How to integrate BotPenguin with Freshworks CRM?

What is Freshworks?

Freshworks CRM is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. Key features include :

  • sales lead tracking
  • event tracking
  • Improve your team’s productivity
  • sales management

Installation Guide

  1. After you have logged into your BotPenguin account, click on the Edit button of the bot with which you want to integrate Pipedrive.

2. Once the edit button is clicked, go to the install section from the top bar consisting of design, build, install and configure as shown in the image below.

3. Now click on integrate, select Freshworks CRM as shown.

4. You’ll be asked to fill in the credentials Freshworks CRM domain and API token respectively. For this, login to your Freshworks CRM account by visiting https://www.freshworks.com/freshsales-crm/

5.  After logging into your Freshworks CRM account, Click the Profile icon and select Settings. The Personal Settings page will appear.

6. Click the API SETTINGS tab and then enable the captcha.

7. You will then see the API key provided to you in the field Your API key. Click Copy to copy the key to your clipboard

8. Go back into Botpenguin integration setup and paste your API Key inside the API token field .

9. After successfully filling in your credentials, click on connect. On the right side, you will see a popup with the message “Integrated“.

Wohoo! we’re done with Freshworks CRM integration setup.

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