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Triggers and Actions

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New Chat Started

Triggered when a new chat conversation is initiated on your website, allowing for immediate follow-up or automated actions in HubSpot.
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Chat Transcript Logged

Automatically logs chat transcripts into HubSpot, ensuring all interactions are captured for future reference or analysis.
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Chat Rating Submitted

Triggered when a user submits a rating or feedback for a chat session, enabling tracking and analysis of chat performance and customer satisfaction in HubSpot.
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Chat Closed

Activated when a chat session is closed by either the user or the agent, enabling automatic logging and follow-up tasks in HubSpot based on chat outcomes.
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User Email Captured in Chat

Triggered when a user provides their email address during a chat session, enabling automatic creation or updating of contact records in HubSpot with the provided email.
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New Chat Message Received

Activated when a new chat message is received during an ongoing chat session, enabling real-time tracking and monitoring of chat interactions in HubSpot.
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Chat Tagged with Specific Label

Triggered when a chat session is tagged with a specific label by the agent, enabling customized workflows or notifications in HubSpot based on chat categorization.
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Chat Department Changed

Activated when a chat session is transferred to a different department or agent, enabling automatic updating of contact records and follow-up tasks in HubSpot.
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Chat Transcript Emailed

Triggered when a chat transcript is emailed to the user or a specified email address, enabling tracking and analysis of chat interactions and outcomes in HubSpot.
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New Visitor Initiated Chat

Activated when a new visitor initiates a chat session on your WordPress site, enabling automatic creation or updating of contact records in HubSpot for new leads.
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Other Integrations Built By Us

Explore a range of custom integrations we've developed to streamline workflows
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Google Sheets

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Enhance data management with HubSpot Google Sheet Integration. Seamlessly sync data between HubSpot and Google Sheets for improved organization and analytics.

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Slack

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Experience the power of HubSpot Slack Integration. Connect HubSpot with Slack to foster seamless communication and enhance collaboration. Explore the benefits of this integration for improved team efficiency.

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QuickBooks

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Simplify financial management by integrating HubSpot with QuickBooks. Enhance accuracy and streamline processes for improved business financials.

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Salesforce

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Discover the benefits of HubSpot Salesforce Integration. Streamline CRM processes by seamlessly connecting HubSpot with Salesforce. Enhance your marketing and sales strategies with this seamless integration.

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Wordpress

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Explore the advantages of HubSpot WordPress Integration. Seamlessly integrate HubSpot with WordPress for improved marketing workflows and increased efficiency. Elevate your digital strategy with this seamless integration.

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Mailchimp

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Take your email marketing to the next level! This guide explains how to integrate Mailchimp with HubSpot for powerful automation, better insights, and a more unified customer experience.

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Stripe

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Optimize payment processing with HubSpot Stripe Integration. Seamlessly connect your HubSpot account with Stripe for efficient and secure transactions.

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Asana

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Optimize project collaboration by integrating HubSpot with Asana. Streamline communication and workflow for improved efficiency and project success.

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Shopify

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Optimize your e-commerce marketing with HubSpot Shopify Integration. Streamline workflows and enhance customer engagement for a successful online store.

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Zoom

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Enhance virtual collaboration with HubSpot Zoom Integration. Seamlessly integrate Zoom with HubSpot for improved communication and collaboration in virtual meetings.

Customer Reviews

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  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
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    Ryan Ondriezek
    Associate Creative Director
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    Lauren Meeks
    Accounting Manager
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    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
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    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Live Chat logo

Live Chat + HubSpot

 

Integrate
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Enhance Customer Engagement

Integrate Live Chat with HubSpot to enhance customer engagement and provide real-time support to website visitors directly from the HubSpot platform.

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Capture Qualified Leads

Utilize Live Chat data within HubSpot to capture and qualify leads, track conversations, and nurture prospects through personalized follow-up actions.

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Streamline Communication

Streamline communication between your sales and support teams by syncing Live Chat interactions with HubSpot CRM, ensuring a seamless customer experience.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Live Chat Integration improve customer engagement on websites?

The integration improves customer engagement by providing real-time support and assistance directly from your website using HubSpot's Live Chat feature, resulting in higher customer satisfaction and retention rates.

Can I personalize interactions and support based on visitor behavior using HubSpot Live Chat?

Yes, you can engage website visitors with personalized messages and assistance based on their browsing behavior and interaction history stored in HubSpot CRM, enabling targeted communication and support.

How does live chat integration with HubSpot CRM benefit lead generation and management?

The integration benefits lead generation and management by capturing leads directly from live chat conversations and automatically syncing them with HubSpot CRM for streamlined lead management, follow-up, and nurturing.

What types of actions can be triggered between HubSpot Live Chat and CRM?

Actions such as lead capture, chat transcript logging, lead qualification, contact synchronization, ticket creation, chat rating tracking, deal creation, appointment scheduling, and chatbot handoff initiation can be triggered between HubSpot Live Chat and CRM for comprehensive customer engagement and support.

Can I track and manage customer interactions and support tickets within HubSpot CRM using live chat integration?

Absolutely! You can track and manage customer interactions, chat transcripts, support tickets, chat ratings, deal progressions, and appointment schedules within HubSpot CRM using live chat integration, ensuring centralized customer relationship management and service excellence.

Are there any specific use cases for live chat integration with HubSpot CRM in sales and customer service?

Yes, you can use live chat integration with HubSpot CRM for various use cases such as lead generation, sales inquiries, customer support, issue resolution, appointment scheduling, product demos, and feedback collection for improved customer experience and business growth.

How does HubSpot WP Live Chat Integration benefit sales and marketing teams?

Sales and marketing teams can benefit from real-time lead capture, personalized interactions, and seamless lead management through live chat integration with HubSpot.

How does HubSpot Live Chat Integration support cross-functional collaboration and communication within teams?

By facilitating seamless communication and data sharing between live chat system and HubSpot CRM, the integration supports cross-functional collaboration and communication within teams, enabling coordinated efforts and efficient customer support delivery.

Can I analyze chat performance and visitor engagement metrics?

Yes, HubSpot provides analytics and reporting tools to track chat performance, visitor engagement, and other relevant metrics, helping you optimize your live chat strategy.

How does HubSpot integration with Live Chat contribute to sales pipeline growth?

By capturing leads directly through live chat interactions and seamlessly syncing them with HubSpot CRM, the integration helps fuel sales pipeline growth and conversion rates.
The integration improves customer engagement by providing real-time support and assistance directly from your website using HubSpot's Live Chat feature, resulting in higher customer satisfaction and retention rates.
Yes, you can engage website visitors with personalized messages and assistance based on their browsing behavior and interaction history stored in HubSpot CRM, enabling targeted communication and support.
The integration benefits lead generation and management by capturing leads directly from live chat conversations and automatically syncing them with HubSpot CRM for streamlined lead management, follow-up, and nurturing.
Actions such as lead capture, chat transcript logging, lead qualification, contact synchronization, ticket creation, chat rating tracking, deal creation, appointment scheduling, and chatbot handoff initiation can be triggered between HubSpot Live Chat and CRM for comprehensive customer engagement and support.
Absolutely! You can track and manage customer interactions, chat transcripts, support tickets, chat ratings, deal progressions, and appointment schedules within HubSpot CRM using live chat integration, ensuring centralized customer relationship management and service excellence.
Yes, you can use live chat integration with HubSpot CRM for various use cases such as lead generation, sales inquiries, customer support, issue resolution, appointment scheduling, product demos, and feedback collection for improved customer experience and business growth.
Sales and marketing teams can benefit from real-time lead capture, personalized interactions, and seamless lead management through live chat integration with HubSpot.
By facilitating seamless communication and data sharing between live chat system and HubSpot CRM, the integration supports cross-functional collaboration and communication within teams, enabling coordinated efforts and efficient customer support delivery.
Yes, HubSpot provides analytics and reporting tools to track chat performance, visitor engagement, and other relevant metrics, helping you optimize your live chat strategy.
By capturing leads directly through live chat interactions and seamlessly syncing them with HubSpot CRM, the integration helps fuel sales pipeline growth and conversion rates.

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