Example Workflow Triggers and Actions

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New Call Received

Triggered when a new call is received by Smith.ai, initiating actions in HubSpot such as creating or updating contact records, logging call details, or assigning follow-up tasks to sales representatives for lead qualification and engagement.

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Lead Captured

Activated upon the capture of a lead from a phone call by Smith.ai, triggering actions in HubSpot such as adding leads to specific lists, assigning lead scores, or triggering automated workflows to initiate follow-up actions or nurture sequences based on lead characteristics and interests.

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Appointment Scheduled

Fires when an appointment is scheduled or confirmed by Smith.ai on behalf of a lead, prompting actions in HubSpot such as updating deal stages, scheduling follow-up tasks, or sending confirmation emails with meeting details and agendas to ensure attendance and preparedness.

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Lead Qualified

Triggered when a lead is qualified based on predefined criteria by Smith.ai, initiating actions in HubSpot such as updating lead statuses, assigning sales owners, or triggering sales notifications to alert relevant team members of qualified opportunities for immediate follow-up and conversion.

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Appointment Cancelled

Activated upon the cancellation or rescheduling of an appointment by a lead, triggering actions in HubSpot such as updating appointment statuses, notifying sales representatives of changes, or initiating follow-up communications to reschedule or address any concerns or objections raised by the lead.

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New Contact Created

Fires when a new contact is created in HubSpot CRM, prompting actions in Smith.ai such as updating contact information, syncing call preferences, or tagging contacts for personalized call handling and engagement based on their CRM profiles and interactions.

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Contact Updated

Triggered when contact information is updated or modified in HubSpot CRM, initiating actions in Smith.ai such as refreshing contact data, adjusting call handling instructions, or triggering call notifications to ensure accurate and up-to-date customer information is used for call interactions and follow-up.

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Lead Follow-Up Task Assigned

Activated upon the assignment of follow-up tasks to sales representatives in HubSpot CRM, triggering actions in Smith.ai such as updating lead statuses, logging task activities, or sending task reminders to ensure timely and effective follow-up on qualified leads and opportunities.

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Lead Nurturing Campaign Triggered

Fires when lead nurturing campaigns are triggered in HubSpot CRM, prompting actions in Smith.ai such as adjusting call handling scripts, updating lead statuses, or segmenting leads for targeted follow-up based on their campaign interactions and engagement levels.

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Customer Reviews

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    Carrie Dudley
    Director of Client Services
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    Ben Oaksmith
    Principal & Founder
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    Ryan Ondriezek
    Associate Creative Director
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    Lauren Meeks
    Accounting Manager
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    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Smith.ai + HubSpot

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Efficient Call Answering and Lead Capture

Integrate Smith.ai with HubSpot to efficiently handle call answering and capture leads. With seamless integration, incoming calls are answered professionally, leads are qualified in real-time, and relevant information is automatically synced to HubSpot for immediate follow-up and nurturing.

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24/7 Live Chat Support and Lead Generation

Provide 24/7 live chat support and lead generation using Smith.ai's AI-powered chatbots. By integrating with HubSpot, chat interactions are seamlessly logged, leads are qualified based on predefined criteria, and valuable insights are captured to enrich prospect profiles and drive personalized engagement.

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Automated Appointment Scheduling and Reminders

Automate appointment scheduling and reminders with Smith.ai's intelligent scheduling tools. By syncing with HubSpot, appointment details, scheduling preferences, and follow-up actions are seamlessly coordinated, ensuring a frictionless booking experience for prospects and customers while optimizing sales and service workflows.

Hubspot integration FAQs

How does the HubSpot Smith.ai Integration handle call answering and lead capture?

The integration handles call answering and lead capture efficiently by routing incoming calls to Smith.ai's virtual receptionists, who qualify leads in real-time based on predefined criteria and sync relevant information to HubSpot for immediate follow-up and nurturing by sales representatives.

Can businesses provide 24/7 live chat support and lead generation using Smith.ai's chatbots?

Yes, businesses can provide 24/7 live chat support and lead generation using Smith.ai's AI-powered chatbots, which seamlessly integrate with HubSpot to log chat interactions, qualify leads, and capture valuable insights for personalized engagement and follow-up.

How does the integration automate appointment scheduling and reminders?

The integration automates appointment scheduling and reminders with Smith.ai's intelligent scheduling tools, which sync with HubSpot to coordinate appointment details, preferences, and follow-up actions, ensuring a frictionless booking experience for prospects and customers while optimizing sales and service workflows.

What call and chat-related events can trigger actions within HubSpot through the integration?

Call and chat-related events such as new call receipt, call answering, lead qualification, chat initiation, chat conclusion, chat transcript logging, appointment scheduling, appointment rescheduling, appointment reminder sending, and appointment completion can trigger actions within HubSpot through the integration for seamless lead management and customer engagement.

How can businesses leverage the integration to improve sales and service efficiency and effectiveness?

Businesses can leverage the integration to improve sales and service efficiency and effectiveness by automating call answering, lead qualification, chat support, appointment scheduling, and reminder notifications, allowing sales representatives and service teams to focus on high-value interactions and tasks while ensuring a personalized and responsive customer experience.

Is the integration customizable to support different call and chat workflows and business requirements?

Yes, the integration is customizable to support different call and chat workflows and business requirements, offering flexibility in call routing rules, chatbot scripting, appointment scheduling options, and reminder configurations to accommodate unique business processes, preferences, and customer interactions effectively.

How does the integration help businesses capture and leverage customer insights for personalized engagement?

The integration helps businesses capture and leverage customer insights for personalized engagement by syncing call and chat interactions, lead qualification data, and appointment details to HubSpot, allowing for comprehensive visibility into customer interactions, preferences, and behaviors for targeted marketing campaigns, sales follow-up, and service delivery.

Can businesses track the effectiveness of call answering, lead qualification, and appointment scheduling activities through the integration?

Yes, businesses can track the effectiveness of call answering, lead qualification, and appointment scheduling activities through the integration using HubSpot's reporting and analytics capabilities, which provide real-time insights into call volumes, lead conversion rates, appointment booking rates, and customer satisfaction metrics to optimize performance and drive continuous improvement.

Is the integration customizable to support different call handling workflows and business requirements?

Yes, the integration is customizable to support different call handling workflows and business requirements, offering flexibility in call routing, lead qualification criteria, appointment booking rules, and follow-up actions to accommodate unique business needs and optimize sales efficiency and effectiveness.

How does the integration facilitate collaboration and communication between sales teams and receptionists?

The integration facilitates collaboration and communication between sales teams and receptionists by centralizing call handling and lead management within HubSpot CRM, enabling seamless coordination, information sharing, and task assignment to ensure prompt follow-up and effective lead nurturing throughout the sales cycle.
The integration handles call answering and lead capture efficiently by routing incoming calls to Smith.ai's virtual receptionists, who qualify leads in real-time based on predefined criteria and sync relevant information to HubSpot for immediate follow-up and nurturing by sales representatives.
Yes, businesses can provide 24/7 live chat support and lead generation using Smith.ai's AI-powered chatbots, which seamlessly integrate with HubSpot to log chat interactions, qualify leads, and capture valuable insights for personalized engagement and follow-up.
The integration automates appointment scheduling and reminders with Smith.ai's intelligent scheduling tools, which sync with HubSpot to coordinate appointment details, preferences, and follow-up actions, ensuring a frictionless booking experience for prospects and customers while optimizing sales and service workflows.
Call and chat-related events such as new call receipt, call answering, lead qualification, chat initiation, chat conclusion, chat transcript logging, appointment scheduling, appointment rescheduling, appointment reminder sending, and appointment completion can trigger actions within HubSpot through the integration for seamless lead management and customer engagement.
Businesses can leverage the integration to improve sales and service efficiency and effectiveness by automating call answering, lead qualification, chat support, appointment scheduling, and reminder notifications, allowing sales representatives and service teams to focus on high-value interactions and tasks while ensuring a personalized and responsive customer experience.
Yes, the integration is customizable to support different call and chat workflows and business requirements, offering flexibility in call routing rules, chatbot scripting, appointment scheduling options, and reminder configurations to accommodate unique business processes, preferences, and customer interactions effectively.
The integration helps businesses capture and leverage customer insights for personalized engagement by syncing call and chat interactions, lead qualification data, and appointment details to HubSpot, allowing for comprehensive visibility into customer interactions, preferences, and behaviors for targeted marketing campaigns, sales follow-up, and service delivery.
Yes, businesses can track the effectiveness of call answering, lead qualification, and appointment scheduling activities through the integration using HubSpot's reporting and analytics capabilities, which provide real-time insights into call volumes, lead conversion rates, appointment booking rates, and customer satisfaction metrics to optimize performance and drive continuous improvement.
Yes, the integration is customizable to support different call handling workflows and business requirements, offering flexibility in call routing, lead qualification criteria, appointment booking rules, and follow-up actions to accommodate unique business needs and optimize sales efficiency and effectiveness.
The integration facilitates collaboration and communication between sales teams and receptionists by centralizing call handling and lead management within HubSpot CRM, enabling seamless coordination, information sharing, and task assignment to ensure prompt follow-up and effective lead nurturing throughout the sales cycle.

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