CRM

Stanza
Mitglied

Have HubSpot bot appear in Chat for Microsoft Teams as opposed to Teams

lösung

Hi all,

 

I have Teams integration and I have configured a workflow to show alerts in a Teams channel.

 

This is working fine however, I would like the message to appear in the main Chat window where all the other users as well as group chats.

 

This is so that the suers don't have to navigate to the Teams section to action alerts and stay within the main chat window which provides an easier collaboration experience.

 

Is this possible to move the Hubspot bot to appear in the Chat section of Teams ?

0 Upvotes
2 Akzeptierte Lösungen
himanshurauthan
Lösung
Vordenker/-in | Elite Partner
Vordenker/-in | Elite Partner

Have HubSpot bot appear in Chat for Microsoft Teams as opposed to Teams

lösung

Hi @Stanza

 

To set this up, you'll need to configure your inbox channel where you'll manage the chat. Once the inbox is ready, you can assign incoming chats to different teams or individuals, ensuring that the right people handle each conversation. This helps streamline your communication and keeps everything organized.

screenshot-app.hubspot.com-2024.08.22-16_58_19.png

 

Best regards!

 

Did this post resolve your question? If so, please help the community by marking it as the accepted solution.

Digital Marketing & Inbound Expert In Growth Hacking Technology

Lösung in ursprünglichem Beitrag anzeigen

trevordjones
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Have HubSpot bot appear in Chat for Microsoft Teams as opposed to Teams

lösung

Hi @Stanza and thanks for the tah @kennedyp !

 

Please see the attached knowledge base article for instructions on setting this up.  Note that it is imperative that you select the full install of the integration to accomplish this, so if you did not you may need to remove and reinstall the integration.

 

Hope this helps!

- Trevor
If my post solves your problem, please accept it as a solution.

Lösung in ursprünglichem Beitrag anzeigen

4 Antworten
Stanza
Mitglied

Have HubSpot bot appear in Chat for Microsoft Teams as opposed to Teams

lösung

Thanks for the link but it doesn't look like but sure if it solves my problem.

Will these messages land in the Chat section of Micrososft teams where I can nomimate which group chat for the message to appear in ?

Stanza_0-1724803955930.png

At the moment I have it set up so that messages appear under the Teams section and not the Chat

Stanza_1-1724803996461.png

 



 




0 Upvotes
himanshurauthan
Lösung
Vordenker/-in | Elite Partner
Vordenker/-in | Elite Partner

Have HubSpot bot appear in Chat for Microsoft Teams as opposed to Teams

lösung

Hi @Stanza

 

To set this up, you'll need to configure your inbox channel where you'll manage the chat. Once the inbox is ready, you can assign incoming chats to different teams or individuals, ensuring that the right people handle each conversation. This helps streamline your communication and keeps everything organized.

screenshot-app.hubspot.com-2024.08.22-16_58_19.png

 

Best regards!

 

Did this post resolve your question? If so, please help the community by marking it as the accepted solution.

Digital Marketing & Inbound Expert In Growth Hacking Technology
kennedyp
Community-Manager/-in
Community-Manager/-in

Have HubSpot bot appear in Chat for Microsoft Teams as opposed to Teams

lösung

 Hey @Stanza -- thanks for your question. Sounds like you are trying to get HubSpot conversations to show in the Chat section of Teams. Let's invite some integration experts to see if they are aware of any options! @karstenkoehler, @trevordjones, @MatthiasWeber any insight as to if this is possible? 

 

 

Best, 
Kennedy 😊


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trevordjones
Lösung
Trendsetter/-in | Diamond Partner
Trendsetter/-in | Diamond Partner

Have HubSpot bot appear in Chat for Microsoft Teams as opposed to Teams

lösung

Hi @Stanza and thanks for the tah @kennedyp !

 

Please see the attached knowledge base article for instructions on setting this up.  Note that it is imperative that you select the full install of the integration to accomplish this, so if you did not you may need to remove and reinstall the integration.

 

Hope this helps!

- Trevor
If my post solves your problem, please accept it as a solution.