Connect ChatBot and CB Insights to Build Intelligent Automations

Choose a Trigger

ChatBot

When this happens...

Choose an Action

CB Insights

Automatically do this!

Enable Integrations or automations with these events of ChatBot and CB Insights

Enable Integrations or automations with these events of ChatBot and CB Insights

Triggers

User Created

User Created

Trigger when a new user created.

Request a new Trigger for ChatBot

Actions

Create a Story

Create a Story

Create new story.

Update Story

Update Story

Update existing story.

Search Story

Search Story

Search Story.

Delete Story

Delete Story

Delete story seach by name.

Create segment

Create segment

Create segment.

Add Users to Segments

Add Users to Segments

Adds one or more Users to one or more Segments.

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Frequently Asked Questions

How do I start an integration between ChatBot and CB Insights?

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

Can we customize how data from ChatBot is recorded in CB Insights?

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

How often does the data sync between ChatBot and CB Insights?

The data sync between ChatBot and CB Insights 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 ChatBot to CB Insights?

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 ChatBot and CB Insights?

Yes, you can set conditional logic to control the flow of data between ChatBot and CB Insights. 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.

ChatBot

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.

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CB Insights

About CB Insights

The CB Insights market intelligence platform analyzes data points on venture capital, startups, patents, partnerships and tech news.

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