We currently use the email capture feature on our chat sessions if staff does not respond within 1 min. Is there a way to fire a conversion off if they leave an email address, and if so is there a way to limit this to only fire if the contact does not already exsist?
Can you please explain what do you mean by fire a conversion off I am expecting it to be ‘fire a conversation off’. And if it is so, then you can do those settings in your chatbot Here’s a quick loom video for you https://www.loom.com/share/84f8799f6bc547eeba3cb6c57dbfcfc8 You can easily acquire this 1st query if your team members are available 24/7 As for the 2nd query while creating chat flows (conversation > chaflows > qualify lead bots) When we ask the question for an email, it is a quick reply question that we ask
and if we put an if/ then branch we cannot filter whether this contact is already sitting in our CRM or not in the chatflow itself. For that we need an option that email is known, which is unfortunately not there.
So, unfortunately, this kind of functionality is currently not available for chat flows in HubSpot. If you strongly feel about this, I suggest you put this idea in the HubSpot community ideas section https://community.hubspot.com/t5/Ideas/ct-p/ideas Community managers will look into the matter.
Hope this helps! If we were able to answer your query, kindly help the community by marking it as a solution. Thanks and Regard.
Can you please explain what do you mean by fire a conversion off I am expecting it to be ‘fire a conversation off’. And if it is so, then you can do those settings in your chatbot Here’s a quick loom video for you https://www.loom.com/share/84f8799f6bc547eeba3cb6c57dbfcfc8 You can easily acquire this 1st query if your team members are available 24/7 As for the 2nd query while creating chat flows (conversation > chaflows > qualify lead bots) When we ask the question for an email, it is a quick reply question that we ask
and if we put an if/ then branch we cannot filter whether this contact is already sitting in our CRM or not in the chatflow itself. For that we need an option that email is known, which is unfortunately not there.
So, unfortunately, this kind of functionality is currently not available for chat flows in HubSpot. If you strongly feel about this, I suggest you put this idea in the HubSpot community ideas section https://community.hubspot.com/t5/Ideas/ct-p/ideas Community managers will look into the matter.
Hope this helps! If we were able to answer your query, kindly help the community by marking it as a solution. Thanks and Regard.