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ciri
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Chatflows setup checking if user is in the database first

resolver

How do you set up the chatflows so that it checks if a user chatting is an existing Contact (ie. via email address provided)? 

 

Objective is to send two different responses to a new user and if the user is a known contact, based on the email address they provided.

 

Thank you! Insights appreciated

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Josh
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Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Chatflows setup checking if user is in the database first

resolver

Hi @ciri,

 

Could you use the Visitor information and Behavior targeting? If the user is on one of your specific lists it would show a different chat than if they are unknown. 

Screenshot 2023-09-08 at 8.45.03 AM.png Here's a resource.




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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SophieHull
Membro

Chatflows setup checking if user is in the database first

resolver

To set up chatflows to check if a user is an existing contact, you typically need to integrate your chat system with your contact database or CRM. Once integrated, you can use conditional logic in the chatflow to check the provided email address against your database. If it matches an existing contact, you can trigger one response; otherwise, trigger a different response for new users. Specific implementation details would depend on the chat platform or software you're using, so consulting its documentation or support team may be necessary for precise instructions.

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ciri
Participante

Chatflows setup checking if user is in the database first

resolver

Hey Sophie, we're using HubSpot for all of these but I can't seem to make it work. Any chance you know of a resource I can look at for this? 

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Josh
Solução
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

Chatflows setup checking if user is in the database first

resolver

Hi @ciri,

 

Could you use the Visitor information and Behavior targeting? If the user is on one of your specific lists it would show a different chat than if they are unknown. 

Screenshot 2023-09-08 at 8.45.03 AM.png Here's a resource.




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

ciri
Participante

Chatflows setup checking if user is in the database first

resolver

Hey Josh! Thanks for this. Very helpful! We wanted only a specific question within a Chatflow to be different if they're a customer but it seems we have to create/duplicate the same Chatfow but with different Target instead to make it work. Appreciate the help! 

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