We’re thrilled to announce the launch of a powerful new integration between Aimdoc and HubSpot, designed to streamline your lead management and supercharge your sales efforts. With this integration, you can now seamlessly connect your HubSpot instance to Aimdoc, allowing for an even more efficient and automated workflow.

What Does This Integration Do?

Once you connect your HubSpot account to Aimdoc, here’s what happens automatically:

1. Automatic Form Creation: Upon connection, Aimdoc will create a form named “Aimdoc” within your HubSpot instance. This form will handle all lead submissions generated through Aimdoc, ensuring that your leads are captured in real-time.

2. Lead-to-Contact Conversion: Every lead collected by Aimdoc will be submitted via the “Aimdoc” form and instantly transformed into a contact within HubSpot. No more manual data entry or worrying about lost leads—Aimdoc handles it all for you.

Here is what is currently transferred to HubSpot:

• First Name

• Last Name

• Email

• Location details

3. Engagement Tracking: To provide you with deeper insights, an engagement is automatically created within HubSpot for each lead. This engagement includes a direct link to the lead conversation in Aimdoc, giving your sales team full context and visibility into every interaction.

Why This Integration Matters

We understand how crucial it is to have a seamless flow of information between your sales and marketing tools. This integration ensures that your lead management is as efficient as possible:

• Save Time: Automate the lead collection and contact creation process, allowing your team to focus on what matters—closing deals.

• Stay Organized: Keep all your lead data in one place, neatly organized within HubSpot.

• Enhanced Visibility: With every engagement linked to the original conversation, your sales team can easily access the context they need to personalize follow-ups and convert more leads.

How to Get Started

Getting started with the HubSpot integration is simple:

1. Navigate to your Aimdoc dashboard and select the “Integrations” tab.

2. Click on the HubSpot integration and follow the prompts to connect your HubSpot instance.

3. Once connected, the Aimdoc form will be created in HubSpot automatically, and you’re all set to start capturing and managing leads seamlessly.

We’re Here to Help

If you have any questions or need assistance setting up the integration, don’t hesitate to reach out to support@aimdoc.ai

We can’t wait for you to experience the benefits of this powerful integration. Here’s to making your lead management smoother and more effective than ever before!

Best regards,

The Aimdoc Team

P.S. Already using the integration? We’d love to hear how it’s working for you! Share your feedback and help us make it even better.