Integrate BotPenguin with Salesflare
This page contains the stepwise tutorial for the integration with BotPenguin
Integrate BotPenguin with Salesflare:-
Step 1 of 4: Login to BotPenguin Account and Select Application to Integrate
Login to your BotPenguin account, select the Bot you want to integrate with Salesflare.
Now, click the βIntegrateβ tab.
The integrate window will open up. Make sure you are in the βAll Integrations Tab.β
A list of all native integrations for BotPenguin will be available in this window.
Now find Salesflare by:-
Either scrolling down the list
Or by typing in βSalesflareβ in the search box with the placeholder βsearch integration by nameβ
Now Click On The βConnectβ button As Shown Below.
Step 2 of 4: Find your Authorization Key/Token in App Account
To complete the process, you need to fill out:-
The API Token
Lead TItle
Click on the Gear Icon on your Salesflare Dashboard on the leftmost side. In this menu, scroll down and click on API Keys.
Under the API Keys tab, click on the β+β button to generate a new API key. Enter a name for Your API key and click Create.
Copy and paste the API key back on BotPenguin
Lead Title:-
The Lead Title Is Your Choice. You Can Name Your Lead Anything You Want. For Ex:- Salesflare test lead.
Step 3 of 4: Enter Authorization Details and establish connection with your App
After filling out the details, click Connect.
Look for the notification βConnected Successfullyβ for confirmation.
Also, your Salesflare integration will show the message Installed in the integration list.
Step 4 of 4: Test your Integration Set up with Data
Once you have established a connection between BotPenguin and Salesflare and 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 the Insightly CRM you have integrated.
Still Not Working, Letβs Troubleshoot!
If you are not getting dummy leads from your Bot to Salesflare it may be due to multiple reasons:
Wrong Authorization Details added- You need to check and see if all the authorization credentials, such as API Token, API key, and URL, have 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 contact@BotPenguin.com. We will respond within 48 business hours.
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