

Erxes + Instabot: Chatbot Platform Integration
Integrate Erxes to Instabot: Chatbot Platform in one click, or tell Integrately AI how you want each submission handled. Capture leads, create users, update your records, and trigger follow-ups automatically.
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Ready Workflows for Erxes + Instabot: Chatbot Platform Integration
Capture form submissions, create users, sync customer data, alert your team, and send follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Erxes + Instabot: Chatbot Platform flow
Streamline your lead capture by sending new customer details to CRMs, spreadsheets, and support desks. Pick a combination and activate it in one click.


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Hubspot (5)
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Slack (4)
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Google Sheets (4)
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Salesforce (4)
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Zendesk (4)
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Mailchimp (4)
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Add every Erxes form submission as a user in Instabot: Chatbot Platform, and create a matching contact in HubSpot.
New Erxes form submissions instantly create users in Instabot: Chatbot Platform and new contacts in HubSpot, removing manual data entry.
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When a customer is created in Erxes, create a user in Instabot: Chatbot Platform and log a deal in HubSpot.
New Erxes customers populate Instabot: Chatbot Platform and HubSpot instantly, ensuring your pipeline is always up to date.
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If an Erxes form submission indicates enterprise tier, create a user in Instabot: Chatbot Platform and add a priority contact in HubSpot.
Enterprise submissions in Erxes trigger priority user creation in Instabot: Chatbot Platform and high-value CRM tracking in HubSpot.
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Use Claude to summarise every new Erxes form submission, create a user in Instabot: Chatbot Platform, and log the brief in HubSpot.
Claude analyses Erxes form submissions before Instabot: Chatbot Platform creates the user and HubSpot stores the summary brief.
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When a goal is completed in Instabot: Chatbot Platform, update the customer in Erxes and create a follow-up task in HubSpot.
Completed chatbot goals in Instabot: Chatbot Platform update Erxes customer records and open tasks in HubSpot.
Supported triggers and actions for Erxes and Instabot: Chatbot Platform
Mix and match to build the exact automation you need

Erxes Triggers & Actions
Instant
Customer is updated in Erxes
Triggers the automation when customer details are updated
Try it → Instant
Customer is deleted in Erxes
Triggers the automation when a customer is removed from the database
Try it → Instant
Admin sends engagement message in Erxes
Triggers the automation when an admin sends an engagement message to a contact
Try it → Instant
Customer sends a message in Erxes
Triggers the automation when a customer sends a message
Try it → Instant
Admin sent message in Erxes
Triggers the automation when the admin sends a message to someone
Try it → Instant
Knowledge base is created in Erxes
Triggers the automation when new knowledge base is created
Try it → Instant
Knowledge base is updated in Erxes
Triggers the automation when a knowledge base is modified
Try it → Instant
Knowledge base is deleted in Erxes
Triggers the automation when a knowledge base is deleted
Try it → What can you automate with Erxes + Instabot: Chatbot Platform?
Streamline customer communication and lead management by connecting Erxes and Instabot: Chatbot Platform workflows.
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Sync Erxes form submissions to Instabot: Chatbot Platform instantly
Trigger automated user creation in Instabot: Chatbot Platform the exact moment a form submission is received in Erxes, removing manual data transfer entirely.
📋
Capture every submitted chatbot field
Map all available form fields and customer inputs between Erxes and Instabot: Chatbot Platform instead of only transferring basic names and emails.
🔔
Alert your team on completed goals
Notify relevant team members immediately whenever a user completes a conversion goal in Instabot: Chatbot Platform or submits an inquiry in Erxes.
🔀
Route records based on submitted criteria
Apply conditional rules to Erxes form submissions so high-value enterprise leads receive priority handling in Instabot: Chatbot Platform.
🔄
Keep customer profiles continuously updated
Synchronize customer and company updates between Erxes and Instabot: Chatbot Platform automatically as details change over time.
🛡️
Prevent duplicate records across systems
Check existing databases before creating new users or customers, ensuring clean records across Erxes and Instabot: Chatbot Platform.
🎯
Handle later status changes and milestones
Trigger downstream updates when a goal is completed or a customer interaction status changes in Instabot: Chatbot Platform.
🔌
Extend your workflow to HubSpot
Connect Erxes and Instabot: Chatbot Platform with HubSpot to push enriched user data straight into your CRM pipeline automatically.
And much more...
Who is Erxes + Instabot: Chatbot Platform integration for?
Connecting Erxes and Instabot: Chatbot Platform eliminates manual data entry between your chatbot conversations and customer management workflows.
Performance marketers
Sales development reps
Client success managers
Support supervisors
Operations managers
Data administrators
📈
Performance marketers
You're running campaigns across multiple chat funnels but your tracking sheet only updates when someone manually exports submissions, so the row counts you're optimising against are always a few hours behind — with this integration, every new form submission lands in the sheet instantly and your data stays current.
⚡
Sales development reps
You need to engage incoming chatbot leads immediately, but waiting for notifications causes valuable prospects to go cold before your team can reach out — this integration means every new user created in your chatbot alerts your sales channel instantly and accelerates follow-up.
📋
Client success managers
You answer to stakeholders who want transparent progress updates on inbound customer inquiries, but compiling conversation metrics by hand takes hours every week — automating both apps means your reporting dashboards update in real time with zero manual effort.
💬
Support supervisors
The volume of inbound messages is too high for anyone to keep up by hand, leading to missed customer queries and delayed ticket creation — connecting these apps means every customer message automatically generates the necessary support records without human delay.
🔄
Operations managers
You own the downstream customer onboarding process and depend on your front-end team to hand over clean submission data, but missing fields break your pipeline — with this integration, every form field maps accurately across platforms without manual transcription errors.
🗂️
Data administrators
You need a reliable, unbroken history of customer interactions across your tech stack, but inconsistent record keeping keeps leaving gaps in your database — automating both apps means every customer creation and form submission is logged reliably every single time.

Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Erxes + Instabot: Chatbot Platform
Build and manage your Erxes + Instabot: Chatbot Platform automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Erxes + Instabot: Chatbot Platform with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Frequently Asked Questions
How do I connect Erxes to Instabot: Chatbot Platform?
You can connect Erxes to Instabot: Chatbot Platform instantly using 1-click ready workflows on Integrately. Select a template or ask Integrately AI to set up your custom workflow between Erxes, Instabot: Chatbot Platform, and apps like HubSpot or Slack.
Can I automatically create Instabot: Chatbot Platform users from Erxes form submissions?
Can I connect Erxes, Instabot: Chatbot Platform, and HubSpot?
What is a good Zapier alternative for Erxes and Instabot: Chatbot Platform?
How does Erxes handle data transfer in this integration?
How does Instabot: Chatbot Platform trigger actions with Erxes data?
Do I need coding skills to automate Erxes and Instabot: Chatbot Platform?
Is the Erxes and Instabot: Chatbot Platform integration free?
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