I have a pretty nice little chat setup, and its fine as long as I just stick to canned answers. I'd love to use it to capture an email for a quick reply, but can see no way to get alerted to the fact that someone has provided their name and email or phone # in the chat. I have been through all of the notification settings, but you cannot assign chats to anyone, so they make no sense. I have tried to contact support, but they don't seem to know either. (as is typical of HubSpot).
Is there a way to send an email to my customer service team to let the know that a contact has just asked to be contacted from the chat?
Seeing as your post is tagged professional you would have access to workflows. You could utilize workflows to trigger notifications in Hubspot, to an external platform like Slack or Teams, or to email. I've set this up in plenty of instances.
Thanks, with all of the mentions of tickets and inboxes and assigning chats, it turns out that a workflow is the only way to actually create a notification. There is no documentation on how to do this of course, but using the AI feature came up with a solution, use Property name is Record source and New value: Record source is any of Bot Chatflow or Conversations.
It won't create new leads or update existing contacts, but at least I can get a notification and see the details in the Inbox and decide what to do next.
Thanks, with all of the mentions of tickets and inboxes and assigning chats, it turns out that a workflow is the only way to actually create a notification. There is no documentation on how to do this of course, but using the AI feature came up with a solution, use Property name is Record source and New value: Record source is any of Bot Chatflow or Conversations.
It won't create new leads or update existing contacts, but at least I can get a notification and see the details in the Inbox and decide what to do next.
Workflows can take you in literally an infinite direction of possibilities based on your needs. The only documentation would likely be within the Hubspot Academy for that reason. As your business is growing you may be at a point where adding an ops role may make sense to help you get more out of a system like Hubspot.
For instance, typically for a workflow you wouldn't create contacts as only 1 contact submitted the form and unless you are capturing additional data, you wouldn't have anything to create. But you can certainly update or perform modifications to that record to make sure it's properly assigned, has all the necessary data points, etc. If you needed to talk through any of this or discuss in further detail I would be happy to connect.
Thanks, you are 100% correct that assistance is a good idea. I inherited HubSpot when I took this role and often scratch my head as to why they do things the way they do.
Seeing as your post is tagged professional you would have access to workflows. You could utilize workflows to trigger notifications in Hubspot, to an external platform like Slack or Teams, or to email. I've set this up in plenty of instances.
