Hubspot and Live Chat
Integration via Zapier
Add Hubspot contacts when a chat is completed
How this Live Chat Integration Works
If you have Live Chat by Social Intents and a Hubspot account, you can link the two together with our integration. Automatically create Hubspot contacts when a live chat is closed or when you receive an offline or missed live chat. HubSpot is a cloud-based CRM designed to help align sales and marketing teams, foster sales enablement, boost ROI and optimize your inbound marketing strategy to generate more, qualified leads. HubSpot is a software platform designed to help your company market and sell more effectively.
What you can automate with Hubspot
Create a new HubSpot contact automatically when a visitor leaves their email or phone in chat.
Attach the full chat transcript to the HubSpot record so your reps open the conversation already knowing the context.
Log the page the visitor was on and where they came from, so you can see what they were reading before they reached out.
Create a deal when a chat shows buying intent, and enrol the contact in a HubSpot workflow.
How to connect Hubspot
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1
Sign in to Social Intents, open Integrations, and copy your REST API Token from the Zapier tab.
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2
In Zapier, search for Social Intents and connect it using that token as the API key.
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3
Choose a trigger: a completed chat, a missed chat, an offline message, or a new lead.
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4
Choose Hubspot as the action app and authorise your Hubspot account.
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5
Map the chat fields you want to keep, such as visitor name, email, phone, and the full transcript.
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6
Turn the Zap on. New chats start flowing into Hubspot automatically.
Social Intents and Hubspot
Social Intents
We're Social Intents. We offer a live chat application that integrates natively with Microsoft Teams, Slack, Google, and Webex so you can talk to website visitors, offer great customer support, and sell more right from the tools you already use at your company.
Hubspot
HubSpot is your all-in-one stop for all of your marketing software needs.
How Businesses use Social Intents for Live Chat
Provide Incredible Customer Support
Offer real-time customer support directly from Microsoft Teams, Slack, Gmail or our web-based chat console. Use the tools you already have to provide customer service to your visitors.
Close More Online Sales
Engage potential customers when they need your help, and enhance your team with AI Chatbots trained on your business data.
Have More Engaging Conversations
Bring all customer communications into Slack or Microsoft Teams. Respond to inquiries quickly without having to switch between apps, increase customer satisfaction, and build strong customer relationships.
Don't just take our word for it
"Social Intents powered our COVID-19 Success Story. Our college was given less than a week's notice that we needed to close our campuses. Within a week, we had more than 110 staff trained and answering hundreds of student's questions every day."
Joshua S. - Education Management
"Perfect solution, easy to integrate and best online support I've ever had! A solution that covers basic to completely custom."
James H. - Marketing and Advertising
"Rapid setup and ease of deployment. It uses Microsoft Teams which we already used so staff were able to hit the ground running."
Russell L. - Web Developer
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