HubSpot CRM - what is it?
HubSpot CRM helps businesses of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including accounting, marketing, sales, construction, retail, real estate, and more.
It offers features such as outbound and inbound marketing, sales automation, sales pipeline management, customer relationship management, email tracking, lead management, contact management, and more.
HubSpot CRM provides a visual dashboard with a real-time view of the entire sales funnel. With the CRM system, businesses can automatically track customer interactions via email, social media, live chat, or phone calls, and each interaction is stored in a timeline organized by leads.
HubSpot CRM sales tools help sales reps manage contacts, track deals, manage their sales pipeline, and more.
NOTE : Chat Agents also integrates HubSpot Intake Forms. Let our chat agents handle your client intakes with your website chat visitors, using HubSpot Intake.
NOTE : Chat Agents also integrates with HubSpot Meeting Scheduler so our chat agents can use HubSpot Meeting Scheduler to schedule your appointments with chat visitors to your website.
How does HubSpot CRM works with Chat Agents
Upon completion of a chat on your site, a new chat lead is added by our Chat Agents with all contact information, a brief chat summary, and the chat transcript.
With this HubSpot CRM - Chat Agents integration, these lead details are automatically added as a new contact in your HubSpot CRM account and notes are created for the summary and chat transcript.
When a chat visitor returns to your site and provides more information, a new chat summary is added along with the new chat transcript from Chat Agents. These lead details are also automatically updated in HubSpot CRM.
How to integrate HubSpot CRM with Chat Agents
To integrate HubSpot CRM with Chat Agents, first, log into your HubSpot CRM account at https://app.hubspot.com/login.
If you do not already have a HubSpot CRM account, you can create one at https://app.hubspot.com/signup-hubspot.
Once logged in, click on the Account Setup section icon in the left menu and then click on "API Key".
Next click on "Create Key" to generate an API key.
Then "Copy" the key, as it will be used in the next step.
Now log in to the integration page of your Chat Agents account. To do this, go to https://my.chatagents.com/ in your Chat Agents dashboard and go to "Integrations" which should open https://my.chatagents.com/integrations.
Search for HubSpot CRM and enable the "Edit" button on the right hand side.
You will then see the Chat Agents - HubSpot CRM Integration page.
Click on "Connect", which will open a popup modal where you need to paste the API key you copied earlier.
That's it. If everything is correct and no error message is displayed, your Chat Agents and HubSpot CRM are integrated.
Whenever our chat agents add new chat leads in our system, you will see it in our CRM and receive a notification via text, email and through our apps.
With this integration, you will also see the same lead details with associated notes and chat transcripts automatically and instantly added to your HubSpot CRM account.
This saves you from manually re-entering all the chat lead details into your HubSpot CRM account.
Lead details are added in your Chat Agents CRM.
Chat transcripts are also added in your Chat Agents CRM.
The same lead is also visible in your HubSpot CRM account,
Along with the chat summary and chat transcript, both of which are added as notes to the lead in your HubSpot CRM account.
If you have any questions or need help integrating HubSpot CRM or other apps with your Chat Agents account, please contact us through the help section on your Chat Agents dashboard - we will be happy to do it for you, at no additional cost.