IntegrationsBotStarMethod CRM
BotStar + Method CRM

Connect BotStar and Method CRM to Build Intelligent Automations

Choose a Trigger

BotStar

When this happens...

Choose an Action

Method CRM

Automatically do this!

Enable Integrations or automations with these events of BotStar and Method CRM

Enable Integrations or automations with these events of BotStar and Method CRM

Actions

List all Bots

List all Bots

Get a Bots in Botstar

Create Bot

Create Bot

Create a bot in Botstar.

Request a new Action for BotStar

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between BotStar and Method CRM?

To start, connect both your BotStar and Method CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in BotStar triggers actions in Method CRM (or vice versa).

Can we customize how data from BotStar is recorded in Method CRM?

Absolutely. You can customize how BotStar data is recorded in Method CRM. This includes choosing which data fields go into which fields of Method CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between BotStar and Method CRM?

The data sync between BotStar and Method CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from BotStar to Method CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between BotStar and Method CRM?

Yes, you can set conditional logic to control the flow of data between BotStar and Method CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

BotStar

About BotStar

BotStar is a chatbot development platform that lets you design and build your chatbots with minimal development and a visual editor.

Learn More
Method CRM

About Method CRM

Method CRM is a powerful customer relationship management tool designed to streamline and enhance your business interactions. It offers seamless integration with QuickBooks, allowing businesses to manage their customer data, sales, and operations efficiently. With customizable workflows and a user-friendly interface, Method CRM helps businesses improve customer satisfaction and drive growth.

Learn More