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How to Integrate a Chatbot with Your CRM

Push leads and conversations to your CRM in real time

Vatdi makes it easy to integrate your AI chatbot with your CRM. Connect HubSpot, Salesforce, Pipedrive, or any CRM via webhooks, and every captured lead, conversation transcript, and qualification score flows into your sales pipeline automatically. No manual data entry, no missed leads.

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Step-by-Step Guide

  • 4 steps
  • No developer needed
  • Works on the free plan
  1. Step 1

    Choose your CRM integration

    Go to Vatdi Settings > Integrations and select your CRM: HubSpot, Salesforce, Pipedrive, or Webhook.

  2. Step 2

    Authenticate and connect

    Log in to your CRM account and authorize the Vatdi connection. API keys are handled automatically.

  3. Step 3

    Map fields

    Map chatbot lead fields to your CRM contact or deal fields. Custom fields are fully supported.

  4. Step 4

    Test and activate

    Submit a test lead through the chatbot and verify it appears in your CRM. Activate the integration.

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Supported CRM Integrations

Vatdi offers native integrations with HubSpot, Salesforce, and Pipedrive. For other CRMs, use webhooks or the Vatdi API to push data in real time. Every integration includes lead data, full conversation transcripts, and custom field mapping.

What Data Gets Synced

Every lead captured by the chatbot is pushed to your CRM with: contact name, email, phone, company, qualification score, conversation transcript, pages visited, and any custom fields you configure. Your sales team gets the complete picture.

Automate Your Sales Pipeline

Set up automation rules in your CRM to act on chatbot leads: assign to a rep, trigger a follow-up email, create a task, or move the deal to a specific pipeline stage. Vatdi starts the process; your CRM completes it.

Key Benefits

Push chatbot leads to your CRM in real time

Enrich CRM contacts with conversation transcripts

Trigger sales automation workflows from chatbot interactions

Eliminate manual data entry for lead information

Frequently Asked Questions

Vatdi has native integrations with HubSpot, Salesforce, and Pipedrive. Any other CRM can be connected via webhooks or the REST API.

Yes. Leads and conversation data are pushed to your CRM within seconds of capture.

Yes. Vatdi supports custom field mapping so you can push any data collected by the chatbot to the corresponding CRM fields.

Vatdi checks for existing contacts by email before creating new records. Duplicates are merged automatically when possible.

Webhook integration is available on all plans. Native CRM integrations with HubSpot, Salesforce, and Pipedrive are available on paid plans.

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Deploy an AI chatbot trained on your own data in under 5 minutes. No credit card required.

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