Integrate BotPenguin with Chakra CRM

This page contains the stepwise tutorial for the integration with BotPenguin

a. Login to your BotPenguin account. Now, select and click the Bot you want to integrate with Chakra CRM. Click on the ‘Third-Party Apps Integration tab.’

Bots

b. The Integrate window will Open up. Select the ‘Third-Party Apps’ Tab.

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

d. Now find Chakra by:-

• Either by scrolling down the list or,

• by typing ‘Chakra’ in the Search Box with the placeholder ~Search Integration By Name~

e. Now click on the ‘Connect’ button as shown

Third Party Integration

f. An Interface, as shown below, will open up. Here, you will be asked to submit‘API Token’.

Third Party Integration

Step 2 of 5: Find your Authorization Key/API Key in Chakra CRM Account

a. To get the API key, login to your Chakra CRM account, and click on ‘Admin’ tab on the left side panel.

Chakra CRM

b. Scroll down to find the API keys tab and click it.

Chakra CRM

c. Select the API key created for the bot integration.

Chakra CRM

d. Your Access Token is the API key. Copy it and save.

Chakra CRM

Step 3 of 5: Enter Authorization Details and establish connection with your CRM

a. Enter the API Token and click the ‘Connect’ button to connect BotPenguin with Chakra CRM.

Third Party Integration

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

Third Party Integration

Step 4 of 5: Set up Mapping Parameters

a. Now, as connection of the BotPenguin and Chakra CRM is established, you need to map parameters (fields) of Chakra CRM to the user response to the BotPenguin question.

You can use the +Add Parameters button to add more fields.

For example, you select a question from All bot questions/components: Please provide your name.

Then, you map it with the parameter -Name

As a result, this mapping will enable integration to send the user's response from BotPenguin to the Charkra CRM’s Name field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Chakra CRM fields.

Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.

Third Party Integration

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

Third Party Integration

c. Also, your Chakra integration will show the message Connected in the Integration list.

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Step 5 of 5: Test your Integration Set up with Data

Once you have established a connection between BotPenguin and Chakra CRM, and the mapping is complete, you are ready to go for your first test lead. Click the ‘Test Lead’ tab to test your integration setup by creating a dummy lead on the bot. This lead should appear in your Chakra CRM that you have integrated.

Third Party Integration

Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Chakra 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 Domain, Client ID, and Client Secret have been entered correctly.

• Wrong Mapping Set up - Your mapping with BotPenguin Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.

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

If everything is correct and you are still unable to move forward, write to us at [email protected]. We will respond back within 48 business hours.