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Product Integrations & API

Keep your CRM.Add the knowledge layer.

OptoBot answers on your website and your own WhatsApp number from content you’ve verified, then writes leads, escalations, and resolutions back into Zoho CRM. A public API and signed webhooks cover the rest.

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  • OpenAI
  • Mistral
  • Gemini
  • Zoho CRM
  • WhatsApp
Website widgetVisitor asks
Zoho CRM Lead · Amira H. Task · “Refund call”
Your endpoint POST lead.created HubSpot Planned

Your CRM already works.OptoBot feeds it.

Suites ask you to move contacts, pipelines, and years of history onto their meter. OptoBot takes a different job: it sits in front as the knowledge layer and keeps your records where they live.

  • Leads without forms

    Visitors share details progressively, inside the conversation. Captures are deduplicated per visitor and capped daily.

  • Clean records, in your CRM

    Lead or Contact upsert, deduplicated on email, tagged ‘OptoBot’, with a note naming the session and the page it came from.

    See what writes back →

  • Zero migration

    Keep your contacts, your pipelines, your history. OptoBot never asks for them.

Zoho CRM today.HubSpot next.

Connect Zoho CRM in one click, and the leads OptoBot captures land where your team already works.

All paid tiers, STARTER and up HubSpot: planned
  1. Lead captured Zoho Lead or Contact Upserted and deduplicated on email, so a repeat visitor updates one record.
  2. Conversation escalated Zoho Task Names the question, assignable to the Zoho user you choose, with a deep link into the OptoBot inbox.
  3. Conversation resolved Resolution note Written to the CRM record, with an optional Deal stage flip set per project.

What crosses over

Per-organization controls

  • Lead write-back
  • Transcript write-back The privacy lever
  • Transcript length cap 2,000 chars
  • Task assignee Sales team

Sample settings

Never breaks a chat. A Zoho outage or rate limit retries quietly and lands in a per-event activity log (OK, FAILED, SKIPPED), with no duplicate records on redelivery.

No developer needed. One-click OAuth across Zoho data centers; tokens are encrypted at rest and never shown again. Every captured lead is also exportable to CSV from STARTER.

Wire OptoBot intoanything else you run.

Call the public API when you want data; catch the outbound webhooks when data wants you. The API gives the same cited answers as the widget, and 1 credit is still 1 new conversation.

Public API (v1)

  • Sessions, streamed or one-shot messages, conversations, and leads
  • Scoped keys: chat, sessions.read, leads.read
  • Shown once, stored hashed, rotatable and revocable
  • 120 requests/minute per key, clean 429 with Retry-After

Outbound webhooks

  • session.started
  • message.created
  • answer.unfound
  • lead.created
  • handoff.escalated

HMAC-SHA256 signed over HTTPS, timestamped, with replay protection.

// lead.created · illustrative shape
{
  "id": "evt_3f9a2c1e…",
  "type": "lead.created",
  "apiVersion": "2026-09-29",
  "data": {
    "leadId": 482,
    "name": "Amira Hassan",
    "email": "[email protected]",
    "message": "Do you ship to Ras Al Khaimah?",
    "sourcePage": "https://example-store.eg/pricing"
  }
}

Failed deliveries retry on backoff

  1. 1m
  2. 5m
  3. 30m
  4. 2h
  5. 12h

A delivery log (last 100 per endpoint) and one-click redeliver live in the dashboard. An endpoint that keeps failing is auto-disabled, with an email to you.

  • Answers in your app Create sessions and send messages from your product, one-shot or token-streamed.
  • Leads where your team works Catch lead.created at your endpoint, or pull leads on demand.
  • Ops signals in real time answer.unfound flags a content gap; handoff.escalated says a visitor wants a human.

API and webhooks from GROWTH. FREE and STARTER requests get a clear plan_required signal, never a silent failure. Bringing OptoBot into a bigger stack? Book a demo

The first integrationis your own domain.

Before OptoBot reads a single page of your site, it checks the domain is yours. That is what makes the citation under every answer worth trusting.

  1. 01 Verify Prove ownership with a DNS TXT record or a file challenge. No verification, no crawl.
  2. 02 Crawl OptoBot follows your sitemap, reads the static HTML, and re-crawls daily.
  3. 03 Cite Every answer links the source it came from. Your visitors can check; so can you.

Arabic pages are verified the same way, and Arabic questions are answered in Arabic.

Their meter bills youwhen chat succeeds. Ours doesn’t.

Per-resolution meter

Variable

charged per resolved conversation, scaling with your volume.

OptoBot STARTER

EGP 2,000 / mo

1,000 new conversations included. FREE: 50 a month.

See the full pricing →

Integrations,answered.

Plain answers about how OptoBot works. If yours isn’t here, ask the people who build it.

Book a demo →

Does OptoBot replace my CRM?

No. OptoBot is the knowledge layer in front of it. Your CRM keeps contacts and pipelines; OptoBot answers visitors on your website and WhatsApp and writes captured leads, escalations, and resolutions back into Zoho CRM.

What exactly does OptoBot write back to Zoho CRM?

Three things. Captured leads, upserted to a Zoho Lead or Contact — deduplicated on email, tagged 'OptoBot', with a note naming the session and the page. Escalations, as a Zoho Task with a deep link into the OptoBot inbox. Resolutions, as a note on the record, plus an optional Deal stage flip. Per-org toggles let you switch lead write-back and transcript write-back on or off.

Is HubSpot available?

Not yet. Zoho CRM is live today; HubSpot is next on our roadmap, with the same guardrails — paid-plan gating, encrypted tokens, per-org toggles. We publish the specifics here when it ships.

Which plans include integrations?

Zoho CRM sync is on every paid tier — connecting requires an active paid subscription. The public API and webhooks are GROWTH and above. Lead capture starts at STARTER, CSV export included.

Do I need a developer?

Not for Zoho. It's a one-click OAuth connect in the dashboard. The API and webhooks are for teams that want custom flows — scoped keys, signed events, and rate-limit responses designed for production code.

What happens to the chat data?

Conversations and captured leads are stored in OptoBot's own database, with PII redaction applied before anything is stored, a platform default on every tier. The same masking applies to transcripts written to your CRM, and that write-back can be switched off. The audit log surfaces from BUSINESS. We don't sell 'certified' badges; we ship the controls.

Let’s build a better conversation.

Keep the CRM you already run. Add the knowledge layer, and start free.

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