chat transcript added to contact

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Occasional Contributor

Does anybody know if there is a way to connect a chat transcript to a contact when you receive their email address? the chat doesn't show up in the contacts activity/tasks/email/notes/calls overview. It would be really helpful to have this.

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Regular Advisor

Hey @purdeyh 

 

The chat should show up on the contact record if you gather their email, maybe your filters aren't set up to show communications?

 

Here's it working:

 

Queston - Google Chrome 2019-05-02 09.33.44.png

 

Here's the filter you might need to enable:Queston - Google Chrome 2019-05-02 09.34.34.png

Chris Bryant | Your Dedicated HubSpot Expert

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Solution
Regular Advisor

Hey @purdeyh 

 

The chat should show up on the contact record if you gather their email, maybe your filters aren't set up to show communications?

 

Here's it working:

 

Queston - Google Chrome 2019-05-02 09.33.44.png

 

Here's the filter you might need to enable:Queston - Google Chrome 2019-05-02 09.34.34.png

Chris Bryant | Your Dedicated HubSpot Expert

View solution in original post

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Occasional Contributor

Many thanks, that was quite easy Smiley Very Happy

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