CRM

LVenegas
Participant

Bot searching for existing values in contact records

SOLVE

How can we have a bot that search a value that the client capture in a contact record ,? we need to get a propertie associated to a contact record by searching the value that the user capture into the bot.

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner

Bot searching for existing values in contact records

SOLVE

Hi @LVenegas,

 

Do you want to take different actions with you chatbot depending on the value of a contact property? If so, this can be done with an if/then branch:

 

karstenkoehler_0-1669354468189.png

 

Click If/then branch > Add if/then branch > change visitor's response to contact property.

 

If you want to use a value from a contact record in a message, use the Contact token option in text fields:

 

karstenkoehler_1-1669354567981.png

 

If that's not what you're looking for, please provide more context.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner

Bot searching for existing values in contact records

SOLVE

Hi @LVenegas,

 

Do you want to take different actions with you chatbot depending on the value of a contact property? If so, this can be done with an if/then branch:

 

karstenkoehler_0-1669354468189.png

 

Click If/then branch > Add if/then branch > change visitor's response to contact property.

 

If you want to use a value from a contact record in a message, use the Contact token option in text fields:

 

karstenkoehler_1-1669354567981.png

 

If that's not what you're looking for, please provide more context.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.