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HubSpot 整合 AI agent，透过聊天推动客户销售转化 | SleekFlow

[第三方软件](/zh-cn/channels-integrations)Hubspot

# 提升 HubSpot 营销活动回覆率 高达 5 倍

透过 WhatsApp 及 SMS 接触 HubSpot 联络人，讯息开启率高达 90% 以上。SleekFlow AI agent 协助筛选潜在客户、培养客户关系及持续跟进，同时将每次互动完整记录至 HubSpot。

[开始使用](https://app.sleekflow.io/zh-cn?screen_hint=signup)

## 深受全球 2,000+ 家企业信赖

探索自动化流程

连接

Hubspot

Outlook

WhatsApp Business API

Facebook Messenger

Instagram DM

SMS

WeChat

Telegram

Viber

LINE Business

以及

Your favourite channels

Outlook

WhatsApp Business API

Facebook Messenger

Instagram DM

SMS

WeChat

Telegram

Viber

LINE Business

Outlook

WhatsApp Business API

Facebook Messenger

Instagram DM

SMS

WeChat

Telegram

Viber

LINE Business

[查看模板](/zh-cn/channels-integrations/hubspot-outlook)

[查看模板](/zh-cn/channels-integrations/hubspot-whatsapp)

[查看模板](/zh-cn/channels-integrations/hubspot-facebook)

[查看模板](/zh-cn/channels-integrations/hubspot-instagram)

[查看模板](/zh-cn/channels-integrations/hubspot-sms)

[查看模板](/zh-cn/channels-integrations/hubspot-wechat)

[查看模板](/zh-cn/channels-integrations/hubspot-telegram)

[查看模板](/zh-cn/channels-integrations/hubspot-viber)

[查看模板](/zh-cn/channels-integrations/hubspot-line)

[在 G2 上阅读完整评价](https://www.g2.com/products/sleekflow/reviews)

目录

目录

[预约示范](/zh-cn/book-a-demo)

Review by Sujal Shrivastava

Building Scalable Web Applications | Spring Boot | React | REST APIs Passionate About Clean Code &amp; Problem Solving

07-05-2026

Sleekflow Makes Multi-Channel Messaging and Automation Effortless.

the thing i like about Sleek flow is that it brings conversations from different applications like whatsapp , insta, facebook , email etc. also we can switch between multiple apps in our business generally we need to send people about our new policies and new courses. so it made it easy by automating the things and easy integration of social media also helped a lot to us. The workflow automation is also very useful in handeling repetative task such as follow ups and customer notifications.

Review by Yik Wang Chan

Client Relationship Management | Luxury Fashion | E-commerce

04-23-2026

SleekFlow Streamlined Our DMs and Boosted Productivity

The transition to SleekFlow has been a game-changer for our team’s productivity. The onboarding was remarkably smooth—their support team didn't just hand us a manual; they actually helped us map out our initial workflows. We’ve seen a clear ROI in our response times, which have dropped significantly since centralizing our WhatsApp and Instagram DMs into one place. The performance of the platform is knowing we have a responsive support team behind us gives us huge peace of mind.

Review by ABHIJEET KUMAR

Software Development Enthusiast | Java | DSA | React.js | SQL | 3rd Year B.Tech (ECE) | Open to SDE Internship.

07-07-2026

All-in-One Social Inbox with Great Pricing and Performance

The thing which I like the most is that it is an all in one social platform like here you can see all the messages from every platform in a single dashboard. its pricing is also good and its performance is really nice

Review by Anson Liu

EdTech | Student Recruitment | Entrepreneur | Counselling

04-19-2026

SleekFlow’s AI and Intuitive UX Make Agent Replies Faster and Easier

SleekFlow’s AI and Intelligence features are miles ahead of other tools we’ve tried. The AI power-up for drafting replies has drastically reduced the mental load on our agents. What’s even more impressive is the UX/UI; it’s intuitive enough that our new hires can navigate the inbox with almost zero training. The integrations (specifically with our CRM and Shopify) are seamless, allowing us to see customer purchase history right next to the chat window. It’s a sophisticated platform that feels surprisingly simple to use.

Review by Meenal Verma

04-13-2026

SleekFlow Streamlines Customer Conversations with a Clean, User-Friendly Interface

SleekFlow makes it easy to manage customer conversations from platforms like WhatsApp and Instagram all in one place. The interface is clean, simple, and user-friendly, and the automation features help save time while improving response efficiency. Overall, it’s especially useful for streamlining communication and supporting better team productivity.

Review by Verified User in Consumer Goods

04-22-2026

Responsive Support and Seamless Sleekflow Shopify Chat Widget That Boosts Conversions

The most helpful part is the responsive, active customer service, and the fact that I can embed my Sleekflow chat widget directly into my website (Shopify). It has helped me increase my conversion rate when I’m offline. I trained the AI to answer customer inquiries about products and promotions, which makes it easier to support customers even when I’m not available.

Review by Genesis Canare Quilala

04-26-2026

Streamlined Multi-Branch Communication with Minor Broadcast Challenges

I like how SleekFlow allows us to shift from multiple client numbers to one number, connecting our entire company on a single line. This feature makes us look more professional to our clients since they see only one number for our company. Additionally, it simplifies the process when clients have concerns, directing them to the specific branch they're looking for through the welcome flow that SleekFlow creates.

Review by Wan Ho Tsoi

06-25-2026

Flow Builder and CRM Keep Conversations Organized

Flow builder & contacts CRM It’s good for managing conversations and keeping my selling flow organized.

[在 G2 上阅读完整评价](https://www.g2.com/products/sleekflow/reviews/sleekflow-review-13065757)

HubSpot 官方自带的整合功能只能透过 Workflows 发送基本讯息。它无法跨渠道执行多步骤对话、利用 AI agent 回答复杂产品问题，或在对话中无缝转交真人处理。 SleekFlow 支援以上功能，只需几步即可完成设定。

### 连接 HubSpot 并配对联络负责人

只需简单点击几下，即可连结你的HubSpot 帐号并双向同步负责人资料，确保每位潜在客户（Leads）在两边系统都能准确分配给相应的销售代表。正式启用前，你可使用HubSpot 沙盒环境（Sandbox）进行测试，确保流程顺畅无误。

### 利用HubSpot 数据训练AI 对话代理

AI Agent 可以透过联络人资料和自订资料纪录（Custom Objects）进行深度学习。真人销售代表在聊天室旁就能看清完整的客户档案，毋须不断切换分页。

### 设定 AI 操作指引 自动完成销售任务

告诉 AI agent 如何运用 HubSpot 资料，例如发送报价、更新客户阶段、预约示范或转交销售团队。 统一管理不同渠道的 AI agnet 行动，确保每次互动保持一致。

### 实时同步回传数据至 HubSpot

当 HubSpot 资料变更时，自动触发 SleekFlow 流程，并将对话结果（如潜在客户状态、预约日期、交易阶段）即时推送回 HubSpot。

## 打造可在 HubSpot 执行任务的对话式 AI agent

大部分聊天机械人只能在单一渠道回答问题。 SleekFlow AI agent 可跨 WhatsApp、SMS、Messenger、Instagram 及电邮运作，读取你的业务资料，并直接在对话中完成下一步操作。

## 将日常查询转化为销售机会

*   透过互动对话将客人的兴趣转化为实质商机。 AI agent 可收集姓名、需求及预算，客户无需填写设有12 资料栏位的繁复表格。
    
*   客户可透过自己偏好的沟通渠道进行双向对话，逐步回覆问题。相比于填写多个资料栏位，能更轻松完成资料提交，有效减少中途流失。
    
*   聊天结束后，自动将符合资格的潜在客户同步至HubSpot，让业务团队可趁客户仍有购买意向时迅速跟进。
    

## 快速转交高质商机给合适的销售人员

*   HubSpot 客户查询会同步至团队共用收件箱，让团队集中管理 WhatsApp、SMS、Messenger 等不同渠道的对话。团队可根据地区、语言及销售阶段设定对话委派规则，快速把每个查询交由合适的销售人员跟进。
    
*   在同一个平台管理不同渠道的「养客」流程，无需重复设定多套自动化流程。
    
*   将聊天互动数据（例如讯息开启及点击纪录）同步至HubSpot，协助团队根据客户实际行为，建立更准确的客户细分。
    

### 发送客户真正会回应的推广讯息

*   透过 WhatsApp、SMS、Messenger 及Instagram 等高互动渠道接触客户，互动率可比电邮高出 3 至 4 倍。
    
*   根据 HubSpot 资料变更自动发送讯息，重新联络未跟进客户、挽回流失客户，或提醒客户完成购买。
    
*   利用 HubSpot 联络人及交易资料中的最新资讯，发送个人化节日推广、限时优惠及活动邀请。
    

全面自动营商 实现倍数增长

立即免费试用 升级客户体验

[预约示范](/zh-cn/book-a-demo)[开始使用](https://app.sleekflow.io/zh-cn?screen_hint=signup)
