Convert chatbot lead captures into new CRM contacts

When a visitor provides contact details during a chat in AirOps, automatically create or update their contact profile and log the activity in Act!.

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See all Act! + AirOps integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Act! Explore Act! →

Triggers

New lead created

Fires when a new lead or contact is created in Act!.

Deal stage changed

Fires when a deal moves to a new stage in Act!.

Deal won

Fires when a deal is marked won in Act!.

Contact updated

Fires when a field on a contact changes in Act!.

Actions

Create or update contact

Creates or updates a contact in Act!.

Create deal

Creates a new deal in Act!.

Update deal stage

Moves a deal to a new stage in Act!.

Log activity

Logs a call, email, or note against a record in Act!.

AirOps Explore AirOps →

Triggers

New conversation started

Fires when a new chat or conversation begins in AirOps.

Lead captured in chat

Fires when AirOps captures a lead during a conversation.

Conversation handed off

Fires when AirOps escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through AirOps.

Generate an answer

Asks AirOps a question against its knowledge base and returns the answer.

Summarize a conversation

Uses AirOps to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an AirOps conversation.

Open deal opportunities after chatbot handoffs When an AI chatbot handoff occurs in AirOps, automatically create a new sales deal in Act! so account executives can take over seamless follow-up. See details

Send personalized AI chatbot messages when deal stages change When a lead moves to a specific deal stage in Act!, automatically instruct AirOps to send a targeted follow-up or answer prospective buyer questions. See details

See all Act! + AirOps integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Convert chatbot lead captures into new CRM contacts” between Act! and AirOps?

Yes — describe it in the box above and Knit's Integrations Agent researches Act! and AirOps's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting a chatbot to my CRM benefit my sales team?

Leads gathered by AirOps are immediately passed to Act! as updated contacts or sales opportunities, giving reps rich context without manual data entry.

Can chatbot conversations automatically update existing sales deals?

Yes, when a conversation is handed off or finished in AirOps, details and interaction logs can automatically update contact profiles or deal stages in Act!.