Integrate Botpenguin with Zoho CRM
This page contains the step wise tutorial for the integration of Zoho CRM with BotPenguin.
Access Your BotPenguin Account
Log in to your BotPenguin account and select any whatsapp or website bot you wish to integrate with Zoho CRM.
Navigate to Third-Party App Integrations
Go to the "Third-Party App Integrations" section in your BotPenguin account.
Search for "Zoho CRM" in the available integrations list.
Initiate the Connection
Once you've found Zoho CRM, click on the "Connect" button to begin the integration process.
Select your Zoho domain according to your region
Copy the Webhook URL.
Now, open sign in to your Zoho CRM account and click on settings option on the top right corner.
After clicking on settings, go to automation and click on Workflow Rules as shown above.
Now inside Workflow Rules click on create rule to add a new rule.
Now Create a new rule and select "Leads" in module and enter your Rule name and Description as per your requirements.
After filling all the details click on next. And start setting up the rule.
Now select "Record Action" for execute this workflow rule based on, as shown above.
Now select other field as "create or edit" and click on the checkbox and then click next.
Now select "All Leads" for applying the rule to and click on next.
Now select "Webhook" in instant actions as shown above.
Now a pop will be opened for editing webhook. Type the name you want to give to the webhook and its description according to your requirements.
And select method as "POST" from the drop down.
And paste the Zoho CRM Web-hook URL copied earlier from Botpenguin. And select "General" in authorization type.
Now go back to Botpenguin and click on more and select "developers".
Inside Developers, select "Access Token" and copy the token as shown above.
Now go back to Zoho and scroll down and fill Custom Parameters as shown above.
Enter the parameter name as "authtype" and parameter value as "Key". And click the "+" icon.
Enter the parameter name as "Authorization" and parameter value as "Bearer and paste the Access Token copied from developers in Botpenguin".
Now select Type as "Raw" and format as "JSON" in body.
And type { "leadId":"#" } in the body.
Now select the same merge field as shown above.
Now click on "Save"
Now you see your Rules for the Workflow have been created. Keep the toggle button ON to use them.
Now go back to Botpenguin and go to Third party integrations and search Zoho CRM and click on edit.
Inside it you can map the question with parameter. After that click on Save.
You can also toggle the "Sync Leads" , "Sync Attributes" and "Sync Tags" which can be mapped with attributes.
If you integrated for Whatsapp Bot, "Send Template To Leads" will also be visible and you can configure that too. To send selected message templates to leads.
Your integration is now successfully completed.
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