CRM & Sales

Connect your Botpress bot to CRM platforms and sales tools

Integrate your chatbot with CRM and sales platforms to manage customer relationships, track leads, sync contacts, and automate sales workflows.

Available CRM Integrations

HubSpot

Complete CRM platform for managing contacts, deals, tickets, and more

Attio

Modern, flexible CRM for growing teams

BigCommerce

Sync products and manage e-commerce data

Stripe

Payment processing and subscription management

HubSpot

Installation:

bp add hubspot

Description: Manage contacts, tickets and more from your chatbot.

Key Features:

• Contact Management: Create, update, and search contacts
• Deal Tracking: Manage sales pipeline and deals
• Ticket System: Create and manage support tickets
• Company Records: Organize company information
• Custom Properties: Work with custom HubSpot fields
• Email Integration: Send emails through HubSpot
• Activity Logging: Track customer interactions

Actions:

• Create and update contacts
• Create and manage deals
• Create and update tickets
• Search CRM records
• Send emails
• Log activities

Use Cases:

• Lead capture from chat conversations
• Automated ticket creation for support
• Customer data enrichment
• Sales pipeline automation
• Contact form alternative
• Customer service automation

Configuration: Requires HubSpot API credentials and proper scopes.

Source: GitHub

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Attio

Installation:

bp add attio

Description: Interact with Attio from your chatbot.

Key Features:

• Flexible Data Model: Customizable objects and attributes
• Contact Management: Store and manage contact information
• Relationship Tracking: Map connections between records
• Modern Interface: Built for modern sales workflows
• Custom Objects: Create custom data structures

Actions:

• Create and update records
• Query Attio data
• Manage relationships
• Custom object operations

Events:

• Record created
• Record updated
• Relationship changes

Configuration: Requires Attio Access Token.

Use Cases:

• Modern CRM workflows
• Relationship intelligence
• Custom sales processes
• Data-driven sales automation

Source: GitHub

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BigCommerce

Installation:

bp add bigcommerce-sync

Description: Sync products from BigCommerce to Botpress.

Key Features:

• Product Sync: Synchronize product catalog
• Inventory Management: Track product availability
• E-commerce Data: Access product details, pricing, and images
• Catalog Updates: Automatic product data refresh

Use Cases:

• Product recommendations in chat
• Inventory availability checking
• Order information lookup
• Shopping assistance bots
• Product catalog browsing

Configuration: Requires BigCommerce store credentials and API access.

Source: GitHub

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Stripe

Installation:

bp add stripe

Description: Payment processing and subscription management integration.

Key Features:

• Payment Processing: Accept payments through chat
• Subscription Management: Create and manage subscriptions
• Customer Management: Store customer payment information
• Invoice Generation: Create and send invoices
• Payment Links: Generate checkout links
• Webhook Events: Respond to payment events

Use Cases:

• Conversational commerce
• Subscription signup via chat
• Payment collection automation
• Invoice delivery
• Billing support automation
• Membership management

Actions:

• Create payment intents
• Manage subscriptions
• Create customers
• Generate invoices
• Create checkout sessions

Events:

• Payment succeeded
• Subscription created
• Payment failed
• Invoice paid

Source: GitHub

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Related Integrations

Hunter.io

Installation: bp add hunter

Manage leads in Hunter.io for email finding and verification.

Key Features:

• Email finder
• Email verification
• Lead management
• Domain search

Use Cases:

• Lead enrichment
• Email validation
• Prospecting automation

Source: GitHub

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CRM Best Practices

Data Quality

• Validate inputs: Ensure data accuracy before creating records
• Deduplicate: Check for existing records before creating new ones
• Standardize formats: Use consistent formatting for phone numbers, emails, etc.
• Enrich data: Capture additional context from conversations

Integration Patterns

Lead Capture:

// Capture lead information from chat
const contact = await client.callAction({
  type: 'hubspot:createContact',
  input: {
    email: userEmail,
    firstname: firstName,
    lastname: lastName,
    phone: phoneNumber,
    lead_source: 'chatbot'
  }
})

Ticket Creation:

// Create support ticket from conversation
const ticket = await client.callAction({
  type: 'hubspot:createTicket',
  input: {
    subject: issueSubject,
    description: issueDescription,
    priority: 'high',
    contact_id: contactId
  }
})

Workflow Automation

1. Lead Qualification:

   • Capture lead info in chat
   • Create CRM contact
   • Score and route lead
   • Notify sales team

2. Support Ticket Flow:

   • User describes issue
   • Bot attempts resolution
   • Create ticket if needed
   • Track ticket status

3. Sales Pipeline:

   • Identify sales opportunity
   • Create deal in CRM
   • Update deal stages
   • Schedule follow-ups

Multi-CRM Strategy

Some organizations use multiple systems:

# Install multiple CRM integrations
bp add hubspot attio stripe

• HubSpot: Marketing and sales
• Attio: Custom relationship tracking
• Stripe: Payment and billing

Security Considerations

• Secure API keys: Store credentials as secrets
• Access control: Limit integration permissions
• Data privacy: Comply with GDPR, CCPA regulations
• Audit logs: Track CRM data changes
• PII handling: Protect personally identifiable information

Performance Tips

• Batch operations: Group multiple updates when possible
• Cache data: Store frequently accessed data locally
• Async operations: Don’t block chat flow for CRM updates
• Error handling: Gracefully handle API failures
• Rate limits: Respect API rate limits

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Additional Resources

• HubSpot API Documentation
• Attio API Documentation
• Stripe API Documentation
• BigCommerce API Documentation