HubSpot x LiveChat Integration Tutorial | LC University

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Hey, everyone! Welcome to LC University! 🎓
In today’s video, I’ll show you how to connect HubSpot with LiveChat, add a new contact within the integration, and assign a chat transcript to a contact! Let’s get into this!

📹 What You'll Learn:
👉 Connecting HubSpot with LiveChat: A step-by-step guide to integrating these powerful tools.
👉 Adding New Contacts: Learn how to effortlessly add customers to your HubSpot account directly from LiveChat.
👉 Assigning Chat Transcripts: Discover how to enrich customer profiles with chat transcripts and additional information.

🔗 Why Integrate HubSpot with LiveChat?
The HubSpot integration allows you to add customers as new Contacts and enrich their profiles with Notes, including conversation transcripts and additional details. This seamless process can all be done within the LiveChat app, making it incredibly convenient and efficient.

Installation Steps:
1. Go to the Apps section and explore more apps in your LiveChat app.
2. Search for "HubSpot" and click "Install".
3. Open an ongoing chat and, in Customer Insights, click on the HubSpot integration.
4. Connect your HubSpot account by following the prompts and granting access.

Adding a New Contact:
1. Open an ongoing chat in the Chats section.
2. Click the "Add person" button or open the HubSpot app via the icon.
3. Click "Add Contact" and voilà! Your customer is now a Contact in both LiveChat and HubSpot.

Adding Chat Transcripts to a Contact:
1. Click "Add transcript to notes" under Customer Insights or within the HubSpot integration.
2. View and manage your Notes in the Notes section, where you can also edit or delete them.

You now have a seamless integration of your CRM and LiveChat, making customer management easier and more effective!

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Thanks for watching, and see you soon! 🚀

#LiveChat #HubSpot #IntegrationTutorial #LCUniversity #CustomerService #CRMIntegration

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Hi, great to see you here! :)

We are LiveChat, and our mission is to help people and businesses communicate better and fully express themselves. You may be familiar with our most popular product: LiveChat, which allows you to communicate with your customers directly through chatting (yes, it's that little icon in the bottom right corner of almost every page), but that’s not the only thing that we do. Let us introduce you to the rest of the LiveChat family:

ChatBot allows you to automate communication with your customers. HelpDesk is a powerful online ticketing software. And KnowledgeBase... you'll never guess: it enables you to share knowledge with others easily and quickly.

However, it doesn't stop there! You can expand our software functionality with additional integrations: Google Analytics, Facebook Messenger, Mailchimp, HubSpot, Salesforce, and many more. All this to give you the perfect tool to communicate with your customers.

Want to learn more? Go to www.livechat.com and join more than 37,000 companies that use LiveChat.

PS. We know that’s a lot. We’re pretty proud of that.