Interacting with customers in real-time is a critical aspect of running an online business. A proven method of accomplishing this is by incorporating a live chat on your website. This guide will walk you through the steps of integrating HubSpot’s live chat feature, resulting in a better customer experience and improved conversion rates.
Pre-requisites
Before you begin, ensure you have the following:
- A HubSpot account
- Your website set up
Step 1: Navigate to HubSpot settings
Sign in to your HubSpot account and navigate to your account settings. You can locate this by clicking on the settings icon located on the main navigation bar.
Step 2: Go to Chatflows
Under settings, find the “Conversations” option in the left sidebar, then click on “Chatflows”. Here, you’ll find options for both live chat and bots.
Step 3: Create a New Chatflow
Now, it’s time to create a new chatflow. Click on the “Create chatflow” button on the right.
Step 4: Choose ‘Website’
HubSpot will prompt you to choose where you want your chatflow to appear. For this guide, select the ‘On your website’ option.
Step 5: Customize Your Chat
Now, you can customize the appearance and behavior of your live chat. You can choose your team, select when and where your chat will appear, and even personalize the greeting message.
Step 6: Install the HubSpot Tracking Code
For the live chat to work on your website, you need to install the HubSpot tracking code. If you haven’t done so, navigate to “Tracking Code” under “Website Settings” and follow the instructions.
Step 7: Add the Tracking Code to Your Website
You can add the tracking code to your website by placing it just before the closing tag on every page you want to track.
<script type="text/javascript" id="hs-script-loader" async defer src="//js.hs-scripts.com/your_hubspot_portal_id.js"></script>
Note: Replace “your_hubspot_portal_id” with your actual HubSpot Portal ID.
Step 8: Publish Your Chatflow
Finally, after customizing your chatflow, click on “Publish” in the top right corner. In a few minutes, the HubSpot live chat should appear on your website.
With this, you have successfully added HubSpot’s live chat to your website, enabling real-time conversations with your visitors and customers. This feature can significantly help improve your customer service, engagement, and overall user experience.
