Chatbots can handle administrative tasks such as qualifying leads, scheduling meetings, and creating tickets, allowing you to focus on complex issues. With HubSpot CRM free, you can create a chatbot without coding, using a free tool that integrates seamlessly into your website.
1. Install Tracking Code (00:31)
Ensure your HubSpot tracking code is installed on your website's backend. If your site is hosted on a third-party platform, such as WordPress, you'll need to install the tracking code. Access it via HubSpot’s settings, and if needed, send it to your web developer for installation.
2. Creating the Chatbot (01:32)
Navigate to Conversations and select Chatflows in HubSpot. Click "Create Chatflow" and choose "Website." Start with a template, such as a concierge bot for directing website visitors or a lead-qualifying bot for aiding sales teams. Templates are customizable for your specific needs.
3. Qualify Leads Bot (03:22)
Select a template that aligns with your goals, such as qualifying leads before they reach sales reps. Choose an appropriate inbox within HubSpot to store conversations, helping streamline the follow-up process.
4. Building the Chatflow (03:40)
Construct your chatbot's conversation flow by creating a welcoming message and defining the bot's actions. Use clear action names to guide your development, ensuring your bot effectively gathers necessary information from users.
5. Chatbot Quick Replies (04:20)
Implement quick replies to simplify user interaction. Quick replies allow users to select options instead of typing, reducing errors and standardising responses for more accurate CRM data management.
6. Preview Chatbot (08:05)
Before launching, preview your chatbot to ensure it works as intended. Test its responses and the overall user experience to make any necessary adjustments for optimal performance.
7. Sales Conversations (08:24)
Once operational, the chatbot aids sales conversations by automatically capturing lead information. This efficiency enables sales reps to focus on valuable interactions, saving time and effort in lead qualification.
Checklist for Creating a Chatbot with HubSpot:
[ ] Install the HubSpot tracking code on your website.
[ ] Choose and customise a chatbot template.
[ ] Define chatflow actions and implement quick replies.
[ ] Configure the chatbot for visibility and availability.
[ ] Test and preview before going live.
[ ] Monitor conversations and adjust the bot as needed.
Conclusion
In conclusion, building chatbots with HubSpot's free tool is an effective way to enhance customer engagement by automating routine tasks and streamlining lead qualification. By following the steps outlined, you can create a customized chatbot that meets your business needs and improves customer interactions. Remember, a well-designed chatbot not only saves time but also ensures a seamless experience for your users.
If you need any assistance in creating or optimizing your chatbot, don't hesitate to contact our team at Crocodile Marketing. We are here to help you navigate the complexities of automation and CRM with ease. Reach out to us at Crocodile Marketing for expert guidance and support.
