Connect Chatbase and Leader CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Chatbase
Choose an Action
Automatically do this!
- Request a new Action for Leader CRM
Enable Integrations or automations with these events of Chatbase and Leader CRM
Enable Integrations or automations with these events of Chatbase and Leader CRM
Actions
Create Chatbot
Creates a chatbot
Send Prompt
Send a prompt to your chatbot
Create Contact
Creates a contact.
List Chatbots
Get a list of chatbots.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your Chatbase and Leader CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatbase triggers actions in Leader CRM (or vice versa).
Absolutely. You can customize how Chatbase data is recorded in Leader CRM. This includes choosing which data fields go into which fields of Leader CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Chatbase and Leader CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Chatbase and Leader 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.
About Chatbase
With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.
Learn MoreAbout Leader CRM
Leader helps businesses to capture and manage leads & customers on the go.
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