Connect Entera CRM and ChatBot to Build Intelligent Automations

Choose a Trigger

Entera CRM

When this happens...

Choose an Action

ChatBot

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

User Created

User Created

Trigger when a new user created.

Request a new Trigger for Entera CRM

Do thisActions

Action is the task that follows automatically within your Entera CRM integrations.

Add New Contact

Add New Contact

Creates a new contact in Entera CRM.

Create Organization

Create Organization

creation of new organizations within the system.

Create Lead

Create Lead

This endpoint allows you to add a new lead to the system.

Create Deal

Create Deal

This endpoint allows you to add a new contact to the system.

Create a Story

Create a Story

Create new story.

Update Story

Update Story

Update existing story.

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Frequently Asked Questions

How do I start an integration between Entera CRM and ChatBot?

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

Can we customize how data from Entera CRM is recorded in ChatBot?

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

How often does the data sync between Entera CRM and ChatBot?

The data sync between Entera CRM and ChatBot 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 Entera CRM to ChatBot?

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 Entera CRM and ChatBot?

Yes, you can set conditional logic to control the flow of data between Entera CRM and ChatBot. 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.

Entera CRM

About Entera CRM

Entera CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships and improve customer satisfaction.

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ChatBot

About ChatBot

ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.

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