Chat Leads Never Make It Into Our CRM
Authava sends every lead your bot collects into your CRM with the conversation attached, so your team follows up without copying anything by hand. The lead, and what the visitor actually asked, are where your sales team already works.
Why Do Chat Leads Get Lost?
When chat lives in one tool and the CRM in another, someone has to copy names and notes across. That someone is busy, so leads sit in an inbox, get entered without context, or never get entered at all.
What Do Businesses Usually Try?
- Copying leads in by hand. It works, but it's slow, and it's the first task skipped on a busy day.
- Emailing leads to a sales inbox. It's fast, but leads can sit in the inbox instead of the CRM.
- Exporting a spreadsheet now and then. Nothing is lost, but leads go stale between exports.
Each depends on someone remembering to move the lead.
How Does Authava Solve It?
- HubSpot is built in. New contacts arrive with the conversation transcript attached. See Authava and HubSpot.
- Other CRMs connect through their APIs, for example Salesforce and Zoho.
- Timing that fits your team: right away during the conversation, in a regular batch, or once a conversation appears finished.
- Workflow tools like n8n, Zapier, and Make can route the lead anywhere else it needs to go.
Our team sets up the connection with you.
What This Looks Like in Practice
A visitor shares their name and email at 9 p.m. By morning, the contact is in HubSpot with the conversation attached, and your rep can see they asked about pricing for two locations.
Frequently Asked Questions
Which CRMs does Authava work with?
HubSpot is built in, and other CRMs connect through their APIs, for example Salesforce and Zoho.
Does the conversation go into the CRM too?
Yes. The lead arrives with the conversation attached, so your team sees what the visitor asked.
How fast do leads reach the CRM?
It depends on the setup: right away, in a regular batch, or once a conversation appears finished.
How is this different from emailing leads to sales?
The lead goes straight into your CRM with the conversation, so it doesn't wait in an inbox.