Log team discussions into CRM contact histories
When a new message is posted in WhatsBox, automatically log the details as an activity against the contact record in Followup.
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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.
WhatsBox Explore WhatsBox →
TriggersFires when a new message is posted to a channel in WhatsBox.
Fires when a new channel is created in WhatsBox.
Fires when your team or a keyword is mentioned in WhatsBox.
Fires when a new file is shared in WhatsBox.
Posts a message to a channel in WhatsBox.
Sends a direct message to a specific person in WhatsBox.
Reacts to a message in WhatsBox.
Adds a user to a channel in WhatsBox.
Followup Explore Followup →
TriggersFires when a new contact or lead is added to Followup.
Fires when a field on a contact changes in Followup.
Fires when a deal, case or record moves to a new stage in Followup.
Fires when a deal is marked won in Followup.
Creates or updates a contact in Followup.
Creates a new deal in Followup.
Moves a deal or record to a new stage in Followup.
Logs a call, email, or note against a record in Followup.
More WhatsBox + Followup workflows
Celebrate closed deals in team channels
When a deal is marked as won in Followup, automatically send a celebration message to your team channel in WhatsBox.
See details
Alert sales reps to new incoming leads
When a new lead is created in Followup, send a direct message in WhatsBox to assign and notify the responsible salesperson.
See details
See all WhatsBox + Followup integrations → · Browse the full workflow library →
Common questions
Can Knit build “Log team discussions into CRM contact histories” between WhatsBox and Followup?
Yes — describe it in the box above and Knit's Integrations Agent researches WhatsBox and Followup'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 WhatsBox to Followup help sales teams close deals faster?
Sales reps receive instant channel updates in WhatsBox whenever high-value leads or deal status changes occur in Followup, allowing rapid team collaboration.
Can chat conversations be tracked in customer profiles?
Yes, important conversations or messages posted in WhatsBox can be automatically logged as activity notes in Followup.