Ads

KMcClung
Miembro

Firing conversions from Chat event

resolver

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?

 

Thank you for any help or advice with this.

1 Soluciones aceptada
webdew
Solución
Guía | Partner nivel Diamond
Guía | Partner nivel Diamond

Firing conversions from Chat event

resolver

Hi @KMcClung ,

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

webdew_0-1640766309845.png

 


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.

webdew_1-1640766309800.png

 



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.

Ver la solución en mensaje original publicado

1 Respuesta 1
webdew
Solución
Guía | Partner nivel Diamond
Guía | Partner nivel Diamond

Firing conversions from Chat event

resolver

Hi @KMcClung ,

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

webdew_0-1640766309845.png

 


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.

webdew_1-1640766309800.png

 



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.