Integrations
Automatically sync leads and contacts captured by your chatbot to HubSpot CRM.
AI Chatbot integrates with HubSpot to automatically create and update contacts in HubSpot when leads are captured by your chatbot. This keeps all your contacts in sync and up to date.
In your chatbot dashboard, go to Configuration > Settings and click the Integrations tab.
Locate the HubSpot integration card.
Click Connect
Click the Connect button.
A popup will appear asking you to connect your AI Chatbot account to HubSpot. You can either:
Once connected, you’ll see:
All newly captured leads will now automatically be added to your HubSpot contacts with a note containing the context of their conversation.
You can optionally enable automatic ticket creation:
In the connected HubSpot card, locate the Create Tickets section.
Toggle On
Enable the toggle to automatically create a support ticket in HubSpot when a lead is captured.
When enabled, each captured lead will also create a support ticket containing the chat history as context, so your support team can easily follow up.
To disconnect the integration, click the Disconnect button in the HubSpot card. You can also use the main toggle at the bottom of the card to temporarily disable syncing without disconnecting.
Disconnecting also stops the HubSpot Meetings booking action if your chatbot uses it. The action stays installed. To restore bookings, open the action and click Reconnect HubSpot Account.
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