Integrate BotPenguin with Zoho Projects

This page contains the stepwise tutorial for the integration with BotPenguin

Step 1 of 3 Login to BotPenguin Account and Select Application to Integrate

a. Login to your BotPenguin account. Now, select and click the Bot you want to integrate

with Zoho Projects. Click on the โ€˜Integrate tab.โ€™

b. The Integrate Window Will Open up. Select the โ€˜All Integrationsโ€™ Tab.

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

d. Now find Zoho Projects by:-

  • Either by scrolling down the list or,

  • by typing โ€˜Zoho Projectsโ€™ in the Search Box with the placeholder โ€œSearch Integration By Nameโ€

e. Now Click On The โ€˜Connectโ€™ Button As Shown

f. An Interface, as shown below, will open up. Now you need to select your Zoho domain

from the dropdown menu.

Step 2 of 3: Establish Connection with Zoho Desk

a. Select your Zoho Domain. Your Zoho Domain will be based on your location. For

example, For Indian Residents, it will be โ€˜accounts.zoho.inโ€™ and for US Residents, it will

be โ€˜accounts.zoho.comโ€™.

b. After you select Your Zoho Domain, Click On the โ€˜Connectโ€™ Button. It will redirect you to

your official Zoho Account.

c. Here, you need to login to your Zoho Account.

d. After you successfully login, a window, as shown below, will appear. Here, click on

โ€˜Acceptโ€™ to connect your BotPenguin account with Zoho Projects. Thatโ€™s It, All Done!

Step 3 of 3: Test your Integration Set up with Data

Once you have established a connection between BotPenguin and Zoho Projects, and the mapping is complete, 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 Zoho Projects you have integrated.

Still Not Working, Letโ€™s Troubleshoot!

If you are not getting dummy lead from your Bot to Zoho Projects, it may be due to the multiple reasons:

  • Wrong Domain added- You will be required to check and see if you have selected the Domain URL correctly.

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

If everything is correct and you are still unable to move forward, write to us at contact@botpenguin.com. We will respond back within 48 business hours.

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