Sync new leads to your CRM
You connect your CRM so BOB keeps it updated on its own, every lead it talks to, every answer it gets, logged automatically, instead of you copying details across by hand after the fact.
Which CRMs can BOB connect to?
Section titled “Which CRMs can BOB connect to?”Real, one-click connections include HubSpot, Airtable, and Notion, along with Google Sheets if that is your CRM. See the full list on the Integrations catalog. Any other CRM with a REST API connects through Connect an external API.
How do I set this up?
Section titled “How do I set this up?”- Open Connected apps → Add Connector, search for your CRM, and sign in.
- Open Chat with Bob and describe the job, for example: “Every time you talk to a lead on WhatsApp, log the conversation in HubSpot, and update their stage based on what they said.”
- Tell BOB your pipeline stages, so it knows how to move a lead from one to the next.
Does BOB create duplicate records?
Section titled “Does BOB create duplicate records?”Tell it how you identify a lead (phone number, email) and it will match to an existing record instead of creating a new one.
What if I use a spreadsheet, not a CRM?
Section titled “What if I use a spreadsheet, not a CRM?”That works too. Connect Google Sheets the same way, and describe the columns you want kept updated.