Convert chatbot lead captures into new CRM contacts

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

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See all Realty AI + kvCORE 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.

Realty AI Explore Realty AI →

Triggers

New conversation started

Fires when a new chat or conversation begins in Realty AI.

Lead captured in chat

Fires when Realty AI captures a lead during a conversation.

Conversation handed off

Fires when Realty AI escalates a conversation to a human.

Actions

Send a message

Sends a message to a user through Realty AI.

Generate an answer

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

Summarize a conversation

Uses Realty AI to summarize a chat transcript.

Create a ticket from a chat

Opens a support ticket from an Realty AI conversation.

kvCORE Explore kvCORE →

Triggers

New contact or lead

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

Contact updated

Fires when a field on a contact changes in kvCORE.

Deal or record stage changed

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

Deal won

Fires when a deal is marked won in kvCORE.

Actions

Create or update contact

Creates or updates a contact in kvCORE.

Create deal

Creates a new deal in kvCORE.

Update record stage

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

Log activity

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

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

See all Realty AI + kvCORE 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 Realty AI and kvCORE?

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