Automated Lead Transfer Assistant for HubSpot CRM

With Palmate AI, transfer chatbot conversations from your website directly to your HubSpot CRM, automate your sales processes, and save valuable time.

Instantly Transfer Leads from Your Website to HubSpot

Manually entering valuable conversations with potential customers (leads) from your website's AI chatbot into your CRM system is both time-consuming and prone to errors. Fully automate this process with Palmate AI's seamless HubSpot CRM chatbot integration. Every new lead collected by the chatbot, along with their contact information and conversation details, is saved as a 'contact' in your HubSpot account within seconds.

Increase Your Sales Team's Efficiency

Let your sales teams spend the time lost on manual data entry engaging with potential customers. Thanks to the integration, as soon as a lead finishes their conversation with the chatbot, the relevant information is transferred to HubSpot, and your sales representatives are notified instantly. This speed allows you to get ahead of your competitors and ensure you don't miss out on sales opportunities.

Advantages of Palmate AI and HubSpot Integration

Choosing Palmate AI is not just an integration, but an investment in smart sales automation. Grow your business with the unique advantages we offer that set us apart from our competitors.

1. Easy, No-Code Setup

You can connect your Palmate AI chatbot to your HubSpot account with just a few clicks, without needing technical knowledge or a developer. Unlike the complex and time-consuming setup processes of competitors, you can start automating with Palmate in minutes.

2. Smart Data Collection and Transfer

Palmate AI doesn't just collect standard form information (name, email). Thanks to artificial intelligence, it understands the context of the conversation and identifies the customer's real needs, interests, and questions. This enriched data is added as a note to the contact record in HubSpot, giving your sales team a 360-degree view of every customer.

3. Instant Notifications and Task Assignment

When a new lead is added to HubSpot, you can have a task automatically assigned and an email notification sent to your designated sales representative. This proactive approach ensures immediate follow-up with leads and increases customer satisfaction.

4. Cost-Effective Solution

Palmate AI offers its advanced HubSpot CRM integration in all subscription plans at no extra charge. You can use this critical feature, which competitors often charge for as an add-on or in higher-tier plans, without straining your budget.

How Does the HubSpot CRM Chatbot Integration Work?

The process is quite simple and automated. A user visiting your website starts a chat with the Palmate AI chatbot. The user shares their name, email address, company, and needs related to your services. When the conversation ends, Palmate AI processes this information instantly. It then establishes a secure connection via the HubSpot API to send this data to your HubSpot CRM. A new 'contact' is automatically created in HubSpot, all contact information is filled into the relevant fields, and the entire conversation is added as a note to this record. That's it! Your sales team is now ready to take action.

Frequently Asked Questions

Find the most frequently asked questions and answers about Automated Lead Transfer Assistant for HubSpot CRM here.

How do I set up an AI chatbot connected to HubSpot CRM?
Thanks to its HubSpot CRM integration, Palmate AI automatically saves information such as name, email, company, and needs obtained from chatbot conversations as a new 'contact' in HubSpot. For setup, simply go to the Integrations section in your Palmate dashboard, select HubSpot, and connect your account. This process requires no coding and is completed in a few minutes. Afterward, you can specify which data should be mapped to which fields in HubSpot.
Is there an extra fee for Palmate's HubSpot integration?
No, the HubSpot CRM integration is included in all our Palmate AI subscription plans and does not require any additional fees. It is offered as a core feature of our platform.
What data is transferred from the chatbot to HubSpot?
The integration automatically transfers basic contact information such as the user's first name, last name, email address, phone number, and company name to the corresponding fields in HubSpot. Additionally, the entire conversation transcript and any important notes identified by the AI are added to the relevant 'contact' record.
How long does it take to set up the integration?
Setting up the HubSpot integration through the Palmate AI dashboard requires no coding knowledge and typically takes less than 5 minutes. You just need to connect your HubSpot account and grant the necessary permissions.
Can I customize the transferred data in HubSpot?
Yes, with Palmate AI, you can specify which data collected by the chatbot should be mapped to which custom properties in HubSpot. This allows you to use your CRM in a fully customized way that fits your specific workflows.