The same IndiaMART enquiry delivered twice is still saved only once.

Question 7

Who in my team can set up or remove the Jotform integration?

Accepted Answer

It depends on their role. BytePhase has separate integration permissions: one to view integrations, one to create or change them, and one to delete them. Give these only to the people who manage your forms. Disconnecting an integration stops its API key and rejects new submissions, but the submission history is kept.

Question 8

What happens if I rename a question in my Tally.so form?

Accepted Answer

BytePhase matches Tally.so answers by the question's label, so a renamed question arrives under its new name and its answer no longer lands in the BytePhase field you picked. After renaming, submit the form once and map the question again. If it was the name, email or mobile number question, check the Activity screen for failed submissions and retry them.

Question 9

How do Tally.so checkboxes, dropdowns and file uploads arrive in BytePhase?

Accepted Answer

BytePhase turns Tally.so's option IDs back into the text your customer chose, so a dropdown arrives as its wording and several ticked checkboxes arrive as one comma-separated value. File uploads arrive as links. Empty answers are left out. You then map each question to a BytePhase field in the Match fields step.

Question 10

How do I test the Tally.so integration before going live?

Accepted Answer

Open your form on tally.so and submit it once. The questions are captured in the BytePhase setup wizard for mapping. Until you press Activate, submissions are only logged as Received and nothing is created. After activating, you can retry that parked test from the Activity screen, or use Send test there to confirm a record is created.