Chatagentive
Advanced/Crm Integration

CRM Integration

Integrating ChatAgentive with your **CRM ** allows you to:

  • Automatically create/update leads and contacts
  • Sync user conversations into your CRM
  • Trigger CRM workflows from the bot
  • Track events and attributes

Methods of Integration

You can integrate ChatAgentive with your CRM using:

  1. Webhooks
  2. Zapier or Make
  3. Direct API Calls (Advanced)

Webhooks (Recommended)

Set a webhook URL in your dashboard or widget config:

window.ChatAgentiveWidgetConfig = {
  apiKey: 'YOUR_PUBLIC_API_KEY',
  webhook: 'https://yourdomain.com/api/chatagentive-webhook'
}