Integrations
CRM & Lead Integration
Integrations
CRM & Lead Integration
Connect AI Chat Assist with your CRM system and manage leads effectively
CRM & Lead Integration
AI Chat Assist seamlessly connects with popular CRM systems to ensure all leads and customer interactions are properly captured, tracked, and managed. This guide will help you set up and optimize your CRM integration.
Supported CRM Systems
Salesforce
Enterprise-grade CRM integration
HubSpot
Marketing, sales, and service hub integration
Zoho CRM
Complete sales and marketing automation
Pipedrive
Sales pipeline management
Microsoft Dynamics
Business application platform
Freshsales
Sales CRM for growing businesses
Custom CRM
Connect via API to any system
Setup & Configuration
1
Connect Your CRM
- Go to Settings > Integrations > CRM
- Select your CRM provider
- Complete OAuth authentication
- Grant necessary permissions
- Test the connection
2
Map Fields & Configure
- Set up field mappings between systems
- Configure lead routing rules
- Choose sync preferences (one-way/two-way)
- Set up activity logging
- Test with sample data
Lead Management
Capture
- Conversational forms
- Proactive prompts
- Document upload
Qualify
- BANT criteria
- Custom scoring
- Engagement tracking
Nurture
- Automated follow-ups
- Personalized content
- Re-engagement
Importing Leads
-
Prepare Data
- Organize leads in CSV format
- Include required fields (name, email, phone)
- Clean and deduplicate data
-
Upload & Map
- Go to Leads > Import
- Upload CSV file
- Map columns to CRM fields
- Set duplicate handling
-
Configure
- Set lead source and tags
- Configure assignment rules
- Set up follow-up actions
-
Complete
- Review and start import
- Monitor progress
- Verify results
CRM Guides
Salesforce
HubSpot
Zoho CRM
Requirements: Professional+ with API access
Key Features:
- Lead/Contact sync
- Task management
- Custom objects
- View Guide