Convert chatbot lead captures into new CRM contacts

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

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See all Atllas + DealMachine 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.

Atllas Explore Atllas →

Triggers

New conversation started

Fires when a new chat or conversation begins in Atllas.

Lead captured in chat

Fires when Atllas captures a lead during a conversation.

Conversation handed off

Fires when Atllas escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Atllas.

Generate an answer

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

Summarize a conversation

Uses Atllas to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Atllas conversation.

DealMachine Explore DealMachine →

Triggers

New lead created

Fires when a new lead or contact is created in DealMachine.

Deal stage changed

Fires when a deal moves to a new stage in DealMachine.

Deal won

Fires when a deal is marked won in DealMachine.

Contact updated

Fires when a field on a contact changes in DealMachine.

Actions

Create or update contact

Creates or updates a contact in DealMachine.

Create deal

Creates a new deal in DealMachine.

Update deal stage

Moves a deal to a new stage in DealMachine.

Log activity

Logs a call, email, or note against a record in DealMachine.

Open deal opportunities after chatbot handoffs When an AI chatbot handoff occurs in Atllas, automatically create a new sales deal in DealMachine 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 DealMachine, automatically instruct Atllas to send a targeted follow-up or answer prospective buyer questions. See details

See all Atllas + DealMachine 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 Atllas and DealMachine?

Yes — describe it in the box above and Knit's Integrations Agent researches Atllas and DealMachine'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 Atllas are immediately passed to DealMachine 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 Atllas, details and interaction logs can automatically update contact profiles or deal stages in DealMachine.