Reporting & Analytics

NCorliss
Participant

How to Track Conversions from HubSpot Chat

SOLVE

Hey All, 

 

How do I track conversions from HubSpot live chat?

 

We recently enabled live chat on our website, but I'm not seeing how to track the contacts who converted directly from the chat -- for example, they give us their email in the chat to subscribe to product updates. 

 

Hopefully, I'm missing something super obvious! Thanks for your help! 

0 Upvotes
1 Accepted solution
Gaurav_Aggarwal
Solution
Key Advisor

How to Track Conversions from HubSpot Chat

SOLVE

Hey @NCorliss 

 

There are a few reports you can try to analyze your live chat performance although this is not the clear answer to your question Click on the reports and create a report in the data source section select chats there you can see the available option to report on live chat: 

 

Gaurav_Aggarwal_0-1721813088374.png

 

To analyze the performance of Bot there is a different scenario you can directly click on the details tab as shown in the shot below: 

Gaurav_Aggarwal_1-1721813255577.png

 

 

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

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3 Replies 3
NCorliss
Participant

How to Track Conversions from HubSpot Chat

SOLVE

My goal is to see chats tracked like other conversions, e.g., 

  • First Conversion
  • Recent Conversion 
0 Upvotes
Gaurav_Aggarwal
Solution
Key Advisor

How to Track Conversions from HubSpot Chat

SOLVE

Hey @NCorliss 

 

There are a few reports you can try to analyze your live chat performance although this is not the clear answer to your question Click on the reports and create a report in the data source section select chats there you can see the available option to report on live chat: 

 

Gaurav_Aggarwal_0-1721813088374.png

 

To analyze the performance of Bot there is a different scenario you can directly click on the details tab as shown in the shot below: 

Gaurav_Aggarwal_1-1721813255577.png

 

 

Gaurav Aggarwal
CEO Truva AI | Hubspot Partner
HubSpot Expert, Key Advisor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

BérangèreL
Community Manager
Community Manager

How to Track Conversions from HubSpot Chat

SOLVE

Hi @NCorliss, I hope that you are well!

Great question, thanks for asking the Community!

To start with, I'd like to share this documentation that might be of interest: "Conversation chat widget SDK - Supported events".

I also checked for you and found these similar threads that might help you:

- The solution from @Jnix284 on this post "Conversions from chat bot"
- The solution from @derekcavaliero on this post "Hubspot Chat Tool: Recording Conversions in Analytics/Adwords"
 

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

I hope this helps! And please @NCorliss, let me know if there is anything else I can help with. I'll be delighted to do so!


Have a lovely day!

Best,
Bérangère


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