Integrate BotPenguin with Agile CRM

This page contains the stepwise tutorial for the integration with BotPenguin

Step 1 of 4: Login to BotPenguin Account and Select Application to Integrate

1. Login to your BotPenguin account, select the Bot you want to integrate with Agile CRM.

2. Now, click the ‘Integrate’ tab.

Bots

1. The integrate window will open up. Make sure you are in the “All Integrations Tab.”

2. A list of all native integrations for BotPenguin will be available in this window.

   • Now find Agile CRM by:-

   • Either scrolling down the list

   • Or by typing in ‘Agile CRM’ in the search box with the placeholder “search integration by name”

e. Now click on the ‘connect’ button as shown below.

Third Party Integration

Step 2 of 4: Find your Authorization Key/Token in App Account

1. After you click the connect button, the integration window for Agile CRM will appear, as shown below.

2. To complete the process, you require three details:

   • Agile CRM Domain

   • Email Address

   • API Token

Third Party Integration

1. Agile CRM Domain:

   • To obtain the Agile CRM Domain, login into your Agile CRM account. Navigate to your browser search bar, copy the address from there, and paste it into the BotPenguin interface.

Agile CRM

• • Email Address:

The email address is the same as the one you signed up with on Agile CRM. You can also see it from your Agile CRM dashboard after clicking on the Profile Icon.

Agile CRM

• • API Key:

To obtain the API Token, click on Admin Settings.

Agile CRM

• • Then, navigate to Developers and API.

Agile CRM

• Under API Keys, copy the REST API Key.

Agile CRM

Step 3 of 4: Enter Authorization Details and establish connection with your App

a. After filling out all the details, click on the Connect button.

Third Party Integration

b. If you have entered all the details correctly, you will see a notification that says, “Updated successfully.”

Third Party Integration

c. Also, your Agile CRM integration will show the message Installed in the Integration List.

Third Party Integration

Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between BotPenguin and Agile CRM and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your BotPenguin dashboard and in the Agile CRM you have integrated.

Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Agile CRM, it may be due to multiple reasons:

• Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.

• Free plan- You are not subscribed to the paid plan on BotPenguin as integration works only with the paid plan.

If everything is correct and you cannot move forward, write to us at [e-mail]. We will respond within 48 business hours.