Home > How to integrate SnapEngage with HubSpot
Categories: Integrations & Plugins
(Last Updated On: February 14, 2018)
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.
First, log into your SnapEngage Admin Dashboard. In your Settings, click into the “Integrations” tab, then click on the HubSpot icon.
On the next screen, enter your HubSpot Portal Id.
You can find your HubSpot Portal Id here.
Next click on green button “Connect to my HubSpot Account”
You will see a pop-up window with HubSpot authentication, if you are not connected to HubSpot enter your credentials.
**If you do not get a pop-up, you may have a pop-up blocker on. You will want to allow pop-ups to finish configuration**
In the next screen, enable ‘Grant access’ and press ‘ok’.
Once access is allowed, if the connection is good you will see the word ‘Connected’ and your settings will be saved.
Select the method you prefer when updating Contact.
Select when you would like chat transcripts sent to your destination.
Enter an email address and select whether you would like to receive off line request, live chat transcripts, or both. You can have these sent to you by the visitor, or from SnapEngage.
**Be aware that if your visitor is chatting to you via Facebook, SMS to chat or WeChat, we will not be able to send the transcript through and create a contact unless you get the email address from the visitor, as this is a Hubspot requirement.**
You can configure custom field mappings to populate data in your HubSpot system with details from SnapEngage.
In this example, you can see 5 different custom mappings to HubSpot Properties.
Mappings 1,2 – are simple text values to Lifecycle Stage Property in HubSpot. The first mapping will set Lifecycle stage as “subscriber” for offline messages. The second mappings will set Lifecycle stage as “lead” for Live chats. Please note that the words “subscriber” and “lead” must be lowercase for this to work.
Lifecycle Stage is a commonly used Hubspot field and the five available stages you can use for this mapping are subscriber, lead, marketingqualifiedlead, salesqualifiedlead and opportunity.
Be sure to hit save!
Published January 15, 2013
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