Setting Up AI Lead Qualification in HubSpot
1. Creating a Playbook for Lead Qualification
- Start by creating a playbook for lead qualification.
- Importance of conversation starters: This phrase will initiate the conversation. (The AI is smart enough to realize similar phrases)
2. Collecting Visitor Information
- Decided what information you want to collect
- Ensure HubSpot integration is to see field-mapping options show up.
3. Connect the relevant HubSpot field-mapping
- Decide which columns in HubSpot you want to send the captured info.
4. Validate and enjoy!
- The leads will be sent to the contacts CRM in HubSpot.
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Explanation of lead status:
- ‘Re-engaged’: Lead already existed in CRM.
- ‘Fresh’: New lead created for the first time.
- ‘Empty’: Lead not from the Expertise AI agent.
- Getting Started with Playbooks