This automation scenario allows you to connect tawk.to 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
tawk.to and HubSpot can also be integrated using automation tools other than zapier:
When this trigger fires in tawk.to
Triggers when the first message in a chat is sent by a visitor or agent.
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 Update HubSpot contacts with new chat bot sessions on tawk.to.
Part I
First, we need to connect tawk.to and HubSpot to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect tawk.to to Zapier.
Give Zapier access to your tawk.to account, using tawk.to 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 tawk.to
Choose the following trigger: New Chat Started (Triggers when the first message in a chat is sent by a visitor or agent.).
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 tawk.to 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 Update HubSpot contacts with new chat bot sessions on tawk.to!
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.
Triggers when the first message in a chat is sent by a visitor or agent.
Triggers when a chat ends. Usually after 90-150 seconds of inactivity.
Triggers when a new ticket is created.
Triggers when the first message in a chat is sent by a visitor or agent.
Triggers when a new ticket is created.
Chat is started
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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