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Setting up Hubspot for live chat

Setting up Hubspot for live chat

Find out how to integrate Hubspot for live chat support

HubSpot is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, content management, and customer service that offers a convenient live chat widget for users to implement on their site.

In order to integrate Hubspot as a live chat contact provider you need to provide a Widget Id.

Locating the Widget Id

  1. First, log into your Hubspot account
  1. Before you can create a live chat, connect a chat channel to the conversations inbox. The chat channel is where you can customize your team's availability and the appearance of the widget.
  1. In your HubSpot account, navigate to Conversations > Chatflows.
  1. In the upper right, click Create chatflow.
  1. Select Website.
  1. In the left sidebar, select the live chat option.
  1. Once you’re happy with your custom widget configuration, it’s time to install the live chat widget in HelpKit
  1. To locate your unique widget id, we need to look at the tracking code snippet.
  1. You can find your installation snippet under Tools > Inbox > Inboxes
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10. Locate and copy just the Widget Id without the .js appendix - just the number.

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11. In the HelpKit dashboard go to Settings/Integrations/Contact Integration

12. Select Hubspot

13. Enter the code in the Widget Id field

14. Optionally, you can also change the Region of your widget

15. Hit save

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16. Tada 🥳

 

If you are having trouble finding the App ID please refer to Hubspot's article on how to find it.

 
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IMPORTANT: Please don't forget to remove the original Javascript code you installed on your site for this provider. HelpKit automatically loads this for you so you don't need to load it manually yourself as well. Doing so will cause issues. If you passed custom settings or user properties to this provider via the original Javascript code and you are not sure whether they will be carried through to your HelpKit setup, then please contact us.
 
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Last updated on October 28, 2023

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