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HomeGlossaryCRM (Customer Relationship Management)

AI Chatbot Glossary

What Is CRM (Customer Relationship Management)?

A CRM is a system for managing all your company's interactions with current and potential customers — chatbots sync captured leads and conversation history into the CRM automatically.

Definition

A system for managing all your company's interactions with current and potential customers. Chatbots integrate with CRMs like HubSpot, Salesforce, and Zoho to automatically sync captured leads, log conversations, and update contact records in real time.

Why CRM (Customer Relationship Management) Matters for AI Chatbots

Every lead your chatbot captures should land in your CRM with full context within seconds — not days or via a manual CSV export. Chatonbo offers native integrations with HubSpot, Zoho, Zendesk, and Slack, plus Zapier and webhooks for every other CRM, so leads are always where your sales team lives.

See it in practice:

View CRM integrations

Related Terms

Lead Capture

Lead capture is the process of collecting contact information (name, email, phone) from website visitors during a chatbot conversation — weaved naturally into the dialogue.

Integration

An integration is a connection between your chatbot and an external tool — CRMs, helpdesks, messaging apps, e-commerce — enabling data sharing and automated workflows.

API (Application Programming Interface)

An API is a set of protocols that lets different software applications exchange data. In chatbots, APIs connect the bot to CRMs, e-commerce platforms, and helpdesks so conversations trigger real-world actions.

Webhook

A webhook is an HTTP callback that sends real-time data from one application to another when an event occurs — used by chatbots to notify external systems of leads or events.

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