Get Started Using a Lead Capture Template with a HubSpot Integration

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

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

Further advantages:

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

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 straightforward integration with any system—together with HubSpot.

Beneath is a information on tips on how 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 begin your AI Chatbot construct

Start your new app undertaking by choosing Automation AI. When you’ve chosen, choose ‘Customized Setup’ and comply with 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, comply with the step-by-step directions and proceed to ‘Authenticate and Set up.’ Underneath Customized authorization, choose ‘Create New’ from the dropdown menu.

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

Enter the Id Supplier Title (HubSpot), Shopper 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.

Authorize your HubSpot integration

Observe the set up template

Progress via the guided steps to finalize your template integration.

Check your new AI chatbot integration

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

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