How to integrate Chat Plus with HubSpot to automatically create a contact in HubSpot when a chat is initiated in Chat Plus

Step 1: Register Chat Plus and HubSpot as My Apps

First, register the apps you will use as My Apps.
By registering them in advance, you can smoothly proceed with the subsequent automation flow settings.

To register as My Apps, click "My Apps" on the left side of the Yoom screen, and then click "+ New Connection" on the right side of the screen.

[Register Chat Plus as My App]

Enter Chat Plus in the search window and select Chat Plus from the displayed options.
Once you transition to the screen below, enter the "Account Name" of the account you want to link and enter the "Access Token".
* For the access token, enter the API token issued from here. After setting the "Password" on the API token issuance screen, click "Issue API Token" to display the API token in red text.

[Register HubSpot as My App]

Enter HubSpot in the search window and select HubSpot from the displayed options.
Once you transition to the screen below, click "Sign in to your HubSpot account" and log in with the account you want to link.

If Chat Plus and HubSpot are displayed in My Apps, registration is complete!
Copy the template from the banner below and proceed with setting up the automation flow. Click "Try it" to copy.

Step 2: Set Up Chat Plus Trigger

First, configure the trigger settings for Chat Plus.
Click on "When chat starts" below.

After transitioning to the screen below, make the following settings and click "Next".
・Title: Can be changed as needed
・App: Select Chat Plus
・Account information to integrate: Select the account you want to integrate
・Trigger action: Select "When chat starts"

Next, configure the reception settings for the app trigger's Webhook event.
Copy the Webhook URL below and follow the steps on this page to set it up from the Chat Plus management screen.

Once the setup is complete, run "Test" and save it if successful.

Step 3: Set Up HubSpot Action

Next, configure the action settings for HubSpot.
Click on "Create contact" below.

After transitioning to the screen below, make the following settings and click "Next".
・Title: Can be changed as needed
・App: Select HubSpot
・Account information to integrate: Select the account you want to integrate
・Trigger action: Select "Create contact"

Next, configure the API connection settings.
Click on the input field for each item to display the output obtained from Chat Plus. Use the output to set the appropriate values.

Once the setup is complete, run "Test" and save it if successful.

Step 4: Turn On the Trigger and Verify Operation

All settings are now complete! Turn the trigger "ON" and verify the operation.

Thank you for completing the setup!

By utilizing Yoom, you can easily achieve this automation setup without needing complex programming knowledge.
Try using the flowbot templates below to experience the improvement in operational efficiency through automation and the ease of automation setup with Yoom.

Other Automation Examples Using Chat Plus and HubSpot

There are many other examples of automation using Chat Plus and HubSpot at Yoom, so let me introduce a few.

1. When a ticket is created in Chat Plus, generate the response content with Dify and notify Chatwork

This is a flow where, when a ticket is created in Chat Plus, the response content is automatically generated with Dify and automatically notified to Chatwork.
By automatically generating the response content, the speed of customer response increases, which can also improve customer satisfaction. Additionally, since it is automatically notified to Chatwork, internal communication becomes smoother, and internal collaboration is strengthened.

2. Add a New Contact to the SendGrid Contact List When a Chat Starts in Chat Plus

This flow automatically adds a new contact to the SendGrid contact list when a chat starts in Chat Plus.
It reduces the risk of human errors such as input mistakes or omissions during manual registration, allowing for accurate follow-ups to be conducted smoothly.
By reducing the manual workload, resources can be allocated to other tasks, which is expected to improve operational efficiency.

3. Register Contacts in HubSpot from Signature Information of Emails Received in Gmail

This is a flow to automatically register contacts in HubSpot from the signature information of emails received in Gmail.
Manually registering contacts in HubSpot takes time for each entry, which is inefficient. Additionally, if you are processing a large volume of emails daily, it can be very time-consuming.
By automating this manual task, you can spend more time on other activities such as customer follow-up and preparing new projects. It will also prevent human errors such as transcription mistakes and improve data accuracy.

Benefits of Integrating Chat Plus with HubSpot

Benefit 1: Streamlined Operations through Smooth Customer Information Retrieval

When a chat starts in Chat Plus, customer information is automatically added to HubSpot, making subsequent actions smoother.
For example, sales and support teams can check the customer's basic information and past interactions before starting a conversation, allowing them to provide optimal responses. This leads to efficient and high-quality support, potentially improving customer satisfaction.
In chats with new customers, understanding their name and inquiry details becomes smoother, reducing customer wait times and facilitating smoother follow-ups.
Additionally, centralized management of customer information in HubSpot makes it easier to share the latest information internally, strengthening inter-departmental collaboration.
The integration of Chat Plus and HubSpot not only eliminates the hassle of manual input but also prevents data leaks and input errors, improving operational efficiency and data accuracy.

Benefit 2: Reduction of Human Errors through Decreased Manual Work

Every time a chat with a customer starts, their information is automatically registered in HubSpot, eliminating the need for manual input and allowing focus on other tasks like customer follow-up. The time previously spent on manual customer registration can now be used for support tasks, potentially increasing the number of customers handled in a day and improving operational efficiency.
Manual registration of customer information carries risks of input errors and registration omissions, which are human errors. Automating the registration process reduces these risks, enhancing data accuracy and allowing consistent customer data accumulation.
Improved accuracy of customer information ensures that accurate data is reflected in customer interactions, ultimately leading to increased customer satisfaction and corporate trust.

Benefit 3: Optimization of Customer Support

Automatic registration of customer information in HubSpot allows accurate information to be smoothly shared with representatives, enabling quick and effective support, thereby optimizing customer interactions. Representatives can efficiently review past interactions and history, quickly planning the next steps for customer support, which is expected to enhance customer satisfaction.
For instance, customer support teams can swiftly grasp questions or support content related to products previously purchased by customers, providing optimal solutions smoothly. Sales representatives can accurately understand past issues faced by customers and proposals received, efficiently planning the next approach based on accurate information, leading to appropriate customer engagement.
Optimized customer support through the integration of Chat Plus and HubSpot is likely to enhance customer satisfaction and corporate trust.

Conclusion

The integration of Chat Plus and HubSpot streamlines the registration and management of customer data, not only improving operational efficiency but also enhancing the quality of customer follow-up.
Handling customer information is a crucial task where human errors can lead to significant losses. Therefore, it's essential to prevent avoidable human errors as much as possible.
Registering contacts in HubSpot when a chat starts in Chat Plus can be automated using Yoom. This automation is expected to support not only the reduction of human errors but also the improvement of internal performance through enhanced operational efficiency.
The integration of Chat Plus and HubSpot introduced here can be easily automated without programming knowledge by utilizing Yoom. Please refer to this article to set up automation and experience improvements in operational efficiency and internal performance.