> ## Documentation Index > Fetch the complete documentation index at: https://mintlify.com/botpress/botpress/llms.txt > Use this file to discover all available pages before exploring further. # 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 Complete CRM platform for managing contacts, deals, tickets, and more Modern, flexible CRM for growing teams Sync products and manage e-commerce data Payment processing and subscription management ## HubSpot **Installation:** ```bash theme={null} 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](https://github.com/botpress/botpress/tree/master/integrations/hubspot) *** ## Attio **Installation:** ```bash theme={null} 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](https://github.com/botpress/botpress/tree/master/integrations/attio) *** ## BigCommerce **Installation:** ```bash theme={null} 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](https://github.com/botpress/botpress/tree/master/integrations/bigcommerce-sync) *** ## Stripe **Installation:** ```bash theme={null} 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](https://github.com/botpress/botpress/tree/master/integrations/stripe) *** ## 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](https://github.com/botpress/botpress/tree/master/integrations/hunter) *** ## 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:** ```typescript theme={null} // 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:** ```typescript theme={null} // 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: ```bash theme={null} # 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 *** ## Additional Resources * [HubSpot API Documentation](https://developers.hubspot.com/) * [Attio API Documentation](https://developers.attio.com/) * [Stripe API Documentation](https://stripe.com/docs/api) * [BigCommerce API Documentation](https://developer.bigcommerce.com/)