Integrations Guide

Connect ChatVix with your favorite CRM systems and receive real-time events via webhooks.

🔗 What Are Integrations?

ChatVix integrations allow you to sync data with external CRM systems and receive real-time notifications when events occur in your chatbot conversations.

Custom Webhooks

Receive real-time events from your chatbot

HubSpot & Salesforce

Sync contacts, deals, and tickets automatically

Bidirectional Sync

Keep your data synchronized across systems

Custom Webhooks

Webhooks allow you to receive real-time notifications when specific events occur in your chatbot, such as when a conversation starts, a lead is captured, or a ticket is created.

Available Events

  • conversation_started - A new conversation begins
  • message_sent - A message is sent (from user or bot)
  • intent_detected - An intent is detected in the conversation
  • lead_captured - A new lead is created
  • ticket_created - A support ticket is created
  • ticket_updated - A support ticket status or details are updated
  • conversation_ended - A conversation ends

How to Set Up

  1. Go to Settings → Integrations → Webhooks in your CRM dashboard
  2. Click "Create Webhook"
  3. Select the event type you want to listen to
  4. Enter your webhook URL (must be HTTPS in production, HTTP allowed in development)
  5. Choose HTTP method: GET, POST, PUT, or PATCH (default: POST)
  6. Add custom headers if needed (e.g., Authorization tokens)
  7. Customize the payload template with variables like {{conversation_id}}, {{lead_id}}, {{event_type}}
  8. Configure retry settings (max retries, backoff strategy: exponential or linear)
  9. Save and test your webhook using the "Test" button
  10. View webhook logs to monitor delivery status and troubleshoot issues

💡 Tip: Use the Payload Template Editor to customize exactly what data is sent to your webhook. All variables are replaced with actual values at runtime.

HubSpot Integration

Sync your ChatVix contacts, deals, and tickets directly with HubSpot CRM. Keep all your customer data synchronized automatically.

What Gets Synced

Contacts / Leads

Names, emails, phones, companies

Deals / Tickets

Support tickets and sales deals

Real-time Updates

Automatic sync as data changes

Setup Steps

  1. Go to Settings → Integrations in your CRM dashboard
  2. Find the "HubSpot Integration" card
  3. Click "Connect HubSpot"
  4. You'll be redirected to HubSpot to authorize the connection
  5. Grant the requested permissions (Contacts, Deals, Tickets)
  6. After authorization, you'll be redirected back - the connection is complete!
  7. Configure what to sync: Contacts, Deals, Tickets
  8. Choose sync direction: Outbound (CRM → HubSpot) or both directions
  9. Start syncing manually or enable automatic sync

📚 Need Help? For detailed setup instructions, including how to create a HubSpot App, see the full integration guide in your CRM dashboard.

Salesforce Integration

Connect ChatVix with Salesforce to sync contacts, leads, and cases. Perfect for enterprise teams already using Salesforce.

What Gets Synced

Contacts / Leads

Customer contact information

Cases / Tickets

Support cases and tickets

Bidirectional Sync

Keep data synchronized both ways

Setup Steps

  1. Go to Settings → Integrations in your CRM dashboard
  2. Find the "Salesforce Integration" card
  3. Click "Connect Salesforce"
  4. You'll be redirected to Salesforce to authorize the connection
  5. Grant the requested permissions (API Access, Refresh Token, Offline Access)
  6. After authorization, you'll be redirected back - the connection is complete!
  7. Configure what to sync: Contacts, Cases
  8. Choose sync direction: Outbound (CRM → Salesforce) or both directions
  9. Start syncing manually or enable automatic sync

📚 Need Help? For detailed setup instructions, including how to create a Salesforce Connected App, see the full integration guide in your CRM dashboard.

Zapier Integration

Trigger 1,000+ automations whenever leads, tickets, or messages flow through ChatVix. Zapier receives a secure OAuth token and exposes your CRM data to any connected app.

Instant Triggers

Lead created, ticket escalated, conversation tagged

Two-way Actions

Create deals, post comments, update ticket status

Health Checks

Use the Test button to confirm Zapier can pull data

  1. Open Settings → Integrations and locate the Zapier card.
  2. Click Connect to launch the OAuth flow and authorize ChatVix.
  3. Create a Zap in Zapier and select the ChatVix app + trigger.
  4. Use Test Connection anytime to refresh the token status.

Messaging Integrations

Use the lightweight OAuth cards to connect Gmail, Slack, Microsoft Teams, Outlook Calendar, and Make (Integromat). Each card shows the live status, last refresh, and quick actions (Connect, Disconnect, Refresh).

Gmail

Sync email threads and send follow-ups directly from the CRM.

Slack

Push bot events to channels, enable slash commands, and DM agents.

Microsoft Teams

Share conversations via adaptive cards and notify support squads.

Outlook Calendar

Create calendar events / follow-up meetings from any conversation.

Make (Integromat)

Trigger Make scenarios to update spreadsheets, CRMs, or ticketing tools.

Monitoring & Logs

Each integration card exposes rich telemetry so admins can audit syncs at any time.

  • Sync Statistics — total runs, successful, failed, and last run time.
  • Expanded Logs — inspect payloads, timestamps, duration, and failure reasons.
  • Status Badges — see Connected, Not Connected, Token Expired, Syncing.
  • Manual Refresh — use the refresh icon to re-fetch state without reloading the page.

Find all of these controls inside the CRM at Settings → Integrations. For a step-by-step product tour visit /crm/integrations.

API Reference

All integrations are accessible via the CRM API. See the API Reference page for complete endpoint documentation.

Key Endpoints

  • GET /api/chatbot-webhooks - List all webhooks
  • POST /api/chatbot-webhooks - Create a new webhook
  • GET /api/hubspot/status - Get HubSpot integration status
  • GET /api/salesforce/status - Get Salesforce integration status

Troubleshooting

Webhook not receiving events?

  • Check that the webhook is active (is_active = true)
  • Verify the webhook URL is accessible from the internet
  • Check the webhook logs for delivery status and error messages
  • Ensure the webhook URL uses HTTPS in production (HTTP only allowed in development)
  • Verify the webhook URL format is valid (must be a proper URL)
  • Check that your server responds with 2xx status codes (200, 201, etc.)
  • Review retry configuration - webhooks will retry failed deliveries automatically
  • Use the "Test Webhook" button to send a test event and verify delivery

Sync not working with HubSpot/Salesforce?

  • Verify the integration is connected and active (check status badge)
  • Check the sync logs for detailed error messages
  • Test the connection using the "Test Connection" button
  • Ensure you have the necessary permissions in HubSpot/Salesforce
  • Check if the OAuth token has expired (it will auto-refresh automatically)
  • If you see "OAuth is not configured" error, contact support - the integration needs to be set up on our end
  • Verify that sync is enabled for the entities you want (Contacts, Deals, Tickets)
  • Check sync direction settings (outbound vs bidirectional)

Getting "invalid_client_id" or "OAuth is not configured" error?

  • This means the integration needs to be configured on our backend
  • Contact support with the integration name (HubSpot, Salesforce, Gmail, etc.)
  • We'll set up the OAuth credentials (CLIENT_ID and CLIENT_SECRET) for you
  • Once configured, you'll be able to connect without issues
  • This is a one-time setup per integration - all users share the same OAuth app

Need more help?

Check the Troubleshooting page or contact support for assistance.

✅ Ready to Get Started?

Log in to your CRM dashboard and navigate to Settings → Integrations to set up your first integration.

Start Integrating Now