Visualize the complete sales funnel in Atom 📊
❓Why is it important to see the complete sales funnel in Atom?
In many sectors (automotive, real estate, education, etc.), the sale closing occurs outside of Atom, since, after the AI Agent qualifies the customer by gathering all the necessary information and schedules a meeting with a sales consultant (going through the stages of Lead, MQL, and SQL), the customer needs to go to the corresponding branch to formalize the purchase. This closing, most of the time, is only registered by the consultant who attended the customer in person in the company's CRM.
This generated a loss of visibility in the final stages of the sales funnel, such as:
Opportunity
Customer (sale completed)
With this new feature, 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 offer?
By synchronizing the final stages of your CRM's commercial process with Atom, you will be able to:
Visualize the complete sales funnel in one place.
Measure how many contacts actually convert into sales.
Compare results before and after using Atom.
Identify points of leakage in the commercial process.
Make better decisions to optimize bots, flows, and commercial service in general.
Create 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
Access Atom
Go to Integrations
Select HubSpot and click on the three dots
Click on Configuration
Click on HubSpot Lifecycle Stage Configuration
Atom will automatically list the contact lifecycle stages configured in HubSpot.
Make the mapping one by one between:
Lifecycle stages in HubSpot
Lifecycle stages in HubSpot
Stages (from the Client Stage component of the Flowbuilder) in Atom: Awareness, Lead, MQL, SQL, Opportunity, Customer
Stages (from the Client Stage component of the Flowbuilder) in Atom:
Awareness, Lead, MQL, SQL, Opportunity, Customer
By clicking on the pencil icon in Actions, you can select the corresponding stage to perform the mapping.
Click on Save to finish the configuration.
🔹 Option 2: I have a CRM different from HubSpot
If you use another CRM (Salesforce, Dynamics, or any other), it is also possible to visualize the complete sales funnel in Atom.
How does it work?
Atom provides an HTTP endpoint that allows receiving stage updates from any CRM that supports automations.
📌 Necessary information for the endpoint
HTTP Method
POST
URL
Headers
| KEY |
| Value |
| Content-Type |
| 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 number with country code. |
| Should not contain spaces, hyphens, or non-numeric characters. Ex.: 551122334455 |
| leadStage |
| Object |
| Required. Object containing the new lifecycle stage. |
| key |
| String |
| Required. Key that represents 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 may occur if the body is not a valid JSON or if the value of key is not allowed. |
| 401 Unauthorized |
| The authorization token is invalid or was not provided. |