Integrate BotPenguin with Capsule 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 Capsule CRM. Click on the ‘Integrate tab.’
b. The Integrate Window Will Open up. Select the ‘All Integrations’ Tab.
c. A list of all native integrations for BotPenguin will be available in this window.
d. Now find Capsule CRM by:-
- Either by scrolling down the list or,
- by typing ‘Capsule’ in the Search Box with the placeholder “Search Integration By Name”
e. Now Click On The ‘Connect’ Button As Shown
f. An Interface, as shown below, will open up. Here, you will be asked to enter the API
Token that you will get by logging into your Capsule account.
a. To get the API Token, login to the Capsule CRM account and on the main dashboard,
click on the dropdown button next to your profile name on the top-right corner and then
click on ‘Account Setting’ tab.
b. Click on Integrations
c. On the ‘Integrations’ page, scroll down to the bottom to locate ‘Develop your own using
the Capsule API’ and click on ‘user preferences’ to find out your API Token.
d. Copy your API Token key
a. Enter Capsule API Token and click the ‘Connect’ Button to complete integration of
BotPenguin with Capsule CRM.
b. If you have entered all the details correctly, you will see a notification that says,
“Connected Successfully.” That’s all, it’s done!
c. Also, your Capsule CRM integration will show the message Installed in the Integration
Once you have established a connection between BotPenguin and Capsule CRM, 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 as well as in the Capsule you have integrated.
If you are not getting dummy lead from your Bot to Capsule, it may be due to the 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 in paid plan.