Home > Tag Archives: Hubspot

Fields mapped to HubSpot by default

About This Article

The purpose of this article is to provide a comprehensive overview of fields mapped to HubSpot by default.

 

The HubSpot integration updates a HubSpot Contact with two pieces of information by default: name and email.  We also send a copy of the transcript and the transcript URL to the Contact timeline. There are a few other …

READ FULL ARTICLE

SnapEngage-HubSpot Timeline Integration for Salesforce Users

About This Article

The purpose of this article is to provide a comprehensive overview of how to use the HubSpot Timeline Integration for Salesforce Users.

The SnapEngage-HubSpot integration allows you to automatically send live chat event data to a contact’s timeline within HubSpot. For HubSpot users who have a secondary integration from HubSpot to Salesforce, please follow these steps to

READ FULL ARTICLE

How do I assign an agent to new lead in HubSpot?

About This Article

The purpose of this article is to provide a comprehensive overview of how to assign an agent to new lead in HubSpot.

To assign an agent to the new lead in HubSpot after the first chat, follow the steps below:

  1. Make sure you have the HubSpot integration configured within your Admin Dashboard “Integrations” tab (under Settings):agent_mappings_1
  2. Go
READ FULL ARTICLE

How to integrate SnapEngage with HubSpot

About This Article

The purpose of this article is to provide a comprehensive overview of how t0 integrate SnapEngage with HubSpot.

You can configure SnapEngage to send chat transcripts and offline requests directly to HubSpot.

Follow the steps below to configure your HubSpot integration. Or check out an overview of HubSpot live Chat integration.


Step 1: Set up HubSpot

READ FULL ARTICLE

How to add the SnapEngage JavaScript to your Hubspot page

About This Article

The purpose of this article is to provide a comprehensive overview of how to add the SnapEngage JavaScript to your Hubspot page.

You can use the Raw HTML module to add custom HTML code to a web page. This allows you to add images, links from other sites, and other content, such as widgets and YouTube videos. …

READ FULL ARTICLE