Workbooks + Small Business Chatbot
Create leads, opportunities, and cases. Attribute revenue back to conversations captured by your chatbot.
What you can do
- Create leads/contacts directly from chat and voice conversations.
- Log transcripts and assign owners automatically.
- Trigger AI Actions (follow-ups, tasks, sequences) when customers convert.
- Keep pipelines and activities in sync with real-time updates.
How to connect
- Open Integrations in your Small Business Chatbot dashboard.
- Select Workbooks and click Connect.
- Authorize and grant permissions.
- Map your fields and choose the pipeline or lists to update.
- Send a test lead and confirm it appears in Workbooks.
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