Convert chatbot lead captures into new CRM contacts

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

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See all ChatBot.com + Teamwork 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.

ChatBot.com Explore ChatBot.com →

Triggers

New conversation started

Fires when a new chat or conversation begins in ChatBot.com.

Lead captured in chat

Fires when ChatBot.com captures a lead during a conversation.

Conversation handed off

Fires when ChatBot.com escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through ChatBot.com.

Generate an answer

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

Summarize a conversation

Uses ChatBot.com to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an ChatBot.com conversation.

Teamwork Explore Teamwork →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in Teamwork.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in Teamwork.

Actions

Create or update contact

Creates or updates a contact in Teamwork.

Create deal

Creates a new deal in Teamwork.

Update record stage

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

Log activity

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

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

See all ChatBot.com + Teamwork 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 ChatBot.com and Teamwork?

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