Setting Up HubSpot
To integrate Hubspot with AmplifyReach Chatbot Platform
- Goto AmplifyReach Dashboard -> CRM -> HubSpot
- Goto Configuration tab
- Click “Connect to HubSpot”
- HubSpot Login screen will be shown. Add your HubSpot credentials.
- After successfully login in to your HubSpot account. You will able to see your multiple accounts list. You have choose account from list.
- You will be redirected to message page. Your integration is completed.
How to view Tickets
- Login to your Hubspot account.
- After successful login, you will get redirected to the following screen.
- Click on Contacts from the top Navigation Bar.
- Click on contact to view the ticket created for that contact. If you are unable to see tickets goes to Filter activity > INTEGRATIONS and tick AmplifyReach.
- Click on ‘View Chat Transcript’ to see the transcript.