AI Assistant CRM Integration Checklist

crm • integration • ai-assistant • automation

AI Assistant CRM Integration Checklist

Sales and success teams need assistant data in their CRM. Use this checklist to connect the dots.

1. Define data model

  • Create CRM objects/fields for assistant events (demo_chat, negative_feedback, billing_alert).
  • Store embed_id, page_path, language, containment status, and fallback reason.
  • Link events to contacts via email or cookie lookups.
  • Only push data when visitors opt in; update privacy policy accordingly.
  • Honor regional regulations (GDPR, LGPD) by tagging data with consent status.

3. Event routing

  • Use webhooks or message queues to push events to middleware.
  • Map events to CRM API calls (e.g., Salesforce custom objects, HubSpot engagements).
  • Deduplicate by event_id to avoid double logging.

4. Automation

  • Trigger workflows (e.g., create tasks) when high-intent chats occur or negative feedback mentions pricing/security.
  • Assign ownership based on embed or page (docs -> support, pricing -> sales).
  • Update lead scores with assistant engagement metrics.

5. Monitoring

  • Log every CRM sync attempt with status codes.
  • Alert ops when CRM API quotas are exhausted or errors spike.
  • Provide replay queues for failed events.

CrawlBot approach

CrawlBot’s analytics layer emits CRM-friendly events with embed metadata. Build from this checklist to share assistant insights across revenue teams.***

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