Integrate BotPenguin with Freshdesk 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 Freshdesk 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 Freshdesk by:-
- Either by scrolling down the list or,
- by typing ‘Freshdesk’ 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
- Freshdesk Domain
- API Token
that you will get by logging into your Freshdesk account.
b. To get the API token, login to the Freshdesk account. On the top right corner, Click on
your profile icon and then click on the ‘Profile Settings’ tab.
c. Find ‘Your API Key’ on the top-right corner of My Profile Settings.
a. Enter Freshdesk Domain and API Key or Token, then click the ‘Connect’ Button to
complete integration of BotPenguin with Freshdesk CRM.
b. If you have entered all the details correctly, you will see a notification that says,
c. Your Freshdesk integration is completed and it will show the message Installed in the
Once you have established a connection between BotPenguin and Freshdesk, 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 Freshdesk you have integrated.
If you are not getting dummy lead from your Bot to Freshdesk, 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.