INTEGRATIONS
Accelerate Every Lead-To-Meeting With LeanData
Capture, qualify, and route leads instantly from website chat to your CRM, using flexible LeanData assignment and engagement flows.
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INTEGRATIONS
Capture, qualify, and route leads instantly from website chat to your CRM, using flexible LeanData assignment and engagement flows.
NO CREDIT CARD REQUIRED
更高的完成率
对话式流程提高表单填写率。
聊天内表单
表单在聊天中显示，实现更顺畅的输入。
更快的数据捕获
Expertise AI通过聊天收集线索信息，直接发送到LeanData。
双向同步
LeanData和Expertise AI之间的数据保持同步更新。
更多预约
线索即时路由到正确的代表，实现更快的转化。
Website visitors engage via Expertise AI chat; their details are captured and sent directly into CRM as Leads/Contacts.
LeanData matches, deduplicates, and runs assignment logic: rep, pool, or territory.
Book meetings instantly using LeanData BookIt, routed by business logic.
Two platforms share real-time signals: engagement, chat activity, form answers.
USE CASE #1
The AI qualifies the visitor and finds the right time to trigger the LeanData form and calendar so they can book meetings with the sales rep and the rep can reach out.
USE CASE #2
Expertise AI reads visitor intent and uses LeanData BookIt to schedule meetings in real time. No manual handoffs, just fast bookings and automatic CRM updates.
USE CASE #3
LeanData connects new leads to the right accounts or creates new ones when needed. High-value accounts get priority to keep important deals moving fast.
USE CASE #4
Expertise AI shares buyer intent with LeanData to trigger tailored follow-ups, routing, and nurturing. Automations respond to real-time signals for better pipeline quality.
USE CASE #5
LeanData cleans and enriches data before routing. End-to-end tracking, from first chat to closed deal, delivers clear reporting and sharper sales insights.
通过将对话和线索数据直接同步到HubSpot CRM来丰富、跟踪和管理入站线索。
同步线索，跟踪对话，自动更新Salesforce中的记录，实现完整的管道可见性。
通过Zapier将AI驱动的互动与数千个应用程序连接，自动化工作流程。
通过安全的webhook接收实时线索数据和聊天事件，实现自定义自动化。
自动化线索路由，使新潜在客户和表单填写立即分配给合适的销售代表。
同步表单填写和线索数据以自动化线索培育，并将合格线索传递给您的CRM进行路由和跟进。
通过Facebook Messenger聊天集成吸引网站访客并立即回应线索。
在WhatsApp上与潜在客户连接，直接在他们喜欢的消息应用中自动化对话和跟进。
通过无缝AI驱动的消息传递，通过Instagram私信对入站线索进行资格认定和参与。
使用实时Google Calendar集成自动安排潜在客户和销售团队之间的会议。
Expertise AI符合SOC2 TypeII和GDPR标准，为您提供同类最佳的支持和隐私保护。这包括通过最先进的加密技术完全保护您的数据
