Enrich and classify incoming sales leads with AI

When a new lead is created in Eva Gifting Assistant (EvaBot), pass their submitted notes to Token Metrics to automatically extract key buying signals and categorize their industry.

Try:

See all Eva Gifting Assistant (EvaBot) + Token Metrics 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.

Eva Gifting Assistant (EvaBot) Explore Eva Gifting Assistant (EvaBot) →

Triggers

New lead created

Fires when a new lead or contact is created in Eva Gifting Assistant (EvaBot).

Deal stage changed

Fires when a deal moves to a new stage in Eva Gifting Assistant (EvaBot).

Deal won

Fires when a deal is marked won in Eva Gifting Assistant (EvaBot).

Contact updated

Fires when a field on a contact changes in Eva Gifting Assistant (EvaBot).

Actions

Create or update contact

Creates or updates a contact in Eva Gifting Assistant (EvaBot).

Create deal

Creates a new deal in Eva Gifting Assistant (EvaBot).

Update deal stage

Moves a deal to a new stage in Eva Gifting Assistant (EvaBot).

Log activity

Logs a call, email, or note against a record in Eva Gifting Assistant (EvaBot).

Token Metrics Explore Token Metrics →

Triggers

New completion generated

Fires when Token Metrics generates a response to a prompt.

Model run failed

Fires when a request to Token Metrics errors or times out.

Fine-tune job completed

Fires when a fine-tuning job in Token Metrics finishes.

Actions

Generate a completion

Sends a prompt to Token Metrics and returns the model's response.

Summarize text

Uses Token Metrics to summarize a block of text.

Classify or extract data

Uses Token Metrics to classify or extract structured data from text.

Save AI account executive summaries directly to CRM deals When Token Metrics generates an executive intelligence summary for a strategic account, log the summary directly onto the deal record in Eva Gifting Assistant (EvaBot). See details

Summarize customer interaction logs on updated contact profiles Whenever a contact's activity history is updated in Eva Gifting Assistant (EvaBot), ask Token Metrics to digest the recent interactions into a brief executive overview. See details

See all Eva Gifting Assistant (EvaBot) + Token Metrics integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Enrich and classify incoming sales leads with AI” between Eva Gifting Assistant (EvaBot) and Token Metrics?

Yes — describe it in the box above and Knit's Integrations Agent researches Eva Gifting Assistant (EvaBot) and Token Metrics'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.

What's the most common AI Models + CRM automation?

Summarizing a deal or account's recent activity from Eva Gifting Assistant (EvaBot) using Token Metrics, or drafting a personalized follow-up email based on the contact's real history.

Can this write the AI's output back into the CRM record?

Yes — a summary, draft email, or score generated by Token Metrics can be written straight back onto the relevant field or note in Eva Gifting Assistant (EvaBot).