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ZyndraAI
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CRM and sales

Connect ZyndraAI to HubSpot

The connection creates and updates contacts in HubSpot directly from your AI conversations.

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What you can do with HubSpot

A lead that stays in the chat is a lead that's lost. With the HubSpot integration, the contact is created automatically once the AI agent has collected what you need.

  • Create a lead in HubSpot once the agent has collected name, email and needs.
  • Map variables from the conversation to your existing contact fields.
  • Qualify the visitor with your own questions before the lead is created.
  • Log a summary of the chat on the contact so the salesperson sees the context.
  • Avoid duplicates by matching on email address.

How to connect them

1

Connect your HubSpot account

Activate the HubSpot integration in ZyndraAI and approve access with an account that can create contacts.

2

Map the fields

Connect the variables you collect in the chat – name, email, phone, interest – to the right fields in HubSpot.

3

Trigger from the right step in the flow

Add the HubSpot step where the lead is fully qualified, test the flow and publish.

Frequently asked questions about the HubSpot integration

Are duplicates created if the same person chats again?
No, the contact is matched on email address and updated rather than created anew.
Can we write to custom fields in HubSpot?
Yes. Any field you can write to via HubSpot's API can be mapped to variables from the conversation.
Which HubSpot plan is required?
The connection uses HubSpot's API and works with the plans that offer API access. Check your current plan with HubSpot.

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