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A Better Approach
"Create a Better Experience for Everyone"
With SlateCX, AI, your prospects and your team work together - driving engagement, accelerating conversion and building lasting customer relationships
Results You Can Expect
Higher
Conversion Rates
Prospects convert at the right moment
Better
Prospect Engagement
Give prospects a reason to return to your site
Shorter
Sales Cycles
Make the journey easier for your prospects
For HubSpot Users
Are you spending big bucks to drive prospects to HubSpot Forms but few convert and even fewer engage?
The average B2B form converts at 2–3%. That means 97 out of 100 visitors you paid to bring to your site leave without becoming a lead.
SlateCX gives you two ways to fix this — without replacing your existing HubSpot setup.
Replace the Form Entirely
Let a Slate Agent have the conversation instead. It qualifies the prospect naturally, captures their intent, and routes them to your sales team — no gate, no friction.
- AI-powered qualification in natural conversation
- Contact info captured at peak engagement
- Auto-routing to your HubSpot CRM
- Higher intent leads, fewer dead ends
Keep Your Form. Upgrade What Comes After.
Your HubSpot form stays exactly as-is. But instead of a thank-you page and a PDF link, prospects land in a Slate workspace built around their needs.
- Ask questions about the content they just downloaded
- Get AI-matched follow-up resources for their role
- Invite teammates to co-evaluate together
- Engage directly with a live sales rep when ready
Both options connect directly to your existing HubSpot workflows — no rip-and-replace required.
Benefits for B2B Marketers
The HubSpot-native Buyer Engagement Platform.
SlateCX installs in minutes, runs alongside your existing HubSpot stack, and streams 13 high-signal events straight into your contact timelines, lists, workflows, and scoring models.
SlateCX speaks HubSpot fluently.
Engagement signals don't end up in a separate dashboard nobody opens. They show up where your team already works — on contact records, in segments, inside workflows.
Live in the contact timeline
Every meaningful interaction inside a Slate — video view, chatbot turn, card click, form submission — flows into the standard HubSpot Activities tab on the contact record. Sales sees what marketing's seeing, in real time.
Powers the tools you already use
SlateCX events are first-class citizens in HubSpot Reports, Segments, Workflows, and Properties. No custom integration, no manual exports, no "wait, can we get that into our scoring model?" conversations.
Built for the buyer-led era
Replaces the form-fill black hole with persistent, named buyer engagement. Marketing finally gets to see the 80% of the buying journey that used to happen invisibly between "MQL" and "demo booked."
Every meaningful signal, delivered to HubSpot.
Every Slate interaction that matters fires a typed HubSpot app event. Build reports, lists, workflows, and scoring models against any of them — or all of them.
Awareness signals
The buyer is consuming what you gave them.
- Video viewed +5
- PDF viewed +5
- Slate invite received +5
Active interest
The buyer is doing something deliberate, not just scrolling.
- Slate saved +5
- Meaningful card interaction +10
- Chatbot conversation started +10
The buying team
The buyer is pulling colleagues into the conversation.
- Slate invite sent +5
- Team chat started +10
Sales-ready
The buyer is telling you they're ready to talk.
- Form submitted +10
- Goal completed +5
- All goals completed +30
- Meeting booked +10
Activity sales actually trusts.
SlateCX activities appear in the HubSpot Activities tab alongside emails, calls, and meetings — same place, same format, same filters. Toggle SlateCX on in the activity list once and you're done.
- Real-time, not batched. Activity lands within seconds of the buyer's action.
- Context-rich. Each event carries the campaign, card name, goal, and timestamp.
- Reportable. Every event is available in HubSpot's report builder as a primary data source.
- Properly associated. Bound to the right contact, company, and deal via standard HubSpot associations.
An engagement score your team will actually act on.
SlateCX ships with a suggested scoring model that maps every event to a point value and every contact to a clear band. Drop it into HubSpot Workflows in an afternoon — or use it as a starting point and tune.
SlateCX Engagement Score
RECOMMENDED MODELLow engagement
Awareness only. Continue nurture sequences.
Warm
Genuinely engaged. Tag for marketing touch and prioritize content.
High intent
Active buying behaviour. Loop in account owner.
Sales-ready
Multi-signal, multi-thread. Handoff immediately.
What HubSpot teams build with SlateCX events.
Six concrete patterns we see most often. Each takes about an afternoon to set up, and runs forever.
Engagement by campaign dashboard
Group goal-completion events by campaign name to see which sources, channels, and creative actually drove engagement deep enough to matter. Filter by date, owner, or lifecycle stage.
High-intent contact queue
Active list of contacts who hit any conversion signal (form, goal, meeting) in the last 30 days, or whose SlateCX score crosses 40. Sales gets one place to look every morning.
SlateCX Engagement Score property
Stand up a contact property and a set of workflows that increment the score on every meaningful event. Use the score in lead-routing, alerts, and lifecycle stage rules.
Notify owner after meeting booked
Trigger an internal Slack or email the moment a "Meeting booked" event fires. Includes campaign context, Slate URL, and the buyer's recent activity — so the AE walks in primed.
Account activity burst alert
When 3+ contacts at the same company fire any SlateCX event within 7 days, notify the account owner. The buying committee is forming — get there first.
Engaged but not converted queue
Contacts who triggered Content engagement but never reached a Conversion event. Re-engage with targeted content, or invite into a new Slate with a different angle.
From install to insight in under an hour.
SlateCX is a true HubSpot app: install from the marketplace, authorize once, and events start flowing immediately.
Install from the marketplace
Find SlateCX in the HubSpot App Marketplace under Apps & Agents. One-click install.
Authorize the connection
Grant SlateCX access to contacts, companies, and the activity log. Standard OAuth.
Enable SlateCX activity
On the contact record's activity filter, toggle SlateCX on. Events start appearing as buyers engage.
Build your first report
Reports → Create → choose App Events → SlateCX. Group by event name to see your engagement shape.
Make every buying signal visible in HubSpot.
SlateCX is the buyer engagement layer your HubSpot stack was missing. Install in minutes, see signal in hours, scale revenue ops in weeks.
Help Prospects Discover Your Website
With SlateCX you can design your web content for maximum visibility. You can ungate your content so that search and AI engines give you higher rankings and more inclusion in AI answers.
Convert More Leads
Experiment with removing forms and letting the SlateCX agent collect prospect information during the course of a natural conversation. Prospects engage more freely when they're not confronted with barriers, leading to higher quality leads and better conversion rates.
Increase Engagement
Keep prospects actively involved throughout their buyer journey. Interactive workspaces encourage exploration, team collaboration, and deeper engagement with your solutions.
Put Your Best Foot Forward
Your prospects want to do their own deep research - about solutions available to them and their strengths and weaknesses. With SlateCX they can do this while you supply the AI Agent with the most relevant information about your product and brand.
Help Your Reps Engage
When prospects are actively engaged and ready for sales interaction, SlateCX automatically invites your sales rep to join the team chat at exactly the right moment. No more cold calls - your reps enter warm conversations with prospects who are already engaged.
