Lead Generation Chatbot for Hubspot

Before diving into the how-to, let’s understand the benefits of this integration:

1. 24/7 Lead Capture: Your chatbot engages visitors anytime, collecting valuable lead information even when your team is offline.
2. Automated Data Entry: No more manual data entry—leads flow directly into your HubSpot CRM.
3. Intelligent Lead Qualification: AI can pre-qualify leads based on your criteria before they reach your sales team.
4. Personalized Experiences: Create tailored conversations based on visitor behavior and existing HubSpot data.
5. Seamless Handoff to Humans: When complex situations arise, the chatbot can intelligently escalate to your support team with full context.

Step-by-Step Guide: Creating a Lead Generation Chatbot for HubSpot

Step 1: Integrate your Hubspot to FlowHunt

Let’s first integrate your Hubspot account to FlowHunt by navigating to Integrations and following the Setup process:

After Integration, you’ll see the success page. Let’s head to Flow Library and choose Hubspot Lead Gen Chatbot.

This is how the flow looks like:

Step 2: Create a bot user in Hubspot and link it to FlowHunt

‌Before we continue, this is the recommended way of integrating FlowHunt to your Hubspot. We need to create a new user that represents FlowHunt. Be ready to create a new email under your organization’s domain specifically for FlowHunt and add it as a user in your Hubspot.

In Hubspot, head to Settings from the settings icon at the top right corner and navigate to Users & Teams:

Then create a new user with the sales permission template. Here, I created a user with access to Contacts, Sales, Marketing, Reporting, etc. as suggested by the sales template:

Accept the invite with the email designated for FlowHunt that you just added. Now, add an automation to assign all channels automatically to our new user.

After you are done, head back to the flow and make sure the Hubspot trigger is only triggered for messages that our new user is the owner.

Step 4: Let your sales team know when Chatbot encounters ICP (Optional)

In the AI Agent, I prompted it to send a message to our sales team in Slack if the AI Agent thinks it encountered an Ideal Customer Profile (ICP).

Take Over a Critical Conversation When Needed

When your sales team decides to take over a conversation, it’s enough to just change the owner of the conversation back to someone from your sales team.

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