An AI sales agent that qualifies every website visitor in real time, then creates and continuously enriches HubSpot contacts with the answers your reps actually need to close.
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HubSpot is the system of record. But the visitors who never fill the form are invisible inside it — and the ones who do fill the form land in your CRM with three fields and a hope. Aimdoc closes that gap.
Most visitors never fill out a contact form. Aimdoc engages them in conversation and creates the HubSpot contact when they're actually qualified — not when they hit a wall.
Email, name, and company size aren't enough to prep a call. Aimdoc captures use case, intent, and stack details, and writes them into the HubSpot properties your reps already use.
The full transcript stays current on the HubSpot contact note. Reps don't need to log in to a second tool to know what the visitor said five minutes ago.
Aimdoc was designed to feel like a CRM-native source of pipeline, not another inbox to triage.
Every visitor that becomes a contact in Aimdoc creates or updates a HubSpot contact in real time. Standard fields, custom properties, and qualification answers all flow through your mapping.
The conversation transcript lives on the HubSpot contact note and stays current. Reps can read the full back-and-forth from inside HubSpot without bouncing between tools.
Map Aimdoc Data Capture answers to any HubSpot property — including custom properties — and set default values so every record lands in HubSpot the way your ops team expects.
Aimdoc preserves the relationship between website form activity and the conversations that follow, so the HubSpot timeline tells the full story instead of two disconnected halves.
Aimdoc handles the conversation. HubSpot stays the source of truth.
Aimdoc engages with page-aware prompts, answers questions about pricing, fit, and use case.
Use case, company size, intent, and stack are captured naturally — no five-step form.
Standard fields, custom properties, and the live transcript all sync to the matching contact record.
Reps see the qualification answers, transcript, and source page directly in HubSpot before they reach out.
The teams getting the most out of Aimdoc + HubSpot are the ones already running HubSpot as their system of record.
QuotaPath ran Intercom for website conversion and HubSpot for CRM. After switching the website agent to Aimdoc, conversations got deeper and qualification got cleaner.
65+ qualified leads from 750+ conversations, with ~20 messages per conversation — and every record landed in HubSpot with the answers attached.
“Web traffic went down but conversions went up.”— Director of Demand Gen, QuotaPath
Evocalize plugged Aimdoc into their HubSpot-native funnel and saw a 250% increase in organic leads in 90 days, with 38% of conversations becoming qualified leads — written into the HubSpot properties their reps already use.
“We wanted something that felt like a real person — not a support chatbot.”— VP of Marketing, Evocalize
The things buyers ask before they connect HubSpot.
No. Aimdoc looks up the contact by email and updates the existing HubSpot record instead of creating a duplicate. Properties you've mapped continue updating as the conversation progresses and more data is captured.
Yes. The most common setup we see is mapping qualification answers (use case, company size, current stack) into custom properties so HubSpot workflows and reports work out of the box.
The contact record shows your mapped properties plus a continuously updated note containing the full transcript. From there, reps can jump back to Aimdoc to see the live session view if they want more context.
Yes. If a visitor submits a HubSpot form and later chats with Aimdoc, the activity ties back into the same HubSpot contact's timeline so attribution is preserved end to end.
A few minutes. Connect HubSpot via OAuth in Aimdoc's Integrations tab, then configure the Aimdoc-to-HubSpot field mapping on the agent's Actions tab. Detailed steps live in the docs.
Connect Aimdoc to HubSpot in a few minutes and start enriching every contact with conversation-grade qualification.
Prefer the technical walkthrough? Read the HubSpot integration setup docs.