Connect CRM Web App and Instabot: Chatbot Platform to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Affiliate" from CRM Web App.

Add your action

An action happens after the trigger—such as "Send a Message" in Instabot: Chatbot Platform.

You’re connected!

Zapier seamlessly connects CRM Web App and Instabot: Chatbot Platform, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Affiliate
Triggers when a new affiliate is added or when an existing client is assigned as an affiliate.
Trigger
Instant
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New Not Active Client
Triggers when a not active client is added or when an existing client is assigned as a not active client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Company
- Address
- City
- State
- Zip Code
- Country
- Phone
- Mobile
- Fax
- Web Address
- Related To
- Social Security
- DOB
Action
Write
New User
Triggers when the Instabot platform sees a new user for the first time.
Trigger
Instant
Try It

- Bot Nodes
- Bots
Trigger
Instant
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New Client
Triggers when a new client is added or when an existing client is assigned as a client.
Trigger
Instant
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New Lead
Triggers when a new lead is added or when an existing client is assigned as a lead.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
- Company
- Address
- City
- Zip Code
- State
- Country
- Phone
- Mobile
- Fax
- Web address
- Related To
- Social Security
- DOB
Action
Write
- Selected Goal(s)
  Required
- Selected Bot(s)
Trigger
Instant
Try It
- Selected Bot(s)
  Required
Trigger
Instant
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- User Id
- Email
- Message
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect CRM Web App and Instabot: Chatbot Platform to integrate crucial parts of your business

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Make work flow with AI

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Learn about AI automation

About CRM Web App

CRM Web App is a Zapier App that interacts with Credit Money Machine Web, CRM Business Companion, CRM Monitor Companion, and Automatic Business Machine.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Instabot: Chatbot Platform

Instabot is a conversion chatbot for your website, mobile app & emails.