Send personalized AI chatbot messages when deal stages change
When a lead moves to a specific deal stage in Yardbook, automatically instruct Beside to send a targeted follow-up or answer prospective buyer questions.
4.9/5 on G2·
Google for Startups Accelerator
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.
Yardbook Explore Yardbook →
TriggersFires when a new contact or lead is added to Yardbook.
Fires when a field on a contact changes in Yardbook.
Fires when a deal, case or record moves to a new stage in Yardbook.
Fires when a deal is marked won in Yardbook.
Creates or updates a contact in Yardbook.
Creates a new deal in Yardbook.
Moves a deal or record to a new stage in Yardbook.
Logs a call, email, or note against a record in Yardbook.
Beside Explore Beside →
TriggersFires when a new chat or conversation begins in Beside.
Fires when Beside captures a lead during a conversation.
Fires when Beside escalates a conversation to a human.
Sends a message to a user through Beside.
Asks Beside a question against its knowledge base and returns the answer.
Uses Beside to summarize a chat transcript.
Opens a support ticket from an Beside conversation.
More Yardbook + Beside workflows
Convert chatbot lead captures into new CRM contacts
When a visitor provides contact details during a chat in Beside, automatically create or update their contact profile and log the activity in Yardbook.
See details
Open deal opportunities after chatbot handoffs
When an AI chatbot handoff occurs in Beside, automatically create a new sales deal in Yardbook so account executives can take over seamless follow-up.
See details
See all Yardbook + Beside integrations → · Browse the full workflow library →
Common questions
Can Knit build “Send personalized AI chatbot messages when deal stages change” between Yardbook and Beside?
Yes — describe it in the box above and Knit's Integrations Agent researches Yardbook and Beside'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 Beside are immediately passed to Yardbook 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 Beside, details and interaction logs can automatically update contact profiles or deal stages in Yardbook.