HubSpot

By integrating Capri with your Hubspot CRM, you can leverage automated AI replies to enhance your customer engagement seamlessly. Capri acts as an intelligent assistant that promptly responds to customer inquiries, ensuring no message is left unattended. This integration not only boosts response times but also ensures that your communications maintain a high level of consistency and professionalism. Utilizing Capri allows your team to divert their attention to more complex tasks, thereby improving overall productivity. Setting up automated responses with Capri is straightforward, involving just a few simple steps to connect and configure your Hubspot account. With this powerful combination, you can effectively manage and streamline customer interactions, ensuring a more responsive and satisfactory customer experience within the Hubspot ecosystem. Moreover, the flexibility and reliability provided by Capri help in maintaining efficient workflows, as it dynamically adapts to handle varying customer queries with precision. Follow the instructions below to set it up and start enjoying the benefits of automated AI replies.

1. Navigate to "Settings > Channels" once logged into Capri

   
2. If desired, add a new Hubspot account for testing

   

   
3. Navigate to "Agents" on the left-hand menu

4. Click on the Agent titled "Hubspot Testing"

5. In the "Triggers" tab, add a new Trigger with the name "Hubspot Testing", choose Hubspot, and then set the filter to be "Does Not Have Tag" and the tag you set should be "Handoff"

   
6. Save the trigger, then edit the trigger and set it to "Active"

7. Navigate to the web page which hosts a chat widget connected to the Hubspot account you connected.

   
8. Send a message, and watch Capri reply in the webchat, as well as the message show in your inbox