Connect ChatBotKit and ATZ CRM to Build Intelligent Automations

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ChatBotKit

When this happens...

Choose an Action

ATZ CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Add contact

Add contact

Add a new contact to ATZ CRM.

Add candidate

Add candidate

Create a candidate profile in ATZ CRM for tracking and follow-up.

Update Candidate

Update Candidate

Update a candidate's details in ATZ CRM.

Delete candidate

Delete candidate

Remove a candidate record from ATZ CRM.

Contact Deleted

Contact Deleted

Triggered when a contact is deleted from ATZ CRM.

Update Contact

Update Contact

Add a new contact or update an existing contact in ATZ CRM.

Do thisActions

Action is the task that follows automatically within your ChatBotKit integrations.

Add Dataset Record

Add Dataset Record

Add a new text record to the selected dataset.

Create Conversation

Create Conversation

Create a new conversation with initial messages; optionally add a contact, task, space, or bot.

Create dataset

Create dataset

Create a dataset to train or update your chatbot

Fetch DataSet

Fetch DataSet

This action fetch dataset detail.

Delete dataset

Delete dataset

Delete a dataset from ChatBotKit

Create Record

Create Record

This action create record By datasetID.

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Frequently Asked Questions

How do I start an integration between ChatBotKit and ATZ CRM?

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

Can we customize how data from ChatBotKit is recorded in ATZ CRM?

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

How often does the data sync between ChatBotKit and ATZ CRM?

The data sync between ChatBotKit and ATZ CRM 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 ChatBotKit to ATZ CRM?

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 ChatBotKit and ATZ CRM?

Yes, you can set conditional logic to control the flow of data between ChatBotKit and ATZ 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.

ChatBotKit

About ChatBotKit

ChatBotKit is a comprehensive platform designed to help businesses and developers create, manage, and deploy chatbots with ease. It offers a range of tools and features to build intelligent conversational agents that can enhance customer interaction and automate support tasks.

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ATZ CRM

About ATZ CRM

ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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