App Tutorial

Easy Guide to Add HubSpot Live Chat to Your Site (6 Steps)

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
March 27, 2024
TL;DR

Integrate HubSpot Live Chat on your website by creating a chatflow in HubSpot and customizing the chat widget's appearance and settings. For WordPress users, install the HubSpot plugin for a simplified process.

This integration enhances customer experience by providing real-time assistance.

Maximize your HubSpot efficiency and improve team productivity by automating tasks with Bardeen.

How to Add HubSpot Live Chat to Your Website

Adding HubSpot Live Chat to your website enhances customer experience by providing real-time assistance. Whether you're using HubSpot's CRM or WordPress, integrating live chat is straightforward. This guide covers the steps to add HubSpot Live Chat to your website, ensuring your visitors can easily connect with your team.

Maximize your HubSpot Live Chat integration with Bardeen automation playbooks. Streamline tasks to enhance customer service efficiency.

Add HubSpot Chat to Website

To add HubSpot Live Chat to your website, you first need to have a HubSpot account and ensure your website is connected to HubSpot. The process involves creating a chatflow in HubSpot, which is then displayed as a chat widget on your website.

  1. Navigate to your HubSpot account and go to Conversations > Chatflows.
  2. Click Create chatflow and select Website.
  3. Choose Live Chat as the chatflow type.
  4. Customize your chat widget's appearance, welcome message, and language settings.
  5. Set up targeting rules to specify where the live chat should appear on your website.
  6. After customizing, click Save and ensure your chatflow is activated.

Ensure the HubSpot tracking code is installed on your website for the live chat to appear.

HubSpot Live Chat Integration

Integrating HubSpot Live Chat involves connecting your website with HubSpot's CRM. This integration allows for seamless communication with visitors and efficient management of conversations.

For WordPress users, the HubSpot plugin simplifies this process:

  1. Install the HubSpot All-In-One Marketing – Forms, Popups, Live Chat plugin from the WordPress plugin directory.
  2. Activate the plugin and connect it to your HubSpot account.
  3. Access live chat settings from the HubSpot section in your WordPress dashboard.

For non-WordPress sites, ensure the HubSpot tracking code is added to your website's HTML.

Add HubSpot Chat to WordPress

For WordPress websites, the HubSpot plugin offers an easy way to add live chat:

  1. Go to Plugins > Add New in your WordPress dashboard.
  2. Search for the HubSpot All-In-One Marketing plugin and install it.
  3. Activate the plugin and connect to your HubSpot account.
  4. Navigate to the HubSpot section in your WordPress dashboard to manage live chat settings.

This plugin also allows you to manage forms, email marketing, and CRM directly from WordPress.

Following these steps ensures your website visitors have immediate access to live chat, enhancing their experience and supporting your business goals.

Automate your HubSpot workflows to save time and increase productivity. Explore Bardeen's HubSpot integrations and start automating today!

Looking to streamline your multi-channel outreach? Integrate HubSpot with LinkedIn with Bardeen. Also, check out how to integrate HubSpot with Salesforce for CRM efficiency or sync HubSpot and Slack for instant alerts.

Boost HubSpot Efficiency with Bardeen Automations

Integrating HubSpot Live Chat on your website is a straightforward process that significantly enhances your customer service. However, to maximize the efficiency of your HubSpot integration, automating certain tasks can save time and improve your team's productivity. Bardeen offers a variety of playbooks that seamlessly integrate with HubSpot, automating tasks and ensuring your customer interactions are as smooth and efficient as possible.

Automating HubSpot

  1. Create HubSpot ticket: This automation is perfect for swiftly creating support tickets in HubSpot directly from customer interactions or requests, ensuring no customer issue goes unaddressed.
  2. Sync LinkedIn Messages to HubSpot Contact: Enhance your CRM by automatically saving LinkedIn messages to specific contacts in HubSpot. This is ideal for keeping track of sales conversations and networking interactions.
  3. Create a HubSpot ticket from a tweet and its thread using OpenAI: Leveraging AI, this playbook analyzes tweets and their threads to create HubSpot tickets, perfect for managing customer service requests or inquiries mentioned on Twitter.

By automating these HubSpot-related tasks, your team can focus more on strategy and less on manual data entry, leading to improved customer service and operational efficiency. Start automating with Bardeen today by downloading the app.

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