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HubSpot 整合 AI agent，透過聊天推動客戶銷售轉化 | SleekFlow

[第三方軟件](/zh-hk/channels-integrations)Hubspot

# 提升 HubSpot 推廣活動回覆率 高達 5 倍

透過 WhatsApp 及 SMS 接觸 HubSpot 聯絡人，訊息開啟率高達 90% 以上。SleekFlow AI agent 協助篩選潛在客戶、培養客戶關係及持續跟進，同時將每次互動完整記錄至 HubSpot。

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

## 深受各行各業超過 2,000 間企業信賴

探索自動化流程

連接

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-hk/channels-integrations/hubspot-outlook)

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

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

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

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

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

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

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

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

[在 G2 上閱讀完整評價](https://www.g2.com/products/sleekflow/reviews)

目錄

目錄

[預約示範](/zh-hk/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 上閱讀完整評價](https://www.g2.com/products/sleekflow/reviews/sleekflow-review-13065757)

HubSpot 官方自帶的整合功能只能透過 Workflows 發送基本訊息。它無法跨渠道執行多步驟對話、利用 AI agent 回答複雜產品問題，或在對話中無縫轉交真人處理。SleekFlow 支援以上功能，只需幾步即可完成設定。

### 連接 HubSpot 並配對聯絡負責人

只需簡單點擊幾下，即可連結你的 HubSpot 帳號並雙向同步負責人資料，確保每位潛在客戶（Leads）在兩邊系統都能準確分配給相應的銷售代表。正式啟用前，你可使用 HubSpot 沙盒環境（Sandbox）進行測試，確保流程順暢無誤。

### 利用 HubSpot 數據訓練 AI 對話代理

AI Agent 可以透過聯絡人資料和自訂資料紀錄（Custom Objects）進行深度學習。真人銷售代表在聊天室旁就能看清完整的客戶檔案，毋須不斷切換分頁。

### 設定 AI 操作指引，自動完成銷售任務

告訴 AI agent 如何運用 HubSpot 資料，例如發送報價、更新客戶階段、預約示範或轉交銷售團隊。 統一管理不同渠道的 AI agent 行動，確保每次互動保持一致。

### 實時同步回傳數據至 HubSpot

當 HubSpot 資料變更時，自動觸發 SleekFlow 流程，並將對話結果（如潛在客戶狀態、預約日期、交易階段）即時推送回 HubSpot。

## 打造可在 HubSpot 執行任務的對話式 AI agent

大部分聊天機械人只能在單一渠道回答問題。SleekFlow AI agent 可跨 WhatsApp、SMS、Messenger、Instagram 及電郵運作，讀取你的業務資料，並直接在對話中完成下一步操作。

## 將日常查詢轉化為銷售機會

*   透過互動對話將客人的興趣轉化為實質商機。AI agent 可收集姓名、需求及預算，客戶毋需填寫設有 12 資料欄位的繁複表格。
    
*   客戶可透過自己偏好的溝通渠道進行雙向對話，逐步回覆問題。相比於填寫多個資料欄位，能更輕鬆完成資料提交，有效減少中途流失。
    
*   聊天結束後，自動將符合資格的潛在客戶同步至 HubSpot，讓業務團隊可趁客戶仍有購買意向時迅速跟進。
    

## 快速轉交高質商機給合適的銷售人員

*   HubSpot 客戶查詢會同步至團隊共用收件箱，讓團隊集中管理 WhatsApp、SMS、Messenger 等不同渠道的對話。團隊可根據地區、語言及銷售階段設定對話委派規則，快速把每個查詢交由合適的銷售人員跟進。
    
*   在同一個平台管理不同渠道的「養客」流程，毋需重複設定多套自動化流程。
    
*   將聊天互動數據（例如訊息開啟及點擊紀錄）同步至 HubSpot，協助團隊根據客戶實際行為，建立更準確的客戶細分。
    

### 發送客戶真正會回應的推廣訊息

*   透過 WhatsApp、SMS、Messenger 及 Instagram 等高互動渠道接觸客戶，互動率可比電郵高出 3 至 4 倍。
    
*   根據 HubSpot 資料變更自動發送訊息，重新聯絡未跟進客戶、挽回流失客戶，或提醒客戶完成購買。
    
*   利用 HubSpot 聯絡人及交易資料中的最新資訊，發送個人化節日推廣、限時優惠及活動邀請。
    

全面自動營商 實現倍數增長

立即免費試用 升級客戶體驗

[預約示範](/zh-hk/book-a-demo)[開始使用](https://app.sleekflow.io/zh-hk?screen_hint=signup)
