Integrate BotPenguin with Shipway CRM
This page contains the stepwise tutorial for the integration with BotPenguin
Step 1 of 5: 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 Shipway CRM. Click on the โIntegrate tab.โ
b. The Integrate Window Will Open up. Select the โAll Integrationsโ Tab.
c. A list of all native integrations for BotPenguin will be available in this window.
d. Now find Shipway CRM by:-
Either by scrolling down the list or,
by typing โShipwayโ in the Search Box with the placeholder โSearch Integration By Nameโ
e. Now Click On The โConnectโ Button As Shown
f. An Interface, as shown below, will open up. Here, you will be asked to enter
User Name
License Key
that you will get by login to your Shipway account.
Step 2 of 5: Find your Authorization Key/Token in App Account
a. To get the License Key, login to the Shipway account. On the dashboard, click on
โSettingsโ tab and then click on โGeneralโ
b. And you will find you โUser Nameโ and โLicense Keyโ
Step 3 of 5: Enter Authorization Details and establish connection with your App
a, Enter Shipway User Name and License Key, and click the โConnectโ Button to complete
integration of BotPenguin with Shipway.
b. If you have entered all the details correctly, you will see a notification that says,
โIntegrated Successfully.โ
Step 4 of 5: Set up Mapping Parameters
a. Now, as connection of the BotPenguin and Shipway is established, you need
to map parameters (fields) of Shipway to the user response of the BotPenguin question.
You can use the +Add Parameters button to add more fields.
For example, you select a question from All bot questions/components: Please provide your name?
Then, you map it with the parameter -Name
As a result, this mapping will enable integration to send the user's response from
BotPenguin to the Shipwayโs Name field in the leads. Similarly, in order for integration to work properly, you will require to map all other questions/ components of your Bot to Shipway fields.
Please note that these queries/questions options will be auto fetched from your bot chat flow, So, make sure you configure your chat flow first.
b. If you have entered all the details correctly, you will see a notification that says,
โMapping successfully.
c. Also, your Shipway CRM integration will show the message Installed in the Integration
List.
Step 5 of 5: Test your Integration Set up with Data
Once you have established a connection between BotPenguin and Shipway, 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 Shipway you have integrated.
Still Not Working, Letโs Troubleshoot!
If you are not getting dummy lead from your Bot to Shipway, it may be due to the multiple reasons:
Wrong Authorization Details added- You will be required to check and see if all the authorization credentials such as API Token, API key, and/or URL has been entered correctly.
Wrong Mapping Set up - Your mapping with BotPenguin Question and App parameter is either incorrect or you havenโt 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 contact@botpenguin.com. We will respond back within 48 business hours.
Last updated