Integrate BotPenguin with Agile CRM

This help document explains how to integrate Agile CRM with BotPenguin, including how to obtain all required details from your Agile CRM account and complete the connection successfully.

Why use Agile CRM?

BotPenguin integrates with Agile CRM to enhance customer engagement and streamline sales and marketing efforts. By connecting BotPenguin’s chatbot automation with Agile CRM’s robust features, businesses can capture leads, qualify them, and provide real-time support. This integration ensures seamless data flow, allowing sales and marketing teams to engage prospects effectively and maintain up-to-date customer information.

Benefits of using Agile CRM with BotPenguin:

• Automated Lead Capture: Instantly capture and qualify leads through chatbot interactions, syncing them with Agile CRM.

• Enhanced Customer Engagement: Use BotPenguin to provide instant, personalized responses based on customer data stored in Agile CRM.

• Streamlined Sales and Marketing: Align sales and marketing efforts by automating follow-ups and nurturing leads within Agile CRM.

• Improved Productivity: Automate repetitive tasks like lead entry and follow-up reminders, allowing teams to focus on high-value activities.

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Prerequisites

Before starting, make sure:

• You have an active Agile CRM account

• You have Admin access to Agile CRM

• You have access to your BotPenguin dashboard

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Details Required for Integration

To connect Agile CRM with BotPenguin, you need the following:

1. Agile CRM Domain

2. Email Address (used in Agile CRM)

3. API Token from Agile CRM

Each of these is explained below.

Step 1: Get Agile CRM Domain

1. Log in to your Agile CRM account.

2. Check the URL in your browser address bar.

3. Your domain will be in the following format:

   https://yourcompany.agilecrm.com

4. Copy the complete domain URL (for example: https://company.agilecrm.com).

👉 This value will be used in the Agile CRM Domain field in BotPenguin.

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Step 2: Get Email Address

1. Use the same email address that you use to log in to your Agile CRM account.

2. This email must belong to an Agile CRM user with API access enabled.

👉 Enter this email in the Email Address field in BotPenguin.

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Step 3: Generate API Token from Agile CRM

1. Log in to Agile CRM.

2. Click on your profile icon (top-right corner).

3. Select Admin Settings.

1. Go to Developers & API or API & Analytics (name may vary).

1. Locate the API Key / API Token section.

2. Copy the API Token.

⚠️ Important:

• Keep the API token secure.

• Do not share it publicly.

👉 Paste this value into the API Token field in BotPenguin.

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Step 4: Connect Agile CRM in BotPenguin

1. Log in to your BotPenguin Dashboard.

2. Go to Bots and select the required bot.

3. Navigate to Integrations → Third-party Apps Integration.

1. Select Agile CRM.

1. Fill in the following fields:

• Agile CRM Domain – Paste the domain URL

• Email Address – Agile CRM login email

• API Token – Copied from Agile CRM

1. Click Connect.

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Successful Connection

Once connected successfully:

• BotPenguin can create or update contacts in Agile CRM

• CRM data can be used in bot workflows

• Leads and user details can sync automatically

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Common Issues & Troubleshooting

• Invalid API Token: Regenerate the token and try again

• Wrong Domain: Ensure the domain URL is correct and includes agilecrm.com

• Permission Error: Make sure the email belongs to an admin or API-enabled user

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Need Help?

If you face any issues during integration, please contact [email protected] or refer to the Help section in your dashboard.

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✅ You have now successfully integrated Agile CRM with BotPenguin.