Create new customer contacts in the HubSpot CRM system with Watson Assistant

create-new-customers-in-the-hubspot-crm-with-watson-assistant

Imagine potential clients for your product or service chatting with a bot on your website, leaving their contact information, which is automatically transferred to your CRM system so that the appropriate sales representative can contact them directly. With Watson Assistant and HubSpot CRM, this is possible!

(All documentation for this tutorial, as well as the code, is available here on GitHub.)

HubSpot CRM is a tool that includes for instance a reporting dashboard, prospect and deal tracking, pipeline management and other features. It also offers a REST API for the CRM and can therefore be integrated with Watson Assistant.

Watson Assistant itself connects to all kinds of information, applications and agent platforms to resolve customer issues fast. There is another blog article on how to connect Watson Assistant to Jira Software.

Let’s start with the hands-on part and connect Watson Assistant to the HubSpot CRM system.

If you haven’t done so already, sign up for an IBM Cloud account. (All documentation for this tutorial, as well as the code, is available here on GitHub.)

Create a Cloud Function on the IBM Cloud and provide the Node.js code from GitHub. In the code you need to provide your HubSpot API key / hapikey. Save the function and click Invoke with Parameters, provide the corresponding parameters as indicated on GitHub and click Apply, then click Invoke. Results are shown in the Activations pane. In your HubSpot CRM system your new contact should be created.

Now you can go to “Endpoints”, enable your Cloud Function as a Web Action and provide the endpoint in your Watson Assistant, under Options and then select Webhooks. Make sure to add a .json at the end. (All documentation for this tutorial, as well as the code, is available here on GitHub.) On GitHub a json-Skill is included, which you can import directly into your Watson Assistant Dialog skill.

And we’re ready to go! Now you can create your first contact via Watson Assistant and see how the new contact automatically appears in your HubSpot CRM. For more details and code examples regarding this tutorial, please refer to this GitHub repository.

Leave a Reply

Your email address will not be published.