Connect ChatBot and webCRM
Integrate ChatBot with webCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ChatBot + webCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
ChatBot
When this happens...
User Created
Choose an action
webCRM
Automatically do this!
Create Activity
List All Activities
List All Campaigns
List All Documents
List All Events
List All Meetings
List All Milestones
List All Opportunities
List All Organisations
List All Persons
List All Pipelines
List All Products
List All Users
Find Person
Find Organisation
Find Document
Find User
Find Delivery
Update Activity
Create Delivery
Update Delivery
Create Activity in webCRM when User Created in Chatbot
Use this flowList All Activities in Webcrm when User Created in Chatbot
Use this flowList All Campaigns from webCRM when User Created in Chatbot
Use this flowList All Documents from webCRM when User Created in Chatbot
Use this flowList All Events from webCRM when User Created in Chatbot
Use this flowList All Meetings from webCRM when User Created in Chatbot
Use this flowList All Milestones from webCRM when User Created in Chatbot
Use this flowList All Opportunities from webCRM when User Created in Chatbot
Use this flowList All Organisations from webCRM when User Created in Chatbot
Use this flowList All Persons from WebCRM when User Created in Chatbot
Use this flowSupported Triggers & Actions
Everything you can automate between ChatBot and webCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
User Created
Trigger when a new user created.
New Activity Is Created
Runs when new activity is created
New Delivery
Runs when a new delivery is created.
New Document Created
Runs when new document is created
New Opportunity Created
Runs when new opportunity is created.
New Organization
Triggers when a new organization is 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.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your ChatBot and webCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between ChatBot and webCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach webCRM. No coding required.
Yes. You can set up a workflow where ChatBot triggers actions in webCRM, and a separate workflow where webCRM triggers actions in ChatBot. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between ChatBot and webCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChatBot and webCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
