HubSpot and Chatbot.OM
Qualified leads and enriched contact records created in HubSpot as the conversation happens, not after someone types them up.
What it does
Every qualified enquiry becomes a HubSpot contact and deal, with the conversation transcript attached as an activity and the enriched fields mapped to your own properties. Existing contacts are matched on phone number or email rather than duplicated.
Deal stage, owner, and value can all be set from what Chatbot.OM established in the conversation, so your pipeline reflects reality without a manual step.
Setting it up
Authorise HubSpot from the integrations panel and map chatbot fields to your properties. Custom properties are supported, so requirement, timeline, and indicative value land where your team already looks for them.
You choose which conversations create records. Most businesses create a contact for every enquiry but a deal only for qualified ones, which keeps the pipeline honest.
- Field mapping including custom properties
- Existing contacts matched, not duplicated
- Rules for which conversations create a deal
What you can do
- Create and update contacts and deals in real time
- Attach the full transcript as a HubSpot activity
- Map enriched fields to your own custom properties
- Assign the deal owner from the chatbot's routing rules
- Match on phone or email to avoid duplicate records
Other crm connections
Salesforce
Leads, contacts, and cases created in Salesforce from the conversation, mapped to your existing objects and fields.
Zoho CRM
A practical fit for Omani small and medium businesses already running Zoho, with leads created straight from the chat.
Pipedrive
Deals created in the right stage with the right owner, so your board reflects what was actually said in the chat.
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