Convert chatbot lead captures into new CRM contacts

When a visitor provides contact details during a chat in Base44, automatically create or update their contact profile and log the activity in InvestorBase.

Try:

See all Base44 + InvestorBase integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

Base44 Explore Base44 →

Triggers

New conversation started

Fires when a new chat or conversation begins in Base44.

Lead captured in chat

Fires when Base44 captures a lead during a conversation.

Conversation handed off

Fires when Base44 escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Base44.

Generate an answer

Asks Base44 a question against its knowledge base and returns the answer.

Summarize a conversation

Uses Base44 to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Base44 conversation.

InvestorBase Explore InvestorBase →

Triggers

New contact or lead

Fires when a new contact or lead is added to InvestorBase.

Contact updated

Fires when a field on a contact changes in InvestorBase.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in InvestorBase.

Deal won

Fires when a deal is marked won in InvestorBase.

Actions

Create or update contact

Creates or updates a contact in InvestorBase.

Create deal

Creates a new deal in InvestorBase.

Update record stage

Moves a deal or record to a new stage in InvestorBase.

Log activity

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

Open deal opportunities after chatbot handoffs When an AI chatbot handoff occurs in Base44, automatically create a new sales deal in InvestorBase 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 InvestorBase, automatically instruct Base44 to send a targeted follow-up or answer prospective buyer questions. See details

See all Base44 + InvestorBase integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Convert chatbot lead captures into new CRM contacts” between Base44 and InvestorBase?

Yes — describe it in the box above and Knit's Integrations Agent researches Base44 and InvestorBase'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 Base44 are immediately passed to InvestorBase 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 Base44, details and interaction logs can automatically update contact profiles or deal stages in InvestorBase.