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.
Step-by-Step Guide
Choose your CRM integration
Go to Vatdi Settings > Integrations and select your CRM: HubSpot, Salesforce, Pipedrive, or Webhook.
Authenticate and connect
Log in to your CRM account and authorize the Vatdi connection. API keys are handled automatically.
Map fields
Map chatbot lead fields to your CRM contact or deal fields. Custom fields are fully supported.
Test and activate
Submit a test lead through the chatbot and verify it appears in your CRM. Activate the integration.
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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