Aimdoc Integrations
CRM Integrations
Efficient lead management is crucial for sales success. Aimdoc integrates with popular Customer Relationship Management (CRM) systems to ensure that captured leads are systematically organized and easily accessible.
1. HubSpot
Features:
- Automatic Lead Capture: Leads collected by Aimdoc are automatically added to HubSpot as contacts, eliminating manual data entry.
- Engagement Tracking: Each lead's interaction is logged in HubSpot, providing your sales team with valuable context for follow-ups.
Setup Instructions:
- Connect HubSpot Account: In the Aimdoc dashboard, navigate to the 'Integrations' section and select HubSpot. Follow the prompts to authorize the connection.
- Automatic Form Creation: Upon successful connection, Aimdoc creates a form named "Aimdoc" within your HubSpot instance to handle all lead submissions.
2. Salesforce
Features:
- Lead Synchronization: Aimdoc syncs and enriches leads directly into Salesforce, ensuring your sales pipeline remains up-to-date.
Setup Instructions:
- Connect Salesforce Account: Access the 'Integrations' section in the Aimdoc dashboard, select Salesforce, and follow the authorization steps.
- Configure Lead Mapping: Define how Aimdoc's captured lead information maps to your Salesforce fields to ensure data consistency.
Note: Detailed setup instructions are available within the Aimdoc dashboard.
Calendar Integrations
Scheduling meetings efficiently is vital for maintaining momentum with potential clients. Aimdoc integrates with various calendar systems to facilitate seamless meeting bookings.
1. Calendly
Features:
- Direct Meeting Scheduling: Visitors can book meetings through Aimdoc's AI agent, which interfaces with your Calendly availability.
Setup Instructions:
- Connect Calendly Account: In the Aimdoc dashboard, go to 'Integrations,' select Calendly, and authorize the connection.
- Set Availability: Ensure your Calendly availability is up-to-date to reflect accurate meeting times to prospects.
2. TidyCal
Features:
- Simplified Scheduling: Aimdoc allows visitors to book meetings directly through its interface, syncing with your TidyCal schedule.
Setup Instructions:
- Connect TidyCal Account: Within the Aimdoc dashboard, navigate to 'Integrations,' choose TidyCal, and follow the authorization process.
- Configure Time Slots: Set your available time slots in TidyCal to ensure accurate scheduling through Aimdoc.
3. Chili Piper
Features:
- Lead Routing: Qualify and route leads to the appropriate sales representative using Chili Piper's scheduling integration.
Setup Instructions:
- Connect Chili Piper Account: Access the 'Integrations' section in Aimdoc, select Chili Piper, and authorize the connection.
- Define Routing Rules: Set up rules within Chili Piper to determine how leads are assigned to your sales team.
Communication Integrations
Keeping your team informed about new leads and interactions is essential for prompt follow-ups. Aimdoc integrates with communication platforms to provide real-time notifications.
Slack
Features:
- Real-Time Notifications: Configure Aimdoc to send instant lead notifications to specific Slack channels, ensuring your team stays updated.
Setup Instructions:
- Connect Slack Workspace: In the Aimdoc dashboard, navigate to 'Integrations,' select Slack, and authorize the connection.
- Set Notification Preferences: Choose which channels should receive notifications and customize the information shared.
Getting Started
To explore and activate these integrations:
- Access Aimdoc Dashboard: Log in to your Aimdoc account.
- Navigate to Integrations: Click on the 'Integrations' tab to view available options.
- Select and Authorize: Choose the desired integration and follow the prompts to authorize and configure the connection.
For assistance or more information, visit the Aimdoc Integrations Page or contact support at support@aimdoc.ai.
By leveraging these integrations, Aimdoc enhances your sales and customer engagement processes, creating a cohesive and efficient workflow tailored to your business needs.