HubSpot Integration
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
- 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.
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.
Can I customize which fields are synced?
Yes, during the integration setup, you can map Aimdoc fields to your specific HubSpot properties to ensure data is organized according to your preferences.
Is historical data imported?
Yes, once the integration is set up, you can choose to import historical lead data from Aimdoc into HubSpot.
Need Help?
If you encounter any issues with your HubSpot integration, please contact our support team at support@aimdoc.ai.