App Tutorial

Add HubSpot Chat to Your Site: A Step-by-Step Guide

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 15, 2024
TL;DR

Integrating HubSpot chat into your website involves selecting the software, installing it via code or a WordPress plugin, customizing the chat widget, integrating with CRM, adding sales reps, planning sales flows, and analyzing feedback. This enhances customer engagement and support.

Streamline customer interactions and support by adding HubSpot chat.

Automate your HubSpot workflows to enhance efficiency and customer engagement with Bardeen's integrations and playbooks.

How to Add HubSpot Chat to Your Website

Integrating HubSpot chat into your website can significantly enhance your customer engagement and support. This guide will walk you through the essential steps of adding HubSpot chat to your website, including specific instructions for WordPress users.

Understanding HubSpot Live Chat Integration

HubSpot's live chat feature allows real-time conversations between your team and website visitors. It's a powerful tool for improving sales, marketing, and customer service. Before diving into the integration process, it's crucial to understand the difference between live chat and chatbots. Live chat involves real-time conversations with human agents, while chatbots automate responses to common inquiries. Both play a vital role in an effective customer engagement strategy.

Automating your HubSpot workflows with Bardeen can enhance your customer interaction processes. Discover how to integrate HubSpot with Salesforce, LinkedIn, and Slack for a more streamlined multi-channel outreach.

Steps to Add HubSpot Chat to Your Website

  1. Research and choose your live chat software. HubSpot offers a comprehensive solution that includes both live chat and chatbot functionalities.
  2. Install live chat on your site. For HubSpot, this typically involves copying a piece of code provided by HubSpot and pasting it into the backend of your website. Detailed instructions can be found in HubSpot's knowledge base or setup guide.
  3. Customize your live chat widget to align with your brand's visual identity. This includes adjusting the widget's appearance, setting up targeted welcome messages, and configuring language options.
  4. Integrate live chat with your CRM and other business tools. HubSpot's live chat seamlessly integrates with its CRM platform, ensuring all customer interactions are recorded and easily accessible.
  5. Add sales reps to your live chat. Assign team members to handle incoming chats and train them on using the software effectively.
  6. Plan your sales conversation flows. Design conversation paths that guide visitors towards desired outcomes, such as scheduling a demo or making a purchase.
  7. Gather and analyze live chat customer feedback. Use insights from chat interactions to improve your service and support strategies.

Add HubSpot Chat to WordPress

For WordPress users, adding HubSpot chat can be streamlined through the HubSpot WordPress plugin. This plugin not only adds live chat to your site but also integrates with HubSpot's CRM, email marketing, and analytics tools.

  1. Log into your WordPress account and navigate to the Plugins section.
  2. Click 'Add New' and search for the HubSpot plugin.
  3. Install and activate the plugin.
  4. Follow the plugin setup process to create and publish your chatflow.
  5. Verify that the chat software is live on your site.
  6. Test the chat functionality to ensure it's working as expected.

By following these steps, you can effectively add HubSpot chat to your website, enhancing your ability to engage with visitors and provide exceptional customer service.

While adding HubSpot chat to your website is a step towards enhancing customer engagement, automating your HubSpot workflows can take your efficiency to the next level. Explore Bardeen's playbooks to automate various tasks and make your processes more streamlined and effective.

Automate HubSpot Workflows with Bardeen Playbooks

While adding HubSpot chat to your website is a step towards enhancing customer engagement, automating your HubSpot workflows can take your efficiency to the next level. Bardeen offers several playbooks that seamlessly integrate with HubSpot to automate various tasks, making your customer interaction processes more streamlined and effective.

  1. Sync LinkedIn Messages to HubSpot Contact: This playbook automates the transfer of LinkedIn messages directly into a HubSpot contact, ensuring that no professional interaction is missed and enhancing lead nurturing processes.
  2. Create HubSpot ticket: Automate the creation of HubSpot tickets for streamlining customer service requests and managing them efficiently within your HubSpot dashboard.
  3. Send HubSpot Contact Info as SMS: This playbook enables the sending of HubSpot contact details via SMS, ideal for sharing contact information quickly with team members or confirming contact details with field personnel.

By utilizing these Bardeen playbooks, you can automate routine tasks, ensuring that your team focuses more on strategic activities that drive growth. Start automating today by downloading the Bardeen app.

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