AI intake for HubSpot partners
Porto learns the company, the HubSpot products in use, the goals and the timeline, so your strategists open the first call with a plan.
Lantern Growth Partners
AI assistant
Hi, I’m the AI assistant for Lantern Growth Partners. What would you like help with in HubSpot?
We’re moving off another CRM. Our sales team of 25 needs to be on HubSpot by January.
Team size and deadline already covered
So it asks about the migration
Thanks. Roughly how many contacts and deals are moving over, and are your marketing tools moving too?
What Porto does for HubSpot partners
Porto replaces the contact form on a HubSpot partner’s website with a short AI conversation. It learns the company size, the HubSpot products in use, the goals and the timeline, and sends your strategy team a brief before the discovery call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Goal
Migration, onboarding, cleanup or ongoing support
Products
HubSpot hubs they use or plan to buy
Data
Records to migrate and systems to integrate
Team
Users and who owns HubSpot internally
Timeline
Launch dates and contract renewals
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Ashgrove Logistics
83
Strong fit
Goal
CRM migration to HubSpot
Team
25 sales users
Data
About 40,000 contacts and open deals
Timeline
Live by January
Questions from HubSpot partners
Can Porto quote a project?
No. It collects what your team needs to scope one and tells the visitor when to expect it.
Can it send leads straight into HubSpot?
Yes. When you connect HubSpot, the brief and fit score arrive there.
Can it tell retainer clients from one time projects?
Yes. Porto asks about the kind of help needed and routes each inquiry to the right person.
See Porto set up for HubSpot partners
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo