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Integrate HubSpot to AI Chatbot

Under the "Select Integration" page, selecting "HubSpot" and clicking "Configure" will take users to a "Customize Integration" page where they have to insert their HubSpot account's Access Token. After that, they should click "Next" to finish the integration process.
Under the "Select Integration" page, selecting "HubSpot" and clicking "Configure" will take users to a "Customize Integration" page where they have to insert their HubSpot account's Access Token. After that, they should click "Next" to finish the integration process.

HubSpot is a customer relationship management (CRM) platform designed to help businesses attract visitors, convert leads, and close customers through a unified suite of tools for marketing, sales, customer service, and content management.

This integration will automatically populate your HubSpot account with the name and email of users who ask your AI Chatbot to connect them to a Live Agent. You can then use the information for your email marketing campaigns and other sales efforts.

To integrate HubSpot into your AI Chatbot:

  1. Select the HubSpot icon under "Select Integration."

  2. Click The "Configure" button in the "Select Integration" page will let users configure the information of the platform they selected. The "Select Integration" page within the AI Chatbot creation process can assign the AI Chatbot to get user data from their conversations and store them in a selected integration platform: HubSpot, Email, or Google Sheets..

  3. Enter your Access Token. This is your HubSpot API Key, which you can obtain by following these instructionsarrow-up-right.

  4. Click "Next" in the context of Select Integration > HubSpot > Configure > Customize Integration will integrate the HubSpot Access Token into the AI Chatbot. .

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Only the user's names and emails will be added to your HubSpot account

Please note that, at this time, the Captivate Chat HubSpot Integration only captures the user’s name and email.

Any future improvements, such as support for custom forms, may be added in future updates and releases.

Once you're done placing your integration, click If you made it to the "Select Integration" page of the AI Chatbot creation process, leave it be and click "Update AI Chatbot" to finish the AI Chatbot creation process. to finish the AI Chatbot setup.

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