Create New Contact in HubSpot CRM with New Customer Chats

With LiveChatAI, you can effortlessly automate your customer management with HubSpot CRM. 

You can create an AI action to add new contacts from your customer chats directly into your CRM. 

This process involves three primary steps:

1. Decide which customer interactions should trigger the AI action. This could be a new chat initiated, a customer request, or any other specific event in the customer chat.

2. From within your LiveChatAI, locate and use the template to create new contacts in HubSpot CRM. This template will allow you to collect important data like name, email, and other relevant customer data from the chat.

3. Lastly, connect your AI actions with Make.com to finalize the automated process. This will ensure that a new contact is automatically added to your HubSpot CRM every time the AI action is triggered.

That's it! Once you've set this up, LiveChatAI will automatically handle adding new contacts to your HubSpot CRM whenever the defined AI action is triggered.

How to Create an AI Chatbot for Creating New Contacts on HubSpot CRM

Before starting the process, here is the ready template for creating new contacts in HubSpot CRM with your AI chatbot on Make.com:

Here is the process to follow:

1. Log into your LiveChatAI account, and on the dashboard, choose “AI actions” to “Create an AI Action” on Make.com. 

2. Determine your specified condition to create a contact in HubSpot CRM with your AI chatbot to create an AI action. 

3. To enhance the condition, you need to add some variables by clicking “Collect data.” We add two variables here: the name and email, and then click “Create.”

4. When you create your AI action, this will appear on your “My actions” tab as well. You can edit the information whenever you want.

5. When it comes to the Make.com side, there you can use a ready template by changing the necessary account information. 

What you need to pay attention to are:

When you are using the template, there will be some parts that you need to customize with your personal information and your expectations from your AI chatbot.

We mention the details below:

• For the first module, you should enter your LiveChatAI account information with your email and AI Action ID.

• For the HubSpot CRM module, you need to connect your HubSpot CRM account with the modal that appears.

• For the last module, you should edit your message, and there will be a default message if you don’t want to change it.

You’re done! 

Integrating HubSpot CRM and LiveChatAI will create a new contact in HubSpot CRM for new customer chats.

Your AI chatbot will help you automate your contact creation process.