This automation scenario allows you to connect LiveChat and HubSpot
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
LiveChat and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in LiveChat
Triggers when the chat is started.
Then this action happens in HubSpot
Creates a new contact or updates an existing contact based on email address.
This guide contains information on how to set up an automatic workflow that allows to Add HubSpot contacts from LiveChat chats.
Part I
First, we need to connect LiveChat and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect LiveChat to Zapier.
Give Zapier access to your LiveChat account, using LiveChat credentials.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for LiveChat
Choose the following trigger: New Chat (Triggers when the chat is started.).
Then set up an Action for HubSpot
Choose this action: Create or Update Contact (Creates a new contact or updates an existing contact based on email address.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between LiveChat and HubSpot.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add HubSpot contacts from LiveChat chats!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Performs an arbitrary authorized API call.
Triggers when the chat is ended.
Triggers when the chat is started.
Triggers when the ticket is created.
Triggers when a chat is coming with a new thread.
Triggers when a visitor enters queue.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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