Overview: the WhosOn HubSpot integration


As part of its rich suite of integrations, WhosOn offers native support for HubSpot CRM. So, you can enrich HubSpot with data from your live chat conversations.

Via the handy HubSpot integration, WhosOn smoothly feeds chat contacts and their associated transcripts to your CRM. The result is a connected tech stack with fluid information syncs.

Here’s a brief overview of the WhosOn HubSpot integration in action.

At a glance 👀

Our integration with HubSpot allows you to:

  • ✔️ Create new HubSpot contacts directly through chat sessions
  • ✔️ Update existing HubSpot records with any fresh conversational data
  • ✔️ Enjoy effortless, pre-populated CRM submissions – no manual data entry
  • ✔️Augment records with detailed chat transcripts stored against records
  • ✔️Auto-send URLs to your new or updated HubSpot records back to WhosOn logs
  • ✔️Get all this data exchange seamlessly and in seconds, via a rich integration

A closer look 🔎

So, what do these features look like in practice? We’ve pulled out a few highlights.

✔️ Integrate chat data with HubSpot

Use your live chat sessions to create new HubSpot contacts. All it takes is a few quick clicks from inside your WhosOn chat app. No switching between platforms, and no need to copy-paste data.

✔️ Keep your CRM records current

As well as adding new HubSpot contacts, WhosOn will also update existing ones. So, anytime a customer or lead returns to chat, you can seamlessly push that fresh data to the right HubSpot record.

✔️ Save time on manual data entry

WhosOn will auto-populate your CRM submissions with data retrieved from each chat session. So, you don't have to search the conversation to find and type out contact information. It's all automatically pulled in for you.

✔️ Get all your information in one place

Your chat transcripts contain valuable customer information. So, you don't want it stuck in a silo. That's why WhosOn automatically stores chat transcripts against your HubSpot contacts, to enrich your records.

✔️ Give intelligent support

Inform future chat sessions by syncing HubSpot data back to WhosOn. Any URLs to your new or updated HubSpot records are pushed back to WhosOn and logged against the visitor's record. So, it's that bit easier to give smart, informed service.

Try the HubSpot integration for yourself

To see this feature in action, start your free trial of WhosOn today.

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Before we start work on your chat project, we need to take the time to understand your business and its goals. Then, we can recommend next steps, start planning any custom work and get you set up with a free trial.

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