HubSpot

Connect HubSpot and shoppers who leave their email in the chat become contacts. Go to Integrations > HubSpot. On Growth and Pro, for Shopify and custom website stores. Each store has its own connection.

What it does#

• A contact for each email. When a shopper leaves their email for your team, gives it to the assistant or confirms a newsletter signup, the contact is created in HubSpot. If the email is already a contact, it's found, and its name is never overwritten.
• A note on the contact says how the email was given and links to the conversation in your dashboard.
• Source and store. Contacts get two fields: Any Store AI source (Any Store AI chat) and Any Store AI store (your store's name).

Contacts are sent in the background, usually within a few minutes. Test chats are never sent.

Connect#

1. 1

   In HubSpot, create a private app

   Give it the scopes below and copy its access token.

2. 2

   In Any Store AI, go to Integrations > HubSpot and paste the token. We check it with HubSpot before saving it.

Without the optional scope, the source and store are written in the note instead.

Log finished chats#

Turn on Log finished chats to add each finished chat to the contact as a note, with a short transcript and the shopper's rating. A chat counts as finished when nobody has written for 30 minutes. It only covers chats where the shopper's email is known, from the moment you turn it on.

If something goes wrong#

• Needs attention means HubSpot stopped accepting the token, or a scope was removed. Fix it in HubSpot and select Check connection, or paste a new token.
• If HubSpot is busy or down, we try again a few times over the next hours.
• Disconnecting stops new contacts. Contacts and notes already in HubSpot stay.