Integrate BotPenguin with Salesforce

What is Salesforce CRM?

Salesforce is a leading cloud-based Customer Relationship Management (CRM) platform that helps businesses manage customer data, sales pipelines, marketing automation, and service operations in a centralized hub. Known for its scalability and extensive integration ecosystem, Salesforce enables organizations to track customer interactions, automate processes, and gain real-time insights to drive growth.

Benefits of Salesforce CRM

1. Unified Customer Data Management: Seamlessly capture leads and customer details from your BotPenguin chatbot into Salesforce without manual entry.

2. Real-Time Lead Transfer: Automatically send qualified leads to Salesforce as soon as they are captured by your chatbot for faster follow-up.

3. Enhanced Sales Efficiency: Trigger Salesforce workflows directly from chatbot interactions to assign leads, update records, or start campaigns instantly.

4. Better Customer Segmentation: Use chatbot-collected data to enrich Salesforce records, enabling more personalized marketing and service strategies.

How to Integrate BotPenguin With Salesforce?

Section A: BotPenguin Setup

1. Log in to your BotPenguin account and choose the bot you want to connect to Salesforce.

1. Scroll to the bottom and go to the Third-Party Apps Integration section.

2. Locate Salesforce by either:

   • Using the search box, or

   • Scrolling down the integration list until you find Salesforce.

1. Click the Connect button for Salesforce.

2. An integration screen displaying information about Salesforce will appear. Click Connect again.

3. You will now see the Salesforce integration screen, which requires four specific details:

   • Domain

   • Client ID

   • Client Secret

   • Redirect URL

4. Copy the Redirect URL by clicking the copy icon next to the field. You will use this in your Salesforce configuration.

Section B – Configuring Salesforce Developer Account

1. Go to the Salesforce Developer site:

   1. If you do not have a Salesforce developer account, click Sign Up and complete the registration at https://developer.salesforce.com/signup.

   2. If you already have a Salesforce developer account, click Log In and enter your credentials.

2. Once logged in or signed up, you will be taken to the home screen of your Salesforce developer account.

1. On the top right of the Salesforce developer home screen, click the Settings (gear) icon.

2. Select the first option in the dropdown — Setup.

1. A new tab will open, taking you to the Setup section’s home page.

2. Scroll down to Platform Tools, expand Apps, and click App Manager.

1. In the top right of App Manager, click New External Client App to create a new app.

2. Enter the basic application information:

   • Application Name

   • Contact Email Address

   • Distribution State – set this to Local

   • Phone Number

   • Information URL, Logo Image URL, and Icon URL (optional)

   • Description (optional)

1. After finishing with the above, open the first dropdown labeled API (Enable OAuth Settings) and check the box to enable OAuth.

1. Paste the Redirect URL that we got from BotPenguin in the

2. Add the following permissions in sequence, clicking the forward arrow after each:

   • Full Access (full)

   • Manage User Data Via API (api)

   • Perform Requests at Any Time (refresh_token, offline_access)

1. Click Create to create the application.

Section C – Retrieving Client ID and Secret

1. Once the application is created, go to External Client Apps under the Platform Tools and open External Client Manager.

2. Locate your created app and click the dropdown on the right-hand side.

1. Select Edit Policies.

1. On the app page, go to the Settings tab and click Save if prompted.

2. In the OAuth Settings section, locate the button Consumer Key and Secret

1. Click it to open a verification screen. Enter the verification code sent to your registered developer email. After verification, you will see the Consumer Key and Consumer Secret.

2. Copy the Consumer Key into the Client ID field in BotPenguin.

3. Copy the Consumer Secret into the Client Secret field in BotPenguin.

Section D – Finalizing the Domain

1. In Salesforce, click on your profile icon in the top right-hand corner.

1. Under your name, you will see a string of text containing your domain.

   1. If the string does not fill the entire line, it will typically end with .my.

2. Copy everything before the word “my”.

3. In BotPenguin, paste this value into the Domain field using the following format:

   • https://<your-copied-string>.my.salesforce.com

Section E – Finalizing the Integration

1. After entering the Domain, Client ID, and Client Secret in BotPenguin, click Connect.

2. Click on confirm if prompted.

3. Your Salesforce integration is now active, enabling your BotPenguin chatbot to sync leads, update contacts, and trigger Salesforce workflows in real time.

FAQ's

Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Salesforce 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 Domain, Client ID and Client Secret have been entered correctly.

• Wrong Mapping Set up - Your mapping with BotPenguin Question and CRM parameter is either incorrect or you haven’t added any mandatory parameter.

• 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 [email protected]. We will respond back within 48 business hours.