Overview

Aimdoc's HubSpot integration allows you to automatically capture leads and track engagement directly in your HubSpot CRM, streamlining your lead management process and ensuring no potential customer falls through the cracks.

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

Step 1: Connect HubSpot Account

In the Aimdoc dashboard, navigate to the Integrations section and select HubSpot. Follow the prompts to authorize the connection with your HubSpot account.

Step 2: Configure Field Mapping

After connecting your HubSpot account, you need to configure how Aimdoc data maps to your HubSpot properties:

This allows you to map fields and questions from your Qualification form directly to HubSpot contact properties.

Common Questions

How are leads transferred to HubSpot?

When a visitor interacts with your Aimdoc AI agent and provides their contact information, Aimdoc automatically creates a new contact in HubSpot with all collected information based on your field mapping configuration.

Can I customize which fields are synced?

Yes, in the Actions tab of your agent, you can map Aimdoc fields and qualification questions to your specific HubSpot properties to ensure data is organized according to your preferences.

Need Help?

If you encounter any issues with your HubSpot integration, please contact our support team at support@aimdoc.ai.