BotPenguin Resource Centre
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  • 🏠Introduction
  • 📒BotPenguin Resource Centre
    • 🏃‍♂️How BotPenguin works?
      • Onboarding
      • Create new chatbot
        • Website Chatbot
        • Landing Page Chatbot
        • WhatsApp Chatbot
        • Instagram Chatbot
        • Facebook Chatbot
        • Telegram Chatbot
        • Microsoft Teams Bot
        • Make Your Live Chat Chatbot
      • Edit Your Chat Flow
        • Multiple flows(Redirect component)
        • Components In Chatflow
          • Request Information
          • Send Information
          • Trigger Actions
        • Email Validation
      • Pre-Built Chatbot Templates
      • Train Your AI Chatbot
        • Website
        • File Upload
        • Google Sheets
        • FAQs
        • Unanswered Questions
        • Other Sources
      • Install your Chatbot
        • Install your Website Chatbot
        • Install Website Chatbot on Custom Build Website
        • Install Website Bot on WordPress
        • Install Website Chatbot on Wix
        • Install Website Chatbot on Squarespace
        • Widget Installation
      • Automation
        • Widget
        • WhatsApp Template Setup
        • WhatsApp Catalog Setup
        • WhatsApp Flows (Forms) Setup
        • WhatsApp Broadcast Setup
        • WhatsApp Drip Campaigns Setup
        • Facebook Auto-Reply Feature
        • Instagram Auto-Replies
        • Instagram Automation
          • Instagram Broadcast
      • Bot Settings
        • Website Chatbot Settings
          • Design
            • Customize Landing Page Bot
          • General
          • Alerts
          • Triggers
          • User Access
          • Chat Window
            • Transfer Chat to WhatsApp Functionality
          • AI settings
            • Configuring Chatbot Scenarios
        • WhatApp Chatbot Settings
          • General
          • Triggers
          • Alerts
          • API Key
          • WhatsApp Profile
          • AI settings
            • Configuring Chatbot Scenarios
        • Telegram Chatbot Settings
          • General
          • Telegram Profile
          • AI settings
        • Instagram Chatbot Settings
          • General
          • AI settings
            • Configuring Chatbot Scenarios
        • Facebook Chatbot Settings
          • General
          • AI settings
            • Configuring Chatbot Scenarios
        • Chatbot Persona
        • Creating Custom Instructions
        • How to configure and use AI Assistants
      • 3rd Party Apps Integrations
        • ChatGPT
        • BotPenguin Integrations
          • Integrate BotPenguin with Acuity Scheduling
          • Integrate BotPenguin with Microsoft Teams
          • Integrate BotPenguin with WooCommerce
          • Integrate BotPenguin with Autopilot
          • Integrate BotPenguin with Firmao CRM
          • Integrate BotPenguin with Capsule CRM
          • Integrate BotPenguin with Facebook Pixels
          • 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 Calendar
          • Integrate BotPenguin with Google Task
          • Integrate BotPenguin with Google Gemini
          • 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 Brevo (formally 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 TeamGate CRM
          • Integrate BotPenguin with Zoho Projects
          • Integrate BotPenguin with Zoho CRM
          • Integrate BotPenguin with Google Drive
          • Integrate BotPenguin with Agile CRM
          • Integrate BotPenguin with Pipedrive
          • Integrate BotPenguin with Drip CRM
          • Integrate BotPenguin with GetResponse
          • Integrate BotPenguin with Groove
          • Integrate BotPenguin with Helpdocs
          • Integrate BotPenguin with Bitrix24
          • 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 CRM
          • 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 Gitbook
          • Integrate BotPenguin with GoHigh Level
          • Integrate BotPenguin with Voxloud
          • Integrate BotPenguin with ViaSocket
          • Integrate BotPenguin with Twilio
          • Integrate BotPenguin with Shopify
          • Integrate BotPenguin with Razorpay
          • Integrate BotPenguin with Pabbly
          • Integrate BotPenguin with Outlook
          • Integrate BotPenguin with OnPipeline
          • Integrate BotPenguin with Notion
          • Integrate BotPenguin with MoEngage
          • Integrate BotPenguin with Kylas CRM
          • Integrate BotPenguin with Google Analytics
          • Integrate BotPenguin with FirstPromoter
          • Integrate Botpenguin with Google Contacts
          • Integrate Botpenguin with Zoho CRM
          • Integrate BotPenguin with Zapier
          • Integrate BotPenguin with Make.com
      • Inbox
        • Chats window
        • Orders
        • Contacts
        • Groups
        • Real-Time Customer Interaction
        • Importing WhatsApp Contacts
        • Creating Segments
        • Using Tags
      • Analytics
      • Teams
        • Departments
        • Business hours
        • Team
        • Role
        • Using Teams in Chatflow
      • Settings
        • Custom Attribute
        • Tags
        • Custom Status
        • Quick Replies
        • Custom Tabs
      • My Account
        • Account
        • Password
      • Subscription & Plans (Legacy Version)
      • Subscription & Plans (Latest Version)
    • ❓Frequently asked questions (FAQs)
      • Onboarding FAQs
      • Edit your chat flow
      • Bot Installation FAQs
      • Inbox FAQs
      • Profile, Team & Notifications FAQs
      • Analytics FAQs
      • Chat Flow FAQs
      • Bot Settings FAQs
      • WhatsApp FAQs
      • Subscription FAQs
      • Product Update FAQs
      • ChatGPT FAQs
    • 🛠️Common Errors & Troubleshooting
  • 📖Platform Guidelines & Training
    • 👩‍💻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 Bot Creation with Manual Onboarding
      • ✅Prerequisites for WhatsApp Bots
      • 🔤Create a Meta App
      • ✔️Register & Verify your WhatsApp Number
      • 🔗Subscribe WA webhook with BotPenguin
      • 💳Update WA account Payment Method
      • 🦸‍♀️Assign System User to WhatsApp Account
      • 📃Getting all the necessary details from Meta Developer Dashboard
    • ⚙️WhatsApp Bot Creation with Automated onboarding
    • 🐧Migration Of Whatsapp Account from other platforms to BotPenguin.
    • ♻️Reconnect Whatsapp Bot
    • 🔏Recovering Your Restricted Meta Account
    • 💡Must know-how of BotPenguin
      • 🔤Manage & Use Custom Attributes
      • 🖥️Call external APIs in your chat flows
      • 👨‍💼Manging team roles & Users
      • 🪄Unlock BotPenguin AI
      • 🕵️‍♂️Support Agent guide
      • 📨Send WhatsApp notifications using the BotPenguin APIs
      • Chatbot User Authentication
  • ⚡Platform Updates & Info
    • 🔥What's New
    • 🐞Report a bug!
    • 🗒️Feature Requests
    • 🐧BotPenguin Roadmap
    • 🤝Connect With Us
  • 🛠️API References
    • 📄Contacts & Chats APIs
      • Get All Contacts
      • Getting Groups/Segments
      • Add WhatsApp Contact
      • Delete WhatsApp Contact
      • Website Contacts & Meta Data
    • 📄WhatsApp Cloud API
      • GET Templates List
      • POST WhatsApp Template Message
      • POST Send Message API
  • 🤝Partner Documentation
    • 🐧BotPenguin Partner Onboarding
      • Signup as a BotPenguin Partner
      • Setup your Pricing Plans
      • Connect to your Domain
      • Setup 3rd Party Integrations
        • Setup AWS SES Account
        • Setup Google reCAPTCHA
        • 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
      • Setup your pricing plans (Legacy Version)
      • Setup your Pricing Plans (Latest Version)
    • 🙋‍♂️Partner FAQs
      • Onboarding
      • Affiliate Partner
      • Implementation Partner
      • Whitelabel Partner
      • WhatsApp Whitelabel Partner
      • Add-ons FAQs
      • Subscription FAQs
      • LTD FAQs
    • 📔Partner API References
      • 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
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  • Why use Kylas CRM?
  • Benefits of using Kylas CRM:

Was this helpful?

  1. BotPenguin Resource Centre
  2. How BotPenguin works?
  3. 3rd Party Apps Integrations
  4. BotPenguin Integrations

Integrate BotPenguin with Kylas CRM

Integrating BotPenguin with Kylas CRM allows seamless lead capturing and management. Follow these detailed steps to complete the integration:

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Last updated 1 month ago

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Why use Kylas CRM?

BotPenguin integrates with Kylas CRM to streamline lead generation, customer engagement, and sales management. By combining BotPenguin’s AI-powered chatbot with Kylas CRM’s customer relationship tools, businesses can automate lead capture, qualify prospects, and sync real-time customer interactions directly into the CRM, allowing sales teams to prioritize and follow up more effectively, improving conversion rates and sales efficiency.


Benefits of using Kylas CRM:

  • Automated Lead Capture: Instantly capture and qualify leads through chatbot conversations, syncing them seamlessly into Kylas CRM.

  • Personalized Engagement: Leverage customer data from Kylas CRM to provide tailored and relevant interactions via BotPenguin.

  • Streamlined Sales Pipeline: Keep the sales pipeline up-to-date with real-time lead management and follow-ups directly from chatbot interactions.

  • Increased Sales Efficiency: Automate repetitive tasks like lead entry and follow-ups, freeing up sales teams to focus on high-value opportunities.


Step 1: Log in to BotPenguin

  1. Access your BotPenguin account by logging in.

  2. Navigate to the Third-Party App Integrations section from the dashboard.

  3. In the integrations list, search for Kylas CRM.

  4. Click the Connect button next to Kylas CRM (as shown in the screenshot).

Step 2: Retrieve API Token from Kylas CRM

  1. Log in to your Kylas CRM account.

  2. Navigate to the Settings section (refer to the provided screenshot for guidance).

  3. In the Settings section, go to the Integrations tab.

  4. Click on the API button.

  5. Here, you will find your API Token. Copy the API Token for use in the next step.

Step 3: Configure the API Token in BotPenguin

  1. Return to the BotPenguin dashboard.

  2. In the Kylas CRM Integration section, paste the copied API Token into the required field.

  3. Click the Connect button to establish the connection.

Step 4: Configure Lead Parameters

  1. After the integration is connected, set up the lead parameters and questions in BotPenguin (e.g., Name, Phone Number, Email).

  2. Click on Test Lead to test the integration.

Step 5: Deploy and Test Your Chatbot

  1. Now click on the "Test Lead" button, to run a demo lead so thta you can verify if everything is working fine.

  2. Run a sample chatbot flow, such as collecting Name, Phone Number, and Email.

Step 6: Verify Leads in Kylas CRM

  1. Log in to your Kylas CRM account.

  2. Navigate to the Contacts section.

  3. You will see that the lead captured through BotPenguin has been successfully created in the Contacts section of Kylas CRM.

By following these steps, you can effectively integrate BotPenguin with Kylas CRM and streamline your lead management process.

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

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🏃‍♂️
support@botpenguin.com