Create contacts from conversations
When a visitor shares their details, the agent saves them to HubSpot instead of leaving them in a chat log.
All integrations
HubSpot integration
HubSpot + Steps AI
HubSpot integrationSend every new lead from the chat to HubSpot.
Your agent answers questions, asks for the details your team needs and saves the lead to HubSpot. Sales picks it up in the CRM they already use.
Website
WhatsApp
Instagram
WhatsAppInstagramHubSpot + Steps AIIllustrative conversation
We have 12 stores. Can your plan cover all of them?
Yes. Could I take your name and work email so our team can share the right plan?
Leads saved where your team works. The fields you choose. Your sales process stays the same.
CRM and support
What you can do with HubSpot connected.
If you already have a CRM, keep it. If you do not, the Steps AI CRM is built in.
Ask for the details your team needs
Collect name, email, company and job title, plus custom fields you define, before the lead is saved.
Capture leads on every channel
Leads from WhatsApp, Instagram, Messenger and your website all end up in the same place.
Follow up on shoppers who did not buy
A customer who is not ready yet is saved, so your team can follow up later.
In practice
From a first question to a lead in HubSpot.
A sales enquiry on your website.
Website conversationIllustration · 1 / 3
Do you work with multi-store brands?
Yes. One workspace can run separate agents for each store.
Question answered
How to connect
Connect HubSpot in a few minutes.
No code. You sign in to the app once and you choose which agents use it.
- 1
Connect HubSpot
Open Resources, then Apps, and choose HubSpot. Sign in, or enter your account details, to connect it to your workspace.
- 2
Add it to your agent
Connecting adds HubSpot to your workspace. Then add it to each agent that should use it. An agent only uses the app once both steps are done.
- 3
Add the customer creation skill
Switch on the skill that creates a customer record, choose HubSpot and pick the fields to collect.
FAQ
Questions about the HubSpot integration.
Do I need HubSpot to capture leads?
No. Steps AI has a built-in CRM for customers, tickets and live requests. Connect HubSpot if your team already works there.
Which details are saved?
The ones you choose: name, email, company, job title and any custom fields you add.
Does it work on WhatsApp and Instagram too?
Yes. Leads from every connected channel can be saved to HubSpot.
Integrations that work well with HubSpot.
See Steps AI work with HubSpot.
Book a demo and we will walk through a real conversation using HubSpot and your own information.