Why connect your CRM
Without a CRM connection, leads from chat sit in MyChatBot and your sales team works in another tool. With it, every conversation is automatically a lead/contact/deal in your CRM, with chat history attached.
We support: HubSpot, Salesforce, Pipedrive, Zoho, Bitrix24, AmoCRM and a custom REST option.
HubSpot setup
Easiest CRM to connect. From dashboard: Integrations → CRM → HubSpot → Connect via OAuth.
Approve the permissions in HubSpot. Select which fields to map (we suggest: name, email, phone, source, stage).
Choose mapping direction: One-way (chat → CRM) for most cases, Two-way if you update statuses in CRM and want them reflected in chat.
Salesforce setup
Salesforce requires a Connected App. Either use ours (recommended) or set up a custom one.
Recommended path: Integrations → CRM → Salesforce → Connect with our app. You'll be redirected to Salesforce to approve.
For custom apps or sandbox setups, see the API Reference.
Custom CRM via webhooks
If your CRM isn't natively supported, use webhooks. We'll POST every new lead/conversation to your endpoint.
Set up: Integrations → CRM → Custom (Webhook) → Add endpoint URL.
We support standard auth (Bearer token, Basic, custom headers). The payload format is documented in the API Reference.