Integrate BotPenguin with Pabbly

This guide provides step-by-step instructions on how to integrate Pabbly with BotPenguin to collect leads captured on BotPenguin and transfer them to a third-party application, such as Google Sheets.

1. Set the Action App in Pabbly

   • After the trigger (new lead), select the action app, such as "Google Sheets."

     
2. Configure the Action Event

   • Choose the action event, such as "Add New Row."

   • Select the target spreadsheet and the specific sheet where you want the data to be stored.

     
3. Test and Save

   • Click "Save and Send Test Request" in Pabbly.

     
   • Verify that the data has been successfully saved in the Google Sheet.

   

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

What is Pabbly?

Pabbly is an automation tool that connects different apps and services, allowing them to work together without manual effort. It helps users automate tasks by setting up workflows that run automatically.

What are Triggers?

A trigger is an event that starts an automation. For example, when a new lead is captured on BotPenguin, that event can trigger an action in another app. Triggers tell Pabbly when to start a workflow.

What are Actions?

An action is what happens after a trigger. Once a trigger occurs, Pabbly communicates the assigned action to the end application, like sending lead data to Google Sheets or notifying a team on Slack. Actions complete the automation process.

How Pabbly Helps with BotPenguin

Integrating Pabbly with BotPenguin allows businesses to automate workflows and enhance chatbot efficiency. When a new contact is created, a message is received in chat, or a WhatsApp order is placed, these triggers can initiate automated actions in other applications. Similarly, when triggered by a third-party app through Pabbly, BotPenguin can send WhatsApp templates, update custom attributes, send session messages, or add new contacts. This seamless automation reduces manual work, improves response time, and ensures smooth communication across platforms.

Prerequisites

The following prerequisites need to be met when you are integrating Pabbly with BotPenguin.

• An active Pabbly account with available task credits for automation processes.

---

Steps to Integrate Pabbly with BotPenguin

Section A: Setting up Integration in BotPenguin

1. Login to your BotPenguin account and select the chatbot you want to integrate with Pabbly. Click on the “Third-party Apps Integration”.

1. Go to Pabbly integration either by:

   1. Searching for Pabbly on the search bar available, or

   2. Scrolling down to Pabbly.

2. Click on the “Connect” button to get started.

1. Click on the “Connect” button to go onto the integration page.

1. Click on the “Connect” button to continue forward.

1. Click on “Add Pabbly Webhook URL”.

1. A small screen will show up as shown below. Select the type of trigger event you want from the “Select Event”. These can include:

   1. New Lead: Trigger which occurs whenever a new contact is created in BotPenguin.

   2. New Incoming Messages: Occurs when a new message is incoming in the selected chatflow being integrated.

   3. New WhatsApp Order Created: When a new order is placed.

1. Now, let us go over to Pabbly and start the setup of our workflow there.

In this example, we will be adding a “New contact created” as the trigger. All other triggers are configured in exactly the same manner.

---

Section B: Setting up BotPenguin Trigger on Pabbly:

1. Sign-up or login to your Pabbly Connect Account. Post login, you will arrive at the following screen. Click on the “Create Workflow” button on the top-right.

Alternatively, if a workflow already exists, click on that.

1. Provide a name for the workflow, and select the desired folder for the same. Leave the folder name as is if uncertain.

1. Upon clicking “Create”, automatic redirection should occur to the workflow as shown below. For creation of trigger from BotPenguin, search “BotPenguin” in the “Search App”.

1. After searching and selecting BotPenguin, select the same type of “Trigger Event” you want from the dropdown menu as in BotPenguin. These can include:

   1. New Lead: Trigger which occurs whenever a new contact is created in BotPenguin.

   2. New Incoming Messages: Occurs when a new message is incoming in the selected chatflow being integrated.

   3. New WhatsApp Order Created: When a new order is placed.

1. Upon selection, the box will expand as seen below, including in itself several more details. Copy the “Webhook URL” and paste it in the “Pabbly Webhook URL” in BotPenguin Dashboard.

1. Paste the copied Webhook URL in the “Pabbly Webhook URL” on BotPenguin, and then click “Verify & Add Webhook URL”.

Using the "click here" button, the attributes passed on to Pabbly can be configured. These can include standard attributes, or user-designed custom attributes.

1. Click on “Integrate” to complete the integration, or click on “Add Pabbly Webhook URL” to add more webhook triggers.

1. For checking of successful integration, go back to Pabbly, and check the “Response Received”. The labels(left side column) should contain all the attributes being passed as selected in the “Click here” button. The data shown currently is dummy data.

And the trigger setting has been completed! Configure the corresponding action using the “Action box” on Pabbly(below Trigger box), and enjoy workflow benefits of BotPenguin with other applications.

---

Section C: Setting up BotPenguin Action on Pabbly:

1. Sign-up or login to your Pabbly Connect Account. Post login, you will arrive at the following screen. Click on the “Create Workflow” button on the top-right.

1. Provide a name for the workflow, and select the desired folder for the same. Leave the folder name as is if uncertain.

Alternatively, proceed to already created workflow.

1. Upon clicking “Create”, automatic redirection should occur to the workflow as shown below. Go to the “Action” box.

Have a working Trigger before proceeding. Below steps only detail the set-up of BotPenguin Action, not the creation of Trigger for any third parties.

1. Search for “BotPenguin” in the “Search App” area, and select the same.

2. Select the action that you wish to occur. Options include:

   1. Add Contact – Add a new contact to your BotPenguin account.

   2. Send Session Message – Send WhatsApp session messages.

   3. Update Contact Attributes – Update user-specific custom attributes.

   4. Send Template Message – Send a WhatsApp template message.

1. Upon the selection of the desired Action Event, a side panel will open up. Select the type of connection wanted:

   1. Add New Connection: The connection that will be established with BotPenguin

   2. Select Existing Connection: Selecting an already existing connection for the purposes of communication

2. Enter the API Token, that in the developer section of your BotPenguin Account, and add the same to the “Token” section and click “Save”.

1. Post successful save, information will be need to be entered or mapped that will be sent to BotPenguin. Edit the same in the given columns.

1. After entering all the details, click on the “Save & Send Test Request”. If all configurations are correct, a success message as shown below should come.

While the “Add Contact” action was used here, the exact same methodology is to be followed for the other actions as well.

---

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