Integrate Chatbot with Agile CRM

Agile CRM has sales tracking, contact management, marketing automation, two-way emails, and Helpdesk to enhance communication and collaboration and manage customers better.

This article shows you how to connect Agile CRM with BotStar through Zapier. BotStar application currently supports these following Triggers: New Checkpoint Record, New Subscriber, Updated User Attribute, New Request for Human Takeover, New Tag on User. For more information, please see Zapier before continuing this tutorial.

Here's a diagram of BotStar and Agile CRM integrations:

The diagram shows how Zapier works when integrating BotStar and CRM systems (Customer Relation Management). As shown in the diagram above, when a BotStar bot receives user input, Zapier can create automation between apps by using Triggers and Actions. The trigger is the event in an app that starts the Zap. Action is the event that completes a Zap.

In just a few minutes and without coding, Zapier supports you to integrate BotStar and Agile CRM easily.

Note: This tutorial assumes that you already have a BotStar account, Zapier account, and an Agile CRM account.

Set up Checkpoint

In this tutorial, we will guide you step-by-step on how to transfer data from your BotStar chatbot to Agile CRM.

The idea is to collect data about a deal submitted by your users to Checkpoint records, before transferring automatically to Agile CRM. If you don’t know much about this feature, learn more about Checkpoint before continuing on this tutorial.

Connect BotStar chatbot to Agile CRM through Zapier

This tutorial will guide you to use prebuilt Zap Template: Add new Agile CRM deals from new BotStar Checkpoint records. Zap Templates are the fastest way for you to automate workflows.

Expected result

After completing the connection between your chatbot and Agile CRM. Now you can chat with the bot and let the conversation run through the flow using Checkpoint to test the integration.

Here is list of deals in Agile CRM when using Save Checkpoint to create deals:

Setting up the integration

Step 1: Go to Bot Builder > Integrations in your Bot and enable Zapier. Then choose a Zap Template Add new Agile CRM deals from new BotStar Checkpoint records and click Use this Zap.

Click + Add a new account to create a new one (If you don't have an existing account). All your bots will show up here, choose one of your chatbots, and click Connect. You can also select from an existing account.

After connecting with the bot, click Continue.

Step 3: Click Test Trigger.

Step 4: You will set up “Environment”. There are two types of Environment:

  • Live: Data generated by real users from live platforms.
  • Test: Data generated via local testing (Preview)) on BotStar.

Then select the Checkpoint you want this trigger to listen to. For example, select Checkpoint as Saving order (You need at least one checkpoint in BotStar App to select from Zapier).

Choose a sample to set up your Zap. Click Continue to complete Trigger settings.

Step 5: Select Agile CRM Action Create Deal and click Continue.

Step 6: Sign in to Agile CRM to start the verification process.

You will need to allow Zapier to access your Agile CRM to access to your account to continue.

You can find the API Token by going back to your Agile account, click your profile icon > Admin Settings > Developers & API > copy the code in the rest API.

Click the Yes, Continue button to finish the verification process.

Step 7: Choose a Agile CRM account, then click Continue.

Step 8: Match the sample information from Checkpoint corresponding to the columns in the table.

Step 9: After setting up the template for Salesforce, the application will request the final test. The successful test will be shown as below:

Step 10: Turn on your Zap. So that it will run automatically from now until you turn it OFF.

Congratulations! Finally, you completed the integration between your chatbot and the Agile CRM application. Now, you can test the success of integration by chatting with the bot and see the result of successful integration. Also, you can edit the steps or change specific details at any time by finding all of your Zaps on your My Apps page.


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