Connect telecrm and Chatbase to Build Intelligent Automations
Choose a Trigger
When this happens...
Lead Is Updated
New Lead Is Created
Choose an Action
Automatically do this!
Create Chatbot
Send Prompt
Create Contact
List Chatbots
Ready to use telecrm and Chatbase automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Lead Is Updated
Runs when lead is updated
New Lead Is Created
Runs when new lead is created
Do thisActions
Action is the task that follows automatically within your telecrm integrations.
Create a Lead
Create or update a lead
Update Lead Details
Update lead information
Search Leads
Find leads by name or email
Create Chatbot
Creates a chatbot
Send Prompt
Send a prompt to your chatbot
Create Contact
Creates a contact.
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Frequently Asked Questions
To start, connect both your telecrm and Chatbase accounts to viaSocket. Once connected, you can set up a workflow where an event in telecrm triggers actions in Chatbase (or vice versa).
Absolutely. You can customize how telecrm data is recorded in Chatbase. This includes choosing which data fields go into which fields of Chatbase, setting up custom formats, and filtering out unwanted information.
The data sync between telecrm and Chatbase 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 telecrm and Chatbase. 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 Chatbase
With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.
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