CRM

R-Moussa
Member

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?

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MrJustinGivens
Top Contributor | Partner
Top Contributor | 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.










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R-Moussa
Member

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.
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