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 Calender
          • Integrate BotPenguin with Google Task
          • 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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On this page
  • What is Zapier.
  • Benifits of using Zapier:
  • Steps to use Botpenguin with Zapier

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

Integrate BotPenguin with Zapier

This page contains the step wise tutorial for the integration of Zoho CRM with BotPenguin.

PreviousIntegrate Botpenguin with Zoho CRMNextIntegrate BotPenguin with Make.com

Last updated 13 days ago

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What is Zapier.

Zapier is an automation tool which helps making a connecting between apps. You can set BotPenguin and apps in zapier as triggers and actions.


Benifits of using Zapier:

  • Seamless Automation: Instantly connect BotPenguin with thousands of apps without custom coding.

  • Operational Efficiency: Streamline workflows by automating repetitive tasks and lead management.

  • Scalable Integrations: Enable scalable, no-code expansion across CRM, marketing, and support tools.

  • Enhanced Customer Experience: Deliver faster, context-aware responses by syncing real-time data across platforms.


Steps to use Botpenguin with Zapier

  1. Log in to your BotPenguin account and select a bot you wish to integrate with Zapier.

  2. Go to the "Third-Party App Integrations" section.

  3. Search for "Zapier" in the available integrations list. And click on connect.

  1. Then go to Zapier website.

  1. Here you can see all the supported Triggers and Actions that are available to be used with Botpenguin.

  2. Then click on "My Zaps" on the top right corner.

  1. Click on "+ Create" button to use the supported triggers and actions.

  2. Select "New Zap".

  1. You will land up on canvas where you can set triggers and their actions.

  1. Click on "Trigger" to select your trigger app.

  2. Select BotPenguin from the list as trigger.

  3. Then select a trigger event from the list of available events.

  4. After that click on "Sign In" to connect botpenguin.

  1. When you click on sign in, a pop will be opened to give zapier access to your botpenguin account.

  2. Select the platform / bot channel for which you want to use zapier

  3. Then enter the API Key which is available in Developers section inside Access Token in Botpenguin.

  4. Then enter the Bot Id, you can click on "edit" in Zapier Integration Page to get Bot Id for the same.

  1. And click "Yes Continue with Botpenguin".

  2. Then select an Action Event app (here we have selected google sheets).

  3. Then select an Action Event which is available for the same.

  4. Also test your Tigger event.

  5. And click on "Continue".

  1. Then configure your Action Event.

  2. As we have selected Google Sheets here, we have to configure accordingly.

  • Select the Google Drive where you want to store the changes in.

  • Select the Spreadsheet in which you want to add.

  • Select the Sheet in which you want to add.

  • Can also specify the rows for the same.

  1. Then click on "Test Step" or you can also skip test if you want.

  1. Then finally click on "Publish" to save all the changes and implement the triggers and actions.

Your Zapier integration is live and ready to work.

Similarly you can use other apps as TRIGGERS and Botpenguin as ACTION

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
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