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📩 Lead Collection

You can enable Lead Collection directly from the agent’s Settings panel to capture user information during chat interactions.
Lead collection settings toggle

Settings: Enable Lead Collection

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How It Works

Once Enable Lead Collection is turned on, a short contact form automatically appears inside the chatbot widget.
Before users continue chatting, they are prompted to fill in their details — typically Name, Email Address, and Phone Number.
Lead collection form inside chatbot

Chat Widget: Lead Form

This helps convert every meaningful chat session into a qualified lead, which can then be viewed and managed inside your AptlyStar dashboard or synced directly to your CRM.

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🧩 HubSpot Integration

You can connect your AptlyStar agent to HubSpot CRM for automated lead capture and management.
  1. Navigate to your agent’s Settings → Collect Leads tab.
  2. Toggle Enable Lead Collection to activate the form.
  3. Under CRM Integration, click Connect beside HubSpot.
  4. Authenticate your HubSpot account and click Save.
Connecting HubSpot integration

Settings: Connect to HubSpot CRM

Once connected:
  • All collected leads from chatbot interactions are automatically synced to HubSpot.
  • Each lead record includes the user’s name, email, phone number, and associated agent conversation context.
  • Leads appear under your HubSpot Contacts view, where they can be tagged, segmented, or assigned to sales pipelines.
Leads displayed in HubSpot contacts list

HubSpot: Synced Leads from AptlyStar

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Benefits

  • Capture leads directly from AI chat interactions.
  • Automatically sync data to HubSpot for seamless CRM management.
  • Reduce manual entry and improve sales follow-ups.
  • Ensure every interaction is logged for tracking and analysis.
Integrating HubSpot with AptlyStar streamlines the full lead funnel — from first chat to CRM conversion — allowing your sales or support teams to take immediate action.