Connect ChatBotKit and Close to Build Intelligent Automations

Choose a Trigger

ChatBotKit

When this happens...

Choose an Action

Close

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Ready to use ChatBotKit and Close automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Call

New Call

Triggers when a new Call is created or completed.

New Contact

New Contact

Triggers when a new contact is created.

New Email

New Email

Triggers when a new incoming Email is created or an outgoing Email is sent.

New Lead

New Lead

Triggers when a new lead is created.

Lead Status Change Updated

Lead Status Change Updated

Triggers when a Lead status change is updated.

New Task

New Task

Triggers when a new task is created or completed.

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

Start a conversation with initial messages; optionally attach 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 Dataset Record

Create Dataset Record

Add a knowledge record to a dataset so the chatbot can find relevant answers.

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Frequently Asked Questions

How do I start an integration between ChatBotKit and Close?

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

Can we customize how data from ChatBotKit is recorded in Close?

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

How often does the data sync between ChatBotKit and Close?

The data sync between ChatBotKit and Close 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 Close?

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 Close?

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

About Close

Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.

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