Conversations that become CRM records
A chatbot that captures leads but strands them in its own dashboard just creates another place to check. Connected to your CRM, every qualified conversation becomes a real contact or deal — with the details the bot gathered attached — right where your team already works.
Your sales process stays in one system of record, and no lead falls through a crack because someone forgot to copy it over.
- New contacts and leads created automatically in your CRM
- Conversation transcripts and captured fields logged to the record
- Updates to existing contacts instead of duplicates
- Deal, stage, or lifecycle updates triggered by the conversation
- Works with HubSpot, Salesforce, and other common CRMs
Keeping your data clean and actionable
The value of CRM integration is only as good as the data quality. We map the bot's fields to your CRM's fields, handle deduplication, and set what triggers a notification or a task, so reps get a clean, actionable record rather than noise.
Because the data lands in your CRM, your existing automations, sequences, and reporting all pick it up without extra work.
- Field mapping from the conversation to your CRM schema
- Deduplication so you don't create the same contact twice
- Triggers for tasks, notifications, and assignments to reps
- Compatibility with your existing sequences and workflows
- Clean data that flows into your reporting and dashboards
- Consent and timing handled so you capture data responsibly
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Frequently asked questions
Which CRMs do you integrate with?
Commonly HubSpot and Salesforce, and other CRMs with an accessible API. We confirm your specific setup and which fields and objects to map before building.
Will it create duplicate contacts?
It's built to match against existing records and update them rather than duplicate. Keeping your CRM clean is a design goal, not something you clean up afterward.
Can it trigger our existing follow-up sequences?
Yes. Once a lead or update lands in your CRM, your existing automations, sequences, and assignment rules can act on it just like any other record.