Which CRMs are connected directly?
HubSpot and Pipedrive have a native connection; everything else goes through Zapier with the same lead and conversation data.
All capabilities
CRM sync
Every lead and conversation goes straight into your CRM.
Connect via Zapier in minutes or use the native HubSpot and Pipedrive integrations. Leads, contacts and notes sync in real time.
New lead captured
HubSpotContact created
PipedriveDeal opened
NotionRow appended
Built-in HubSpot, Pipedrive and Notion connectors push every lead the moment it’s captured, no Zapier required, or send it onward to 5,000-plus apps with an outbound webhook.
New leads and conversations flow into your CRM automatically. Use the built-in HubSpot, Pipedrive and Notion connectors, or send anything onward with webhooks, which tools like Zapier can pick up.
- Built-in HubSpot: creates contacts with name, email, phone, company
- Built-in Pipedrive: creates a person with email and phone
- Built-in Notion: appends leads to a database
- Outbound webhooks for Zapier and custom tools
- Captured lead fields pushed on submit
- API keys stored encrypted and tested on setup
Questions about this
What is sent to the CRM?
The lead with the details asked in the chat, the transcript and the source page, so a salesperson sees where the question came from.
How fast does it arrive?
The moment the lead is complete, so a hot conversation is in the CRM while the visitor is still on the site.
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Other things the agent can do
Trained on your contentLive order status & stockBook a meeting in chatCart to checkoutCites its sourcesA multi-step agent, not just chatRemembers returning visitorsAnswers in SlackLive handoff to your teamCustomer satisfaction (CSAT)Knowledge auto-crawlerWidget customizer + per-page overridesFunnel and ROI analyticsCustomer REST APIVisual flow builderIf/then automation rulesMulti-language auto-detectSentiment analysisProduct cards with Add to cartLead captureProactive triggersA/B testingVisitor intelligence + lead scoringFacebook MessengerWhatsApp BusinessWordPress + ShopifyMagento