All Work CONVERSATIONAL AI

AI Lead Qualification
& CRM Pipeline

Multi-channel AI qualification bot deployed across web and social channels. Trained on industry-specific data and integrated directly with HubSpot for instant deal creation and rep assignment.

AI Lead Qualification & CRM Pipeline
THE OUTCOME
  • Instant deal creation in HubSpot
  • Automatic rep assignment by territory
  • Deployed across web chat and social DMs
  • Industry-specific training data applied
  • Zero manual data entry in CRM
STACK USED

OpenAI · HubSpot API · Make · ManyChat · Custom webhook layer

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THE CHALLENGE

Sales reps buried in unqualified leads

The client's sales team spent the majority of their day chasing leads that weren't ready to buy, while genuinely hot prospects sat waiting in a queue. They needed a front-line qualification layer that could work every channel simultaneously.

The bot needed to feel natural across different channels — web, Instagram DMs, Facebook — while feeding structured, clean data directly into their CRM without human touch.

THE SYSTEM

What we built

AI chatbot trained on client's products and qualification criteria
Deployed on website, Instagram, and Facebook simultaneously
Dynamic conversation flow that adapts to lead intent
HubSpot integration — deal created at conversation end
Rep assignment logic based on lead type and territory
Conversation history logged and searchable in CRM

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