CRM

R-Moussa
Mitglied

Authenticating users using Chatbot and HubSpot CRM.

Hello,

 

I need to create a chatbot to chat with our website visitors. At some point(s) in the conversation I'll need to authenticate the users against HubSpot CRM, how can I do that?

0 Upvotes
3 Antworten
MrJustinGivens
Stratege/Strategin | Gold Partner
Stratege/Strategin | Gold Partner

Authenticating users using Chatbot and HubSpot CRM.

@R-Moussa During the chatbot you'll want to ask for their email address and name.

 

Once you ask for the email address, HubSpot will try and match it to your CRM data. 

 

If there's no match, the conversation integration will prompt you to create a contact record.

 

Let me know if you have any follow-up questions.









R-Moussa
Mitglied

Authenticating users using Chatbot and HubSpot CRM.

Thank you v. much for the help. Can I authenticate the user using something
else other than the username and email address, serial number for example?
Especially if I want this chatflow to help current clients only.
0 Upvotes
Ron_GG
Mitglied

Authenticating users using Chatbot and HubSpot CRM.

This is an older thread, but it is high in search results so I wanted to list the answer. I realize you probably found the answer elsewhere by now.

 

You will need to use the Visitor Identification API and tie it into your internal authentication. Pass the visitor token you generate along with the chat session for Hubspot to detect the authenticated profile.

 

Ref: https://developers.hubspot.com/docs/api/conversation/visitor-identification

0 Upvotes