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HubSpot: view your Contacts in LiveChat

by Krzysztof Kraus

Integrate LiveChat with HubSpot and use the power of this integration to close more deals with less work!

  • Installation – learn how to connect your HubSpot to LiveChat
  • Usage – learn how to use your HubSpot integration

Installation

  1. Click here to install HubSpot app on your LiveChat account.
Install HubSpot app on your LiveChat
  1. After successful installation, the HubSpot button will appear on your LiveChat app. Click on it to continue configuration.
Click on a HubSpot button to continue
  1. Now, click on Connect to link your HubSpot account with LiveChat.
Click on Connect to link HubSpot with LiveChat
  1. You will be prompted with the HubSpot login screen. There, provide your HubSpot credentials and click on Log in.
Provide your HubSpot credentials
  1. To finalize, click on the Grant access button.
Click on Grant Access button to continue

Done! Your HubSpot is now connected with LiveChat, and you can start using this integration to close more deals!

Usage

Add a new Contact

To use your HubSpot integration, simply choose one of your concurrent or archived chats and check the information about your customer, without the need to leave your LiveChat app!

HubSpot: view your Contacts in LiveChat

If the customer chatting with you is not in your HubSpot, you can also add him as a contact without leaving the LiveChat app. All you have to do is to click on the Add Contact button and LiveChat will take care of everything for you!

Add Contact to your HubSpot

We've got an update! Add chat transcript to a Contact

From now on, you can also add a chat transcript to your Contact, straight from concurrent or archived chats! To do that, simply click on the Add transcript to notes button and we will do the rest for you.

Add transcript to Contact

To view it, go to the Notes section and choose it from the list.

Go to the Notes section

Also, don’t forget that you can Edit or Delete your note, without leaving your LiveChat application!

Edit or delete your note

Hopefully, you have found this article helpful but if you have any additional questions, feel free to start a chat with us – we are available 24/7/365!

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