Get Began Utilizing a Lead Seize Template with a HubSpot Integration

Capturing leads on HubSpot streamlines gathering and managing potential buyer info. Small companies can improve their gross sales pipeline and enhance follow-up effectivity by integrating lead seize instantly into Hubspot.

Automating lead seize for HubSpot utilizing AI chatbots empowers anybody to transform extra prospects into clients, enhance communication, and drive progress. This integration not solely boosts productiveness throughout gross sales groups but additionally fosters stronger buyer relationships.

Further advantages:

• Automate Lead Assortment: Seize leads by an AI chatbot with out handbook entry.
• Improve Lead Segmentation: Routinely phase leads based mostly on the data they supply, permitting for extra focused advertising and marketing and follow-up efforts.
• Actual-Time Analytics: Monitor lead seize efficiency with built-in analytics, serving to you optimize your methods for optimum influence.

By including an AI chatbot for lead seize, you’ll be able to present a dynamic and interactive expertise for potential clients. The Kore.ai XO platform permits for simple integration with any system—together with HubSpot.

Under is a information on methods to get began.

Join a Kore.ai account

Step one is to join an account on the Kore.ai XO Platform. 

As soon as signed in, choose ‘New App’ to start out your AI Chatbot construct

Start your new app mission by choosing Automation AI. When you’ve chosen, choose ‘Customized Setup’ and observe the prompts to construct your AI chatbot.

Navigate to {the marketplace} and add the HubSpot integration

Choose ‘integrations’ from the dropdown menu. From there, you’ll be able to configure HubSpot together with directions and authorization. 

Authenticate and set up

After you add the HubSpot integration, observe the step-by-step directions and proceed to ‘Authenticate and Set up.’ Beneath Customized authorization, choose ‘Create New’ from the dropdown menu. 

You’ll be instructed to pick a New Authorization Mechanism. You should utilize the ‘oauth V2’ authorization sort for this integration. 

Enter the Identification Supplier Title (HubSpot), Consumer ID, Secret Key, Authorization URL, Token Request URL, Scope, and Refresh Token URL. 

Save your authorization with the blue button on the backside of your display screen. 

Authorize your HubSpot integration

Comply with the set up template

Progress by the guided steps to finalize your template integration.

Take a look at your new AI chatbot integration

After the template set up, you’ll be dropped at the Dialog web page. Click on ‘Take a look at’ within the higher right-hand nook of your show. You’ll be given the choice to pick a Voice or Chat Dialog for testing the flows.

For this instance, we’ll deal with Chat Dialog. As soon as chosen and your AI chatbot pops up, you’ll be able to ask it something about lead seize. You possibly can even merely sort, ‘Can I join with somebody from gross sales?’

The AI chatbot will accumulate lead seize info from the shopper in a conversational means. 

Affirm your integration is working

Whereas logged into HubSpot, you’ll be able to view the lead seize occasions created by Kore.ai. 

Be at liberty to run duties like qualify leads, nurture contacts, and observe interactions, simply and effectively from a unified platform. 

Get began with a HubSpot integration in minutes