Update performance dashboards when leads enter chat

Whenever a new lead is captured in ChatGPT, automatically refresh your main reporting dashboard in CB Insights so sales metrics remain completely up to date.

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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.

CB Insights Explore CB Insights →

Triggers

Report created

Fires when a new report or dashboard is created in CB Insights.

Metric threshold crossed

Fires when a tracked metric in CB Insights crosses a set threshold.

Scheduled report ready

Fires when a scheduled report finishes generating in CB Insights.

Actions

Refresh dashboard

Creates or refreshes a dashboard in CB Insights.

Export report

Exports a report from CB Insights.

Send alert

Sends an alert when a metric changes in CB Insights.

ChatGPT Explore ChatGPT →

Triggers

New conversation started

Fires when a new chat or conversation begins in ChatGPT.

Lead captured in chat

Fires when ChatGPT captures a lead during a conversation.

Conversation handed off

Fires when ChatGPT escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through ChatGPT.

Generate an answer

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

Summarize a conversation

Uses ChatGPT to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an ChatGPT conversation.

Alert team members when key metrics drop or spike When a critical metric threshold is crossed in CB Insights, automatically send an alert message through ChatGPT so your team can respond immediately. See details

Deliver scheduled reports directly into chat When a scheduled report is ready in CB Insights, instruct ChatGPT to send a summary message containing the latest insights to your team. See details

See all CB Insights + ChatGPT integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update performance dashboards when leads enter chat” between CB Insights and ChatGPT?

Yes — describe it in the box above and Knit's Integrations Agent researches CB Insights and ChatGPT'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 ChatGPT to CB Insights improve customer insights?

By sending lead data and chat metrics from ChatGPT directly to CB Insights, your business gets clear visibility into conversation trends without manual data extraction.

Can ChatGPT notify our team when metrics change in CB Insights?

Yes, you can configure ChatGPT to deliver automated messages whenever key business metrics or thresholds are reached in CB Insights.