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Integrate BotPenguin with Freshworks 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. 1.
    Login to your BotPenguin account, select the Bot you want to integrate with Freshworks CRM.
  2. 2.
    Now, click the ‘Integrate Tab.’
  3. 3.
    ​
    ​
  4. 4.
    The integrate window will open up. make sure you are in the “All Integrations Tab.”
  5. 5.
    A list of all native integrations for BotPenguin will be available in this window.
  6. 6.
    Now find Freshworks CRM By:-
    1. 1.
      Either scrolling down the list
    2. 2.
      Or by typing in ‘Freshworks CRM’ in the search box with the placeholder “search integration by name.”
  7. 7.
    Now click on the ‘Connect’ button as shown below

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

  1. 1.
    Now Click On The ‘Connect’ button As Shown Below
  1. 1.
    To complete the process, you need to fill out two details:-
    1. 1.
      Your Freshworks CRM Domain
    2. 2.
      API Token
  1. 1.
    Freshworks CRM Domain:-
  2. 2.
    You can easily find your domain in your browser’s search bar when you log in to your Freshworks Account.
  3. 3.
    It’s in the format:- https://yourcompany.myfreshworks.com.
  4. 4.
    Here ‘your_company’ will be replaced by the name of your organization.
  1. 1.
    Freshworks CRM API Token:-
    1. 1.
      To obtain your API token:-
    2. 2.
      Click Your Profile Icon and Navigate To Settings
  • ​
    1. 1.
      Click on the API settings Tab and Fill out The Captcha.
  • ​
    1. 1.
      After you verify you are a human, your API key will become visible. Copy and paste the key back on BotPenguin

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

  1. 1.
    After filling out the details, click Connect.
  1. 1.
    Look for the notification “Updated Successfully” for confirmation.
  1. 1.
    Also, your Freshworks CRM integration will show the message Installed in the Integration List.
  2. 2.
    ​
    ​

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

Once you have established a connection between BotPenguin and FreshWorks CRMand 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 Freshworks CRM you have integrated.

Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to FreshWorks 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 c[email protected]. We will respond within 48 business hours.
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Last modified 1yr ago