Integrations Chatsistant MyCRM Leads
Chatsistant + MyCRM Leads

Connect Chatsistant and MyCRM Leads to Build Intelligent Automations

Choose a Trigger

Chatsistant

When this happens...

Choose an Action

MyCRM Leads

Automatically do this!

Enable Integrations or automations with these events of Chatsistant and MyCRM Leads

Enable Integrations or automations with these events of Chatsistant and MyCRM Leads

Triggers

New Chatbot

New Chatbot

Triggered when a new chatbot is created

New Agent

New Agent

Triggered when a New Agent is created in chatbot.

New Session

New Session

Triggered when a New Session is created in chatbot.

New Messages

New Messages

Triggered when a New Message is created in chatbot.

New Sources

New Sources

Triggered when a New Source is created in chatbot.

New Sources Tags

New Sources Tags

Triggered when a Source Tag is created in chatbot.

Request a new Trigger for Chatsistant

Actions

Create Chatbot

Create Chatbot

Create a chatbot in Account

Delete Chatbot

Delete Chatbot

Delete an existing chatbot.

Update Chatbot

Update Chatbot

Update an existing chatbot in Account

Create Agent

Create Agent

Add Agent in a chatbot

Create QA

Create QA

Create QA in chatbot.

Create URL Source

Create URL Source

Create a URL Source in Chatbot.

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Frequently Asked Questions

How do I start an integration between Chatsistant and MyCRM Leads?

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

Can we customize how data from Chatsistant is recorded in MyCRM Leads?

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

How often does the data sync between Chatsistant and MyCRM Leads?

The data sync between Chatsistant and MyCRM Leads 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 Chatsistant to MyCRM Leads?

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 Chatsistant and MyCRM Leads?

Yes, you can set conditional logic to control the flow of data between Chatsistant and MyCRM Leads. 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.

Chatsistant

About Chatsistant

Chatsistant is a cutting-edge platform designed to enhance team communication and collaboration. It offers a seamless chat experience, enabling teams to connect, share ideas, and work together efficiently. With features like real-time messaging, file sharing, and integration with other productivity tools, Chatsistant is the perfect solution for businesses looking to improve their internal communication.

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MyCRM Leads

About MyCRM Leads

MyCRM puts everything you need at your fingertips so you can make the most of your limited and valuable time.

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