nov. 9, 2022 4:10 AM
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?
nov. 9, 2022 11:27 AM
@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.
nov. 9, 2022 12:53 PM