Integrating Hubspot with Freshchat enables you to keep your support and sales teams up to date.
This integration allows teams to easily access contacts and deal with information from Hubspot CRM within Freshchat through the Hubspot CRM app.
Once installed, agents can perform the following tasks without leaving Freshchat:
1. Access Hubspot CRM contacts, companies and deals
2. Create new contact from a conversation, if they’re not in Hubspot
3. Create a new deal from a conversation
4. View deals associated with a contact
5. View contact lists associated with a contact
1. After installing Hubspot, you will be redirected to the Hubspot page where you need to authenticate with your Hubspot account.
2. Once you are successfully authenticated, you will be redirected back to Freshchat
You are now good to go!