Overview
A lead that only exists in a chat log is not really a lead. Pushing finished conversations into HubSpot puts the contact where sales already works, with the summary and transcript attached to the record.
It also fixes attribution. Because every conversation records the page it started on, you can see which content is producing pipeline instead of guessing.
What you can do
These are the jobs the integration is built for.
Collect contacts
Add the person to HubSpot when a chat finishes.
Create tickets
Open a ticket from the conversation so the team can pick it up.
Keep the source page on the record
Every conversation records the page it started on, so the contact shows where the enquiry came from.
Set up
Connect HubSpot from Agent skills or Integrations in your AI Chatbot widget. Collect contacts and Create tickets are the actions it can run.
- Open your AI Chatbot widget and go to Agent skills or Integrations.
- Choose HubSpot and connect your account.
- Turn on Collect contacts, Create tickets, or both.
Connected apps and their status are listed in Integrations in your widget, where you can disconnect access at any time.
Requirements
- An AI Chatbot widget published on your site.
- A HubSpot account with permission to create contacts and tickets.