Hi everyone, I’m looking for guidance on how to efficiently manage leads generated through chatbot interactions in HubSpot. Specifically, I need to create a Lead object for each contact that completes a chatbot conversation. My goal is to be able to seamlessly assign these leads to agents using the Prospecting tool within HubSpot. Could anyone share best practices or steps to set this up effectively? Any advice on automating this process or integrating it into existing workflows would also be greatly appreciated. Thanks in advance for your help!
Hi @Mat_Cal,
There are probably a few ways to accomplish this, but here’s the approach I would consider.
- Create an active list that pulls any contact that completes whatever chatflow you want to use for this
- There is a filter on the list tool for conversations -- this will include chat
- Use the list membership to use as your enrollment criteria for a workflow
- You can use this workflow to either A) create and associate a Lead object or B) change the lifecycle to whichever lifecycle is used in your setup to automatically create a lead
- Alternatively, you could use this list membership to assign a lead score and then use lead score to convert to a specific lifecycle stage in correlation with the lead object - this would be helpful if you wanted to take into consideration more criteria before creating the lead after completing the chat
Hope this is helpful!
Josh
Hey Mat_Cal! There are a couple of ways to achieve this. You can leverage workflows to automatically create Leads when someone finishes a chatbot interaction. The workflow can trigger on a specific conversation endpoint and then use the “Create Object” action to populate the Lead record with relevant data captured by the chatbot. This is a great option for automation.