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HUBSPOT CHATBOT HOW TO

Step 7: Match the sample information from Checkpoint corresponding to your choice. Step 5: Select HubSpot CRM Action Create Deal and click Continue. For example, select Checkpoint Coffee (You need at least one checkpoint in BotStar App to select from Zapier).Ĭhoose a sample to finish Trigger settings. Then select the Checkpoint you want this trigger to work.

Test: Data generated via local testing (Preview)) on BotStar.

Live: Data generated by real users from live platforms.

There are two types of Environment you can choose: You can also select from an existing account.Īfter connecting with the bot, click Continue. All your bots will show up here, choose one of your chatbots and click Connect. Step 2: Click Add a new account to create a new one (If you don't have any existing chatbot). Then choose a Zap Template Add HubSpot CRM deals from new BotStar Checkpoint record and click Use this Zap. Step 1: Go to Bot Builder > Integrations in your Bot and enable Zapier. Here is list of deals in HubSpot CRM when using Save Checkpoint to create deals. This is a conversation between the bot and user: Now you can chat with the bot and let the conversation run through the flow using Checkpoint to test the integration. #Expected resultĪfter completing the connection between your chatbot and HubSpot CRM. Zap Templates are the fastest way for you to automate workflows.

This tutorial will guide you to use prebuilt Zap Template: Add HubSpot CRM deals from the new BotStar Checkpoint record. Note: Learn more about Checkpoint before continuing on this tutorial. Here is the flow that we are gonna use to collect our checkpoint data: The idea is to collect data about a deal submitted by your users to Checkpoint records, before transferring automatically to HubSpot CRM. We will use prebuilt Zap Template: Add HubSpot CRM deals from the new BotStar Checkpoint record.

HUBSPOT CHATBOT HOW TO

In this tutorial, we will guide you step-by-step on how to transfer Checkpoint data from your BotStar chatbot to HubSpot CRM. Note: This tutorial assumes that you already have BotStar account, Zapier account, Integromat account, and HubSpot CRM account. In just a few minutes and without coding, Zapier and Integromat support you to integrate BotStar and HubSpot CRM easily. Every time a trigger runs or an action performs a task, it is considered one operation.īotStar application currently supports these following Triggers: New Checkpoint Record, New Subscriber, Updated User Attribute, New Request for Human Takeover, New Tag on User.įor more information, please see Zapier and Integromat before continuing this tutorial. Integromat works by linking together your BotStar App and HubSpot CRM by their corresponding modules to create a scenario that will transfer and transform your data automatically for you.

Action is the event that completes a Zap. The trigger is the event in an app that starts the Zap. Zapier can create automation between apps by using Triggers and Actions. As shown in the diagram above, when a BotStar bot receives user input: The diagram shows how integration apps work when integrating BotStar and CRM systems (Customer Relationship Management). Here's a diagram of BotStar and HubSpot CRM integrations: This tutorial will help you connect BotStar and HubSpot CRM: Using HubSpot CRM to keep track, save contacts, nurture potential customers, and convert more leads into sales, HubSpot CRM will help improve service quality and increase customer loyalty.