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:

Contact Sync: Create or update HubSpot contacts from Aimdoc contacts.
Continuously Updated Transcript: Keep conversation context current in HubSpot so reps can review it from the CRM record.
Field Mapping + Attribution: Map Aimdoc fields into HubSpot properties and preserve visibility into how website activity connects to conversations.

Setup Instructions:

Connect HubSpot Account: In the Aimdoc dashboard, navigate to the 'Integrations' section and select HubSpot. Follow the prompts to authorize the connection.

For more detail on transcript behavior, field mapping, attribution, and where synced records appear in Aimdoc, see the full HubSpot integration guide.

2. Salesforce

Features:

Lead, Contact, And Account Sync: Sync Salesforce objects based on the workflow your team uses.
Continuously Updated Transcript: Keep conversation context available inside Salesforce for follow-up and handoff.
Per-Object Field Mapping: Configure separate mappings for Leads, Contacts, and Accounts where supported.

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.

For more detail on object selection, transcript behavior, matching, and where synced records appear in Aimdoc, see the full Salesforce integration guide.

3. Attio

Features:

People Sync: Create or update Attio people records from Aimdoc contacts.
Session Notes: Aimdoc adds a note containing the conversation transcript to the synced Attio person.
Field Mapping: Map standard contact fields and Aimdoc Data Capture answers into Attio attributes, including custom attributes.

Setup Instructions:

Connect Attio Workspace: In the Aimdoc dashboard, navigate to 'Integrations' and select Attio. Authorize the connection with your Attio workspace.
Configure Field Mapping: Open the Actions tab on your agent and map Aimdoc fields to the Attio attributes you want to sync.

For more detail on people sync, session notes, and field mapping, see the full Attio integration guide.

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.

4. Cal.com

Features:

Direct Meeting Scheduling: Visitors can book meetings through Aimdoc's AI agent using your Cal.com event types.

Setup Instructions:

Get Your Booking URL: Copy the booking URL for the Cal.com event type you want to use (for example, https://cal.com/your-username/intro-call).
Connect In Aimdoc: In the Aimdoc dashboard, navigate to 'Integrations,' select Cal.com, and paste your booking URL.

5. Default

Features:

Form-Based Routing: Schedule meetings through Default's forms and team routing logic.
Lead Distribution: Use Default's routing rules to assign meetings to the right rep.

Setup Instructions:

Get Your Form ID and Team ID: From your Default dashboard, copy the Form ID and Team ID for the form you want to use.
Connect In Aimdoc: In the Aimdoc dashboard, navigate to 'Integrations,' select Default, and enter the IDs.

6. RevenueHero

Features:

Inbound Lead Routing: Use RevenueHero routers to qualify and assign meetings during a conversation.
Real-Time Booking: Visitors can book directly with the routed rep without leaving the chat.

Setup Instructions:

Get Your Router ID: From your RevenueHero dashboard, copy the Router ID for the router you want to use.
Connect In Aimdoc: In the Aimdoc dashboard, navigate to 'Integrations,' select RevenueHero, and paste the Router ID.

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.

Advertising Integrations

Track conversions and optimize your advertising campaigns by connecting Aimdoc with your ads platforms. Our integrations help you measure the ROI of your conversational AI and improve ad targeting.

Google Ads

Features:

Conversion Tracking: Automatically track when visitors convert through Aimdoc's chat, feeding this data back to your Google Ads campaigns.
ROI Measurement: Gain clear insights into which ads are driving valuable conversations and conversions.

Setup Instructions:

Connect Google Ads Account: In the Aimdoc dashboard, navigate to the 'Integrations' section and select Google Ads. Follow the prompts to authorize the connection.
Configure Agent Integration: Go to the Actions tab of your desired agent and select the connected Google Ads account.
Conversion Action Creation: The integration automatically creates a Conversion Action in your Google Ads account.
Publish Your Agent: Ensure your agent is published for the conversion tracking to take effect.

Workflow Automation

Connect Aimdoc with thousands of other applications to create custom workflows and automate your business processes without writing code.

Zapier

Features:

No-Code Automation: Create workflows that trigger actions in other apps when specific events happen in Aimdoc.
Real-Time Data Transfer: Automatically send lead information and conversation data to your other business tools.
Custom Workflow Creation: Build unique automation sequences tailored to your specific business processes.

This integration is currently in beta. Reach out to us to participate.

Setup Instructions:

Configure Webhooks in Aimdoc: In your Aimdoc dashboard, navigate to 'Integrations' and select Zapier.
Select Trigger Events: Choose which events you want to trigger Zaps (New Session, New Lead, etc.).
Build Your Zap: In Zapier, select your desired trigger and set up the corresponding actions in other apps.

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.