What are AI Actions in live chat?

AI Actions are automated workflows triggered by AI chatbot conversations. When your chatbot detects user intent, it can take actions like booking calendar meetings, capturing leads in your CRM, sending follow-up emails, or triggering custom API calls without human intervention.

Can AI chatbots book meetings automatically?

Yes, AI Actions integrate with calendar tools like Calendly, HubSpot Meetings, and custom scheduling systems. When a visitor wants to book a meeting, the AI chatbot can check availability and schedule appointments automatically.

What CRMs do AI Actions integrate with?

AI Actions integrate with Salesforce, HubSpot, Microsoft Dynamics 365, and many other CRMs through native integrations or Zapier. Lead information captured during chat conversations is automatically synced to your CRM for follow-up.

CRM Integration

Salesforce Integration

Turn conversations into Salesforce leads automatically. Your AI chatbot captures prospect information and creates new leads in Salesforce CRM.

Chat with us

We're evaluating CRM solutions

I can connect you with sales. What's your email?

sarah@techcorp.io

Lead created in Salesforce

What Is Salesforce Integration?

When your AI chatbot qualifies a visitor and collects their information, it automatically creates a new Lead record in Salesforce. The chat transcript, lead source, and any custom data you capture flows directly into your CRM.

Your sales team gets real-time notifications and can follow up immediately while the lead is hot.

Salesforce Integration Features

Lead & Contact Creation

Automatically create Leads or Contacts based on conversation data.

Custom Field Mapping

Map any collected data to standard or custom Salesforce fields.

Chat Transcript Attached

Full conversation history saved to the Lead record for context.

Instant Sync

Leads appear in Salesforce immediately when captured in chat.

How It Works

Connect Salesforce

Secure OAuth connection. Works with all Salesforce editions.

Map Fields

Configure which chat data maps to which Salesforce fields.

Leads Flow In

New leads created automatically with full conversation context.

What Data Gets Synced

First & Last Name

Email Address

Company / Account

Phone Number

Lead Source

Chat Transcript

Custom Fields

Page URL

Fill Your Salesforce Pipeline

Connect Salesforce and let your AI chatbot capture every lead.

Start Free Trial View Pricing

14-day free trial. No credit card required.