HubSpot

Instruction for HubSpot Integration

1. Login into REVE chat.
2. Navigate to the integration menu(green box) using the left nav bar. Then click the integration tab(blue box) and scroll down till you find HubSpot from the list . You can use the filter option at the top of the page(purple box) to search your preferred application by type or name.
3. Click integrate. After clicking the integrate button a new side menu will appear. In that menu you have to click the connect button to start linking your HubSpot account.
4. A new pop-up will appear to connect your desired HubSpot account. Note that you need to be logged-in to your HubSpot account or you would be prompt to login to your HubSpot account.
5. After selecting the account, you will need to provide permission to REVE chat to send data to your HubSpot account
6. After successful integration, you will see checkbox how you want to create ticket after a successful chat by checking them and clicking “Save”.

Benefits

• Integrating Live chat plugin in HubSpot CRM helps live chat agents in passing customer information to customer database effortlessly.
• Location information of the website visitor can be accessed by customer service agent from REVE Chat dashboard. Agents can use this information to provide exclusive deals to customers.
• An agent can also access the information about customer last purchase and other patterns. They can use this information to provide better offers to your customers hence more average deal value.
• When addressing a new chat request, a customer service agent will be able to access issues raised by the customer. Therefore, an agent will be able to answer the customer before they may even ask.
• People prefer to talk to a person rather than an email. Live chat gives your website a human touch which increases the chances of customer engagement. This also gives you more leads in you Sales funnel.