Convert website visitors into qualified leads by engaging them with AI chat, automatically creating CRM records, and triggering personalized email sequences.
Workflow Steps
Intercom
Capture visitor interactions via AI chat
Install Intercom's Claude-powered chatbot on your website. Configure it to qualify visitors by asking about their company size, budget, timeline, and specific needs. Set up conversation routing to capture qualified leads.
Zapier
Trigger on qualified conversation
Create a Zapier automation that triggers when Intercom tags a conversation as 'qualified lead'. Extract the visitor's email, company info, and qualification details from the chat transcript.
HubSpot
Create contact and deal record
Use Zapier to automatically create a new contact in HubSpot with the visitor's information. Create an associated deal record with the qualification details and set the appropriate pipeline stage based on their responses.
HubSpot
Enroll in targeted email sequence
Automatically enroll the new contact in a personalized email sequence based on their company size and needs identified during the chat. Use HubSpot's workflows to send relevant case studies and product information.
Workflow Flow
Step 1
Intercom
Capture visitor interactions via AI chat
Step 2
Zapier
Trigger on qualified conversation
Step 3
HubSpot
Create contact and deal record
Step 4
HubSpot
Enroll in targeted email sequence
Why This Works
AI chat provides 24/7 lead qualification while seamlessly connecting to your existing sales funnel, ensuring no leads fall through the cracks and each gets personalized follow-up.
Best For
Lead generation and qualification for B2B websites
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