Convert Visitors to HubSpot Contacts with Custom Properties

The agent will run Sales playbooks to capture the contact info of website visitors then send that info to your HubSpot Contacts CRM. Workflows can then be run on these newly captured contacts.

Livechat Handoff in HubSpot Inbox

Set custom triggers to do a livechat handoff when the AI struggling and have your team directly respond from your HubSpot inbox.

Create tickets in your HubSpot & retrieve status when requested

As users report bugs or issues to the AI Agent, it can create tickets directly in your HubSpot and let users see their status as it changes if requested.

Enable real-time calendar lead routing using HubSpot contact ownership

If you have a sizeable sales team, our agent can instantly check whether a website visitor already has an assigned account owner in HubSpot, and show that rep’s booking link. If not, you can embed a HubSpot form inside the agent to route new leads by geography or any custom rule.

Show pipeline impact attribution

For leads captured inside the AI agent - whether through an embedded HubSpot meeting scheduler or directly in the conversation - see exactly how much pipeline and revenue they ultimately generated as they moved through your deals pipeline.

Use Breeze AI to analyze trends in Expertise AI Conversations

You can choose to have the platform create a ticket for every conversation happening in Expertise AI- even when no contact information is provided - so you can analyze trends and patterns later using Breeze AI in HubSpot. For example, you could surface insights like: What patterns appear in conversations where people ask about Drift?”