Syncing Chats to Hubspot

Warmly enables your team to sync chats to your Hubspot instance. These toggles are available within Warmly's Chat tab (Settings & Brand).

With the first toggle, 'Sync chat contacts to Hubspot', Warmly is able to create a Hubspot contact if no contact or contact exists yet for the individual who engaged with your chat. We will add an activity on the Activity Timeline with the full chat transcript.

For Hubspot, Warmly can only create a contact if we also have the company information. Either the company must already exist in your CRM, OR Warmly identified the company, Warmly creates the account/company, then Warmly can create the contact.

Chat conversations themselves will be synced back to the individual contact record as described above.

Within Chat, you can ask Prospects for their email address as a way to identify who is on your site. Most customers sync Prospect emails back to their Hubspot as you can see below.

How do you find these contacts in Hubspot?

If you want to compile a list of all chats that have been gathered via Chat form (above), you can add the filters of "Warm'y created" + "Warmly: Identification Source" equals "Inbound Chat Form" (see below)

This will show you a list of all prospects who have entered their email into the chat form.

This article was written by the Customer Success team at Warmly. Please feel free to reach out to your CSM directly or [email protected]