Visualize the complete sales funnel in Atom 📊
❓ Why is it important to see the complete sales funnel in Atom?
In many industries (automotive, real estate, education, etc.) the closing of the sale occurs outside of Atom, since after the AI Agent qualifies the client by collecting all the necessary information and schedules an appointment with a sales advisor (going through the Lead, MQL and SQL stages), the client must then appear at the respective branch to formalize the purchase, which most of the time is only registered by the advisor who physically attended to them on the floor in the company's CRM.
This generated a loss of visibility in the final stages of the sales funnel, such as:
Opportunity
Customer (closed sale)
With this new functionality you can now visualize the complete sales cycle in Atom, from the first contact to the closing of the sale.
🔍 What benefits does this functionality bring?
By synchronizing the final stages of the commercial process from your CRM to Atom, you can:
Visualize the complete sales funnel in one place.
Measure how many contacts actually convert into sales.
Compare results before and after using Atom.
Detect leakage points in the commercial process.
Make better decisions to optimize bots, flows, and commercial attention in general.
Generate campaigns focused on the current stage of the contact.
🛠️ How to configure the visualization of the complete sales funnel in Atom?
There are two possible scenarios:
🔹 Option 1: Configuration with HubSpot (native integration)
If you use HubSpot, this is the simplest way to configure the complete funnel.
Step by step
Enter Atom
Enter Atom
Go to Integrations
Go to Integrations
Select HubSpot and click on the three dots
Select HubSpot and click on the three dots
Click on Configuration
Click on Configuration
Click on Configuration Lifecycle Stage Hubspot
Click on Configuration Lifecycle Stage Hubspot
Atom will automatically list the contact lifecycle stages configured in HubSpot.
Atom will automatically list the contact lifecycle stages configured in HubSpot.
Perform the one-to-one mapping between: Lifecycle Stages in HubSpot Stages (of the Client Stage component of the Flowbuilder) in Atom: Awareness, Lead, MQL, SQL, Opportunity, Customer By clicking on the Actions pencil, you can access the stage that corresponds to perform the mapping.
Perform the one-to-one mapping between:
Lifecycle Stages in HubSpot
Lifecycle Stages in HubSpot
Stages (of the Client Stage component of the Flowbuilder) in Atom: Awareness, Lead, MQL, SQL, Opportunity, Customer
Stages (of the Client Stage component of the Flowbuilder) in Atom: Awareness, Lead, MQL, SQL, Opportunity, Customer
By clicking on the Actions pencil, you can access the stage that corresponds to perform the mapping.
By clicking on the Actions pencil, you can access the stage that corresponds to perform the mapping.
Click on Save to finish the configuration
Click on Save to finish the configuration
🔹 Option 2: I have a CRM other than HubSpot
If you use another CRM (Salesforce, Dynamics or another), it is also possible to visualize the complete sales funnel in Atom.
How does it work?
Atom has a HTTP endpoint that allows receiving stage updates from any CRM that supports automations.
📌 Information required for the endpoint
#### HTTP Method
POST
#### URL
Headers
| KEY |
| Value |
| ContentType |
| application/json |
| Authorization |
| Bearer {your company's token in Atom} |
Request Body
Body Parameters
| Parameter |
| Type |
| Description |
| Valid values |
| phone |
| String |
| Required. Contact's phone including country code. |
| Spaces, hyphens or any other non-numeric characters should not be added. Ex: 551122334455 |
| leadStage |
| Object |
| Required. Object containing the new stage of the life cycle. |
| key |
| String |
| Required. The key representing the new stage. |
| awareness,lead,mql,sql,closure,customer |
Keywords according to the stage in Atom
| Keywords |
| Stage in Atom (Client Stage component of the Flowbuilder) |
| awareness |
| Awareness |
| lead |
| Lead |
| mql |
| MQL (Marketing Qualified Lead) |
| sql |
| SQL (Sales Qualified Lead) |
| closure |
| Opportunity |
| customer |
| Customer |
Request Example (cURL)
Responses
| Code |
| Description |
| 200 OK |
| The update was successful. The response body may contain the updated conversation object. |
| 400 Bad Request |
| The request was malformed. This can occur if the body is not valid JSON or if the key value is not one of the allowed values. |
| 401 Unauthorized |
| The authorization token is invalid or was not provided |