Connect Chatbot AI and salesoptima to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message Arrives
Choose an Action
Automatically do this!
- Request a new Action for salesoptima
Enable Integrations or automations with these events of Chatbot AI and salesoptima
Enable Integrations or automations with these events of Chatbot AI and salesoptima
Triggers
New Message Arrives
Runs when new message arrives
Actions
Send WhatsApp Template Message
Send WhatsApp template message
Add Or Update Contact
Add or update a user's profile
Delete Contact
Add or update a user's profile
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Frequently Asked Questions
To start, connect both your Chatbot AI and salesoptima accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatbot AI triggers actions in salesoptima (or vice versa).
Absolutely. You can customize how Chatbot AI data is recorded in salesoptima. This includes choosing which data fields go into which fields of salesoptima, setting up custom formats, and filtering out unwanted information.
The data sync between Chatbot AI and salesoptima 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 AI and salesoptima. 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 salesoptima
SalesOptima is an online Customer Relationship Management (CRM) service that conveniently enables you to organize, manage, and nurture your customer contacts in the office or on the go.
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