Tips, Tricks & Best Practices

ASilviuAdrian
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Customers Accounts

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Hello,

My issues is related to the chatbot options from Hubspot. The problem: there a few customers that are contacting us, but the system does not recognize them, ie:we can not see the name of the customer in the chat inbox, even though they exist in our datebase. What could be the problem?

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tverdokhlib1
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Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Customers Accounts

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Hey @ASilviuAdrian As I know, there is no easy way in HubSpot to recognize people via chatbot, but you can use the identify method to resolve this.

Anton Tverdokhlib,
HubSpot Expert | RevOps & CRM & Automation Consultant



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RClark2
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Member

Customers Accounts

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It seems like there might be an integration or data synchronization issue between your database and HubSpot's chatbot. Double-check that the customer data in your database is correctly synced with HubSpot. Also, review the settings and configurations for the chatbot to ensure it's properly linked to your customer database. If the problem persists, reaching out to HubSpot support could provide more insights.

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RClark2
Solution
Member

Customers Accounts

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It seems like there might be an integration or data synchronization issue between your database and HubSpot's chatbot. Double-check that the customer data in your database is correctly synced with HubSpot. Also, review the settings and configurations for the chatbot to ensure it's properly linked to your customer database. If the problem persists, reaching out to HubSpot support could provide more insights.

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RClark46
Member

Customers Accounts

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tverdokhlib1
Solution
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner

Customers Accounts

SOLVE

Hey @ASilviuAdrian As I know, there is no easy way in HubSpot to recognize people via chatbot, but you can use the identify method to resolve this.

Anton Tverdokhlib,
HubSpot Expert | RevOps & CRM & Automation Consultant



ASilviuAdrian
Member

Customers Accounts

SOLVE

Hello Pam,

Yes, we are using the chatbot feature. I think the best description is the one used by you, "existing customers that are not being associated", as they are using the same email address and should be recognised by the system, Hubspot. I am curios why this happens just for some random customers that are contacting us.

Thank you for your imput and message,
Androne

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PamCotton
HubSpot Alumni
HubSpot Alumni

Customers Accounts

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Hello, @ASilviuAdrian thank you for posting in our Community! 

Are you currently using our Chatbot feature here? When they are contacting you via chat, could you give us more details on "the system does not recognize them?" Are they existing customers that are not being associated? Are they using a different email address?  The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Thank you,

Pam