Lead Generation Chatbot for Hubspot

Capturing a qualified lead, is one of the most important and challenging parts of running a business. By combining the power of AI chatbots with HubSpot’s robust CRM capabilities, businesses can create a seamless lead generation system that works around the clock. This blog will guide you through creating a lead generation chatbot using FlowHunt and integrating it with HubSpot to automatically capture, enrich, and manage your leads.

Before we start, here are the prerequisites:

• You need to have a paid account in Hubspot, subscribed to either Service Hub or Sales Hub plan of Hubspot
• You also need to have a valid subscription in FlowHunt

Why Integrate a Chatbot with HubSpot?

Before diving into the how-to, let’s understand the benefits of this integration:

1. 24/7 Lead Capture: Your chatbot engages visitors anytime, collecting valuable lead information even when your team is offline.
2. Automated Data Entry: No more manual data entry—leads flow directly into your HubSpot CRM.
3. Intelligent Lead Qualification: AI can pre-qualify leads based on your criteria before they reach your sales team.
4. Personalized Experiences: Create tailored conversations based on visitor behavior and existing HubSpot data.
5. Seamless Handoff to Humans: When complex situations arise, the chatbot can intelligently escalate to your support team with full context.

Step-by-Step Guide: Creating a Lead Generation Chatbot for HubSpot

Step 1: Integrate your Hubspot to FlowHunt

Let’s first integrate your Hubspot account to FlowHunt by navigating to Integrations and following the Setup process:

After Integration, You’ll see the success page. Let’s head to Flow Library and choose Hubstpot Lead Gen Chatbot

This is how the flow looks like:

Step 2: Create a bot user in Hubspot and link it to FlowHunt

‌Before, we continue, this is the recommended way of Integrating FlowHunt to your Hubspot. We need to create a new user that represents FlowHunt. Be ready to create a new email under your organization’s domain specifically for FlowHunt and add it as a user in your hubspot.

In Hubspot head to Settings from the settings Icon at the top right corner and navigate to Users & Teams:

Then Create a new user with sales permission template. Here I created a user with access to Contacts, sales, Marketing, Reporting etc. as suggested by sales template:

accept the invite with the email designated for flowhunt that you just added. Now, add an automation to assign all channels automatically to our new user.

After you are done, head back to the flow and make sure the Hubspot trigger is only triggered for messages that our new user is the owner.

Step 4: Let your sales team know when Chatbot encounters ICP (Optional)

In the AI Agent, I prompted it to send a message to our sales team in slack, if the AI Agent thinks it encountered an Ideal Customer Profile (ICP)

Take Over a critical conversation when needed

When your sales team decides to take over a conversation, its enough to just change the owner of conversation back to someone from your sales team

Yasha Boroumand

Yasha Boroumand is a talented software developer specializing in Python, Java, and machine learning. In addition to his development work, Yasha writes technical articles on AI, prompt engineering, and chatbot development.