Agile CRM has sales tracking, contact management, makerting automation, two-way emails and helpdesk to enhance communication and collaboration and manage customer 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: Integration diagram 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 automations between apps by using Triggers and Actions. Trigger is the event in an app that starts the Zap. Action is the event that complete 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 BotStar account, Zapier account and 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.
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.
Test your bot
Here is list of deals in Agile CRM when using Save Checkpoint to create deals: List of deals
Setting up the integration
Enable Zapier in BotStar
Go to Connect > Integrations in your Bot and enable Zapier. Then choose a Zap Template you want to use and click Use this Zap
Select BotStar Trigger New Checkpoint Record and click Continue
Link the bot
If you don't have any an existing account chatbot, click Connect an Account to create a new one. All your connected accounts will show up here, choose one of your chatbot and click Connect. You can also select from an existing account.
Next press Test button to test your connection, it will be turned into a green Success button. Then click Save + Continue
Setup BotStar Record
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 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
Select Agile CRM Action Create Deal and click Continue
Verify your Agile CRM account
Verify your Agile CRM account. Create a new one by click Connect an Account if you don't have any existing account.
Next choose Agile CRM account, press Test button, it will be turned into a green Success button. Then click Save + Continue.
Set up Template
Match the sample information from Checkpoint corresponding to the columns in the table
Test Agile CRM
After setting up the template for Agile CRM, the application requests you finally test.
Test was successful as shown below:
Turn on your Zap
Toggle the ON/OFF button to ON. Your Zap will run automatically from now ON until you turn it OFF. Your Zap is working!
Congratulations! Finally, you completed the integration between your chatbot and Agile CRM application. Now, you can test the success of integration by chatting with 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 or you can edit directly as shown below: