BotPenguin for Partners
DocsSupport
  • Partner Onboarding
    • Introduction
    • Partner Onboarding
    • Understanding your plans
  • Partner PLATFORM GUIDELINES
    • Dashboard
    • Customer Management
    • Team Management
    • Plans Management
      • Configurations
      • Plans
      • Add-on
      • Invoices
    • Integration Setup
      • Setup Google reCAPTCHA
      • Setup AWS SES Account
      • Setup ChatGPT Account
      • Setup Zoho Integrations
      • Setup Google OAuth App
      • Setup RazorPay Account
      • Setup Stripe Account
      • Setup Facebook App for WhatsApp & Facebook Bots
        • Create Facebook Login for Business Configuration
        • Meta System User Token
    • Configurations
      • Retention Policy
      • Custom Domain
      • Custom Script
      • Bot templates
      • Whatsapp Templates
    • Subscriptions
    • Feedbacks
    • Brand & Account Management
  • Customer Platform Guidelines
    • New Bot Setup
      • Website Chatbot
      • WhatsApp Chatbot
        • ⚙️WhatsApp Bot Creation with Automated onboarding
        • 🐧Migration Of Whatsapp Account from other platforms to BotPenguin.
        • 🔃Reconnect Whatsapp Bot
      • Instagram Chatbot
      • Facebook Chatbot
      • Telegram Chatbot
      • Microsoft Teams Bot
    • Chatflow Setup
      • Components In Chatflow
        • Request Information
        • Send Information
        • Trigger Actions
      • 3rd Party API in Chatflows
        • ChatGPT
        • Create your custom integration
        • Call external APIs in your chat flows
    • Train Your AI Chatbot
    • Install your Website Chatbot
      • Install Website Bot on WordPress
      • Install Website Chatbot on Custom Build Website
      • Install Website Chatbot on Squarespace
    • Bot Settings
      • Website Chatbot Settings
        • Design
        • General
        • Alerts
        • Triggers
        • User Access
        • Chat Window
        • AI settings
        • Transfer Chat to WhatsApp Functionality
      • Telegram Chatbot Settings
        • General
        • Telegram Profile
      • Instagram Chatbot Settings
      • Facebook Chatbot Settings
      • WhatApp Chatbot Settings
        • General
        • Alerts
        • WhatsApp Profile
      • AI Settings
    • Automation Settings
      • WhatsApp Template Setup
      • WhatsApp Catalog Setup
      • WhatsApp Flows (Forms) Setup
      • WhatsApp Broadcast Setup
      • WhatsApp Drip Campaigns Setup
      • Facebook Auto-Reply Features
    • 3rd Party App Integrations
      • Integrate BotPenguin with Microsoft Teams
      • Integrate BotPenguin with WooCommerce
      • Integrate BotPenguin with Capsule CRM
      • Integrate BotPenguin with Elevio CRM
      • Integrate BotPenguin with Close CRM
      • Integrate BotPenguin with CalendarHero CRM
      • Integrate BotPenguin with Extraaedge CRM
      • Integrate BotPenguin with Infobip CRM
      • Integrate BotPenguin with Google Sheets
      • Integrate BotPenguin with Google Task
      • Integrate BotPenguin with HelpShift CRM
      • Integrate BotPenguin with Zendesk CRM
      • Integrate BotPenguin with LeadSquared CRM
      • Integrate BotPenguin with Zoho Desk
      • Integrate BotPenguin with SupportBee CRM
      • Integrate BotPenguin with Wealthbox CRM
      • Integrate BotPenguin with SendInBlue
      • Integrate BotPenguin with Apptivo CRM
      • Integrate BotPenguin with Freshdesk CRM
      • Integrate BotPenguin with Help Desk CRM
      • Integrate BotPenguin with Helpcrunch CRM
      • Integrate BotPenguin with Jira CRM
      • Integrate BotPenguin with KarmaCRM
      • Integrate BotPenguin with LiveAgent CRM
      • Integrate BotPenguin with NetHunt CRM
      • Integrate BotPenguin with Plivo CRM
      • Integrate BotPenguin with Recurly CRM
      • Integrate BotPenguin with Shipway CRM
      • Integrate BotPenguin with Zoho Projects
      • Integrate BotPenguin with Zoho CRM
      • Integrate BotPenguin with TeamGate CRM
      • Integrate BotPenguin with Agile CRM
      • Integrate BotPenguin with Pipedrive
      • Integrate BotPenguin with Drip CRM
      • Integrate BotPenguin with Google Calendar
      • Integrate BotPenguin with Groove
      • Integrate BotPenguin with Helpdocs
      • Integrate BotPenguin with Bitrix24
      • Integrate BotPenguin with GetResponse
      • Integrate BotPenguin with Freshworks CRM
      • Integrate BotPenguin with Insightly CRM
      • Integrate BotPenguin with Nimble CRM
      • Integrate BotPenguin with Nutshell CRM
      • Integrate BotPenguin with OntraPort CRM
      • Integrate BotPenguin with HubSpot
      • Integrate BotPenguin with WebHoper
      • Integrate BotPenguin with EngageBay
      • Integrate BotPenguin with Frontapp
      • Integrate BotPenguin with Copper
      • Integrate BotPenguin with Salesflare
      • Integrate BotPenguin with No CRM
      • Integrate BotPenguin with Helprace
      • Integrate BotPenguin with Flowlu
      • Integrate BotPenguin with Pipeline
      • Integrate BotPenguin with Zingtree
      • Integrate BotPenguin with Salesforce CRM
      • Integrate BotPenguin with Chakra CRM
      • Integrate BotPenguin with SimplyBook
      • Integrate Botpenguin with Zoho CRM
      • Integrate Botpenguin with Zapier
      • Integrate BotPenguin with Twilio
      • Integrate BotPenguin with Make.com
    • Inbox & Chat
    • Analytics
    • Teams
      • Team
      • Business hours
      • Members
      • Role
      • Using Teams in Chatflow
    • Customer's Subscription
    • Notifications
    • Developers
    • Account Management
      • Account
      • Password
      • Delete Account
    • Frequently Asked Questions (FAQs)
      • ❓Product FAQs
        • Onboarding FAQs
        • Edit your chat flow
        • Bot Installation FAQs
        • ChatGPT FAQs
        • Inbox FAQs
        • Analytics FAQs
        • Chat Flow FAQs
        • Bot Settings FAQs
        • Profile, Team & Notifications FAQs
        • WhatsApp FAQs
        • Product Update FAQs
        • Subscription FAQs
      • 🙋‍♂️Partner's FAQs
        • Onboarding
        • Affiliate Partner
        • Implementation Partner
        • Whitelabel Partner
        • WhatsApp Whitelabel Partner
        • Add-ons FAQs
        • Subscription FAQs
        • LTD FAQs
    • Chatbot Troubleshooting
  • PLATFORM UPDATES & INFO
    • 🔥What's New
    • 🐞Raise Bugs
    • 📄New Feature Request
    • 🐧BotPenguin Roadmap
    • ✍️Platform Feedback
    • 🔹Uptime Status
  • Developer Documentation
    • Partner API Documentation
      • Setting up environment
      • Get Customer
      • Create Customer
      • Update Customer
      • Delete Customer
      • Get Customer API Token
      • Get Team Members (Custom Users)
      • Get Custom User (Team Member) Token
      • Embedding the BotPenguin Inbox in 3rd Party Apps
    • API Token & Keys
      • Get All Contacts
      • Getting Groups/Segments
      • Add WhatsApp Contact
      • Delete WhatsApp Contact
      • Website Contacts & Meta Data
  • WhatsApp Cloud API by Meta
    • Setting Up Your Facebook Business Manager
    • Meta Conversation Pricing for WhatsApp Cloud API
    • Update WhatsApp Bot Profile
    • Getting a Blue Tick(previously Green Tick) on WhatsApp
  • WhatsApp Cloud API
    • GET Templates List
    • POST WhatsApp Template Message
    • POST Send Message API
  • Other
    • Terms & Conditions of Service
    • Privacy Policy
    • Service Level Agreement
    • Incident Management and Response Process
Powered by GitBook
On this page

Was this helpful?

  1. Customer Platform Guidelines
  2. 3rd Party App Integrations

Integrate BotPenguin with Insightly CRM

This page contains the stepwise tutorial for the integration with BotPenguin

PreviousIntegrate BotPenguin with Freshworks CRMNextIntegrate BotPenguin with Nimble CRM

Last updated 7 months ago

Was this helpful?

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

  1. Login to your BotPenguin account, and select the Bot you want to integrate with Insightly 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.

    1. Now find Insightly CRM by:-

    2. Either scrolling down the list

    3. Or by typing in ‘Insightly CRM’ in the search box with the placeholder “search integration by name”

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

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

  1. To complete the process, you need to fill out:-

  2. The API Token

  1. The API Token:-

  2. Click on the Profile Icon on your dashboard to obtain the API token.

  3. There, Navigate to User Settings.

  1. Scroll down in the user settings tab until you can see the API section.

  2. Copy the API key and paste it back on BotPenguin.

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

  1. After filling out the API key, click Connect.

  1. Look for the notification “Connected Successfully” for confirmation.

  1. Also, your Insightly CRM integration will show the message Installed in the Integration List.

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

Once you have established a connection between BotPenguin and Insightly 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 the Insightly CRM you have integrated.

Still Not Working, Let’s Troubleshoot!

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

  • Wrong Authorization Details added- You need to check and see if all the authorization credentials, such as API Token, API key, and URL, have 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 contact@BotPenguin.com. We will respond within 48 business hours.

Third Party Integration
Third Party Integration
Insightly CRM
Insightly CRM
Third Party Integration
Third Party Integration
Third Party Integration