Connect ChatbotAI partner and Enrich CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
When New Account Created
Choose an Action
Automatically do this!
Enrich Person & Company
Ready to use ChatbotAI partner and Enrich CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
When New Account Created
When a user creates an account
Do thisActions
Action is the task that follows automatically within your ChatbotAI partner integrations.
Assign Trail Plan
Add subscribers to a plan
Add Wallet Balance
Add funds to a user's wallet
Create New User
Create a new user account
Create Magic Link
Generate a one-time sign-in link
Enrich Person & Company
Enrich a person or company from a domain, email, or LinkedIn URL and optionally return firmographics, technology, and financial details.
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Frequently Asked Questions
To start, connect both your ChatbotAI partner and Enrich CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatbotAI partner triggers actions in Enrich CRM (or vice versa).
Absolutely. You can customize how ChatbotAI partner data is recorded in Enrich CRM. This includes choosing which data fields go into which fields of Enrich CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ChatbotAI partner and Enrich 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 ChatbotAI partner and Enrich 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 ChatbotAI partner
A chatbot AI partner providing conversational AI for automated user interactions.
Learn MoreAbout Enrich CRM
Enrich CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers robust tools for managing customer interactions, tracking sales leads, and enhancing customer satisfaction.
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