24/7 AI Chatbot That Syncs Leads to Email & CRM

Enable a 24/7 AI chatbot that captures and syncs leads to your marketing platforms automatically.

Who it’s for: Solo marketers, startup founders, and small business owners.

Tidio

24/7 lead capture

Zapier

Data sync & automation

HubSpot

Free CRM for leads

MailerLite

Email automation

Step-by-Step Guide

  1. 1

    Chatbot Setup

    Use Tidio or Landbot to build and embed a chatbot on your site, configured to collect lead information.

  2. 2

    Lead Scoring & Routing

    Add conditional logic in your chatbot to qualify leads and route high-intent prospects to a human.

  3. 3

    CRM Integration

    Set up a free HubSpot or Zoho CRM and use Zapier or n8n to automatically push new chatbot leads into it.

  4. 4

    Email Automation

    Use MailerLite or Sender to create a welcome sequence that triggers when new contacts are added to your CRM.

  5. 5

    Testing & Optimization

    Test the entire workflow from end-to-end and optimize chatbot scripts and email subjects monthly.

Stats

Time Saved: ~8-10 hours/week
Cost Breakdown: $0-$10/month

Pro Tips

  • Start with free tiers and scale only as needed.
  • Use Zapier’s filters for smarter workflows.
  • A/B test email subject lines every month.
  • Check chatbot drop-off logs to improve questions.