Integrations
Find the detailed guide to integration BotPenguin's AI Agent with every integration available.
📌 Overview
BotPenguin’s AI Agents can connect with a wide range of external applications to automate workflows, enrich agent capabilities, synchronize data, and surface real-time responses across platforms.
Benefits of Integrations
Push and pull data between your AI agent and tools like CRMs, calendars, spreadsheets, support desks, and more.
Automate repetitive business processes based on user interactions.
Provide real-time, data-driven responses during conversations.
Centralize operations across support, marketing, sales, productivity, and analytics.
🔌 1. Integration Types
BotPenguin supports integrations in three main ways:
🧩 A. Native Integrations
These are built-in connectors in the BotPenguin dashboard where you authenticate and link your account directly.
Common categories include:
CRM Systems: Salesforce, Zoho CRM, HubSpot, Pipedrive, Agile CRM, Nimble, Nutshell, Copper, EngageBay, Salesflare, No CRM, and more.
Customer Support Tools: Freshdesk, HelpDesk, Helpcrunch, LiveAgent, Helprace.
Task & Project Management: Zoho Projects. help.botpenguin.com
Marketing & Automation: GetResponse, Drip CRM, Groove. help.botpenguin.com
E-Commerce & Analytics: Shopify, Razorpay, Google Analytics. help.botpenguin.com
Productivity Apps: Google Drive, Google Sheets, Outlook, Google Contacts. help.botpenguin.com
Automation Platforms: Zapier, Make (Integromat). help.botpenguin.com+1
Note: For a full, up-to-date list, check the BotPenguin integrations page inside the documentation or dashboard. help.botpenguin.com
🔄 B. Workflow Tools
Use automation platforms like Zapier or Make.com to connect BotPenguin with thousands of other apps. Zapier+1
Examples:
Trigger workflows when a lead is created and send data to CRM/Sheets/Slack. Zapier
Enrich incoming messages with AI and update support tickets. Zapier
Sync bot events with project management tools like Trello, Jira, or Asana. Zapier
⚙️ C. Custom API Integrations
If an app isn’t natively supported, you can build a custom integration using:
BotPenguin API integration (custom REST API calls in chatflows or automation). help.botpenguin.com
The “My Integration” builder in the Integrations tab to register third-party APIs with headers, parameters, and payloads. partners.botpenguin.com
🛠 2. How to Enable Integrations
Step 1 — Access Integrations
Log into your BotPenguin dashboard.
Go to your AI Agent or chosen bot.
Open the Integrations tab (or Third-Party Apps Integrations).
Browse or search for the tool you want to connect. help.botpenguin.com
Step 2 — Connect a Native Integration
General pattern (for CRMs, support tools, etc.):
Click Connect next to the integration.
Authenticate with the third-party platform (OAuth or API key).
Provide required credentials like API Token, Client ID/Secret, Domain, or Redirect URL. help.botpenguin.com
Click Authorize / Connect.
Example: Salesforce
Click Salesforce → Connect.
Enter Domain, Client ID, Client Secret, Redirect URL from Salesforce Developer setup.
Complete OAuth flow and grant permissions. help.botpenguin.com
Step 3 — Test the Integration
Once connected:
Create a test conversation with your AI Agent that should trigger the integration (e.g., lead capture, support ticket creation).
Verify that data appears correctly in the external app. help.botpenguin.com
📋 3. Custom API Integration (Use Case)
If a specific app is not listed:
A. Using My Integration
Go to Third-Party Apps Integrations → My Integration.
Add Integration Name, Description, API Endpoint, Method (GET/POST), headers and body.
Save and use in your bot flows. partners.botpenguin.com
B. Using the 3rd Party Apps API
In the BotPenguin Developer section, select 3rd Party Apps API.
Create a new API config with URL, parameters, headers, body, etc.
Map dynamic attributes to pass user inputs in calls.
Save and test the API integration. help.botpenguin.com
📦 4. Best Practices
🔑 Security
Use OAuth where possible over API key.
Store credentials securely and rotate keys when compromised.
Implement rate-limit handling on API calls. BotPenguin
🔄 Data Mapping
Define clear mapping between BotPenguin fields and external API payload fields.
Validate mapping with test data. help.botpenguin.com
🧪 Testing
Always test with dummy interactions before production use.
Log and monitor integration activity for errors.
🔄 Maintainability
Centralize webhook or automation logic when possible.
Keep documentation of credentials and flows.
Use workflow tool logs (Zapier/Make) for auditing.
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