Connect ChatBot and Apptivo CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
User Created
Choose an Action
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
Ready to use ChatBot and Apptivo CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Created
Trigger when a new user created.
Do thisActions
Action is the task that follows automatically within your ChatBot integrations.
Create a Story
Create new story.
Update Story
Update existing story.
Search Story
Search Story.
Delete Story
Delete story seach by name.
Create segment
Create segment.
Add Users to Segments
Adds one or more Users to one or more Segments.
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Frequently Asked Questions
To start, connect both your ChatBot and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatBot triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how ChatBot data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ChatBot and Apptivo 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 ChatBot and Apptivo 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 ChatBot
ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.
Learn MoreAbout Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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