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How to connect HubSpot and LiveChat
Create a New Scenario to Connect HubSpot and LiveChat
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a HubSpot, triggered by another scenario, or executed manually (for testing purposes). In most cases, HubSpot or LiveChat will be your first step. To do this, click "Choose an app," find HubSpot or LiveChat, and select the appropriate trigger to start the scenario.
Add the HubSpot Node
Select the HubSpot node from the app selection panel on the right.
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Add the LiveChat Node
Next, click the plus (+) icon on the HubSpot node, select LiveChat from the list of available apps, and choose the action you need from the list of nodes within LiveChat.
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Authenticate LiveChat
Now, click the LiveChat node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your LiveChat settings. Authentication allows you to use LiveChat through Latenode.
Configure the HubSpot and LiveChat Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the HubSpot and LiveChat Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring HubSpot, LiveChat, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the HubSpot and LiveChat integration works as expected. Depending on your setup, data should flow between HubSpot and LiveChat (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect HubSpot and LiveChat
LiveChat + HubSpot + Slack: When a new chat is initiated in LiveChat, a contact is created or updated in HubSpot with the chat details. Then, a notification is sent to a designated Slack channel to alert the sales team about the new potential lead.
LiveChat + HubSpot + Google Sheets: When a LiveChat chat is deactivated, the transcript details and associated HubSpot contact information are added as a new row in a specified Google Sheet for reporting and analysis.
HubSpot and LiveChat integration alternatives
About HubSpot
Sync HubSpot contacts, deals, and marketing data with other apps in Latenode for automated workflows. Update records, trigger email sequences based on behavior, or generate reports. Use Latenode’s visual editor and affordable pricing to build complex, scalable marketing automation without code or per-step fees. Connect to CRMs, databases, and analytics tools.
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About LiveChat
Integrate LiveChat into Latenode to automate support workflows. Route chats based on keywords, tag conversations, or trigger automated responses. Connect LiveChat data to other apps (CRM, databases) for unified insights. Simplify complex routing and ensure agents have context – all visually, and without code.
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FAQ HubSpot and LiveChat
How can I connect my HubSpot account to LiveChat using Latenode?
To connect your HubSpot account to LiveChat on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select HubSpot and click on "Connect".
- Authenticate your HubSpot and LiveChat accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create HubSpot contacts from new LiveChat conversations?
Yes, you can! Latenode allows you to automate contact creation. Benefit from real-time lead capture and improved data consistency across HubSpot and LiveChat.
What types of tasks can I perform by integrating HubSpot with LiveChat?
Integrating HubSpot with LiveChat allows you to perform various tasks, including:
- Automatically creating new HubSpot contacts from LiveChat transcripts.
- Updating HubSpot contact properties based on LiveChat interactions.
- Sending personalized follow-up emails via HubSpot after a LiveChat session.
- Triggering HubSpot workflows based on LiveChat conversation events.
- Adding LiveChat conversation data to HubSpot contact timelines.
What HubSpot data can I access and manipulate within Latenode?
You can access and modify contacts, deals, companies, and custom objects within Latenode using HubSpot's API, enabling tailored automation.
Are there any limitations to the HubSpot and LiveChat integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Historical LiveChat data might require custom scripting for import.
- Complex HubSpot workflows might need JavaScript for advanced logic.
- Rate limits from HubSpot's API can affect high-volume data processing.
