AI Agents linked to HubSpot
Connect Conversed.ai to HubSpot and let your AI Agents create leads, retrieve contact profiles, and use them as context. Deployable for chat, email, voice, and ticket agents.
BOOK A DEMO NOWCore benefits
- Retrieve knowledge base articles for the Agents
- Retrieve contact and company profiles
- Create and close leads from conversations
- Full insight and control over AI responses
- Extensive optimization options in the platform
Control & Safety
- Secure, controlled data exchange
- Only the fields that are needed
- ISO 9001 and ISO 27001 certified
- All LLMs run within the EU
Why you HubSpot coupled with Conversed.ai
HubSpot is a widely used CRM for marketing, sales, and customer service. Conversed.ai connects to it so that AI Agents work with real customer context and leads are routed to the right place immediately.
If a conversation presents an opportunity, the agent immediately logs the lead in HubSpot. This way, no valuable information is lost, and your team can follow up right away. Manual data entry is a thing of the past.
The agent retrieves contact and company profiles from HubSpot to know who they are speaking with. This ensures the response aligns with the specific situation and history of that relationship. The conversation feels personal and targeted.
In addition to customer data, the agent also retrieves knowledge articles from HubSpot to feed and train your AI Agents. Through Retrieval-Augmented Generation, the agents base their answers on your own approved content. This ensures that the answers remain accurate and up-to-date, without any made-up information.
The HubSpot integration works for your chat, email, voice, and ticket agents. Wherever customer context makes the answer better, the agent can access it. This way, you leverage your CRM across all your channels.
The coupling is set up according to least privilege, so the agent only sees the necessary fields. This way, you maintain control over which data is exposed and sensitive information remains protected. Security and usability go hand in hand.