How to set up chatbot in Hubspot?
Posted: Sat Jan 25, 2025 6:34 am
First, we will go into our account, to the “ conversations ” menu and click on “ Chatflows ”
chatbot hubspot
Secondly, we will click on the orange button “ create chatflow” and a series of options will appear:
Welcome to visitors: This is the so-called “ Livechat ” which is not the subject of this post, as it is a live chat run by a physical person.
Bot to qualify sales opportunities: This is the option we would choose based on what we are discussing in this article.
Meeting scheduling bot: This chatbot can be useful when our main objective is to close a meeting with the prospect. It is very useful in B2B businesses.
Technical support bot: This is mainly germany email list aimed at resolving technical queries or creating tickets for the company's technical team. This would be useful in a technology or software company.
As we have said, in this article we will focus on the Bot to qualify sales opportunities . Therefore, we will click on this option and say “next”.
Here we will see a screen to start designing our chatbot with some default questions:
Hubspot chatbot setup
The chatbot will always have to include a welcome message (which will be the one the prospect sees when entering the page), a second message (where it is recommended to ask for the name) and some questions that we will later configure based on the prospect's answers.
But the first thing we will do is name our bot and configure its colors so that it is consistent with our company's identity.
To do this, we will go to the menu again and click on “Conversations” - Inbox.
Here we will see the panel with all the conversations that will be generated once the bot is active and that we can review whenever we want.
To give our bot an identity, we will have to go to the bottom left and click on the wheel . Once there, we will click on “ Chat ”. This screen will appear:
Color: we will enter the corporate color of our company.
Placement: gives us the option to insert it to the right or left of our website.
Hubspot branding: we can activate whether we want the Hubspot logo to appear on our chatbot or not.
Availability: Here we can configure when we want the chatbot to be active (during working hours, according to the team members' schedules, always, or you can also configure it custom).
Options: here we will insert the email of the person to whom we want notifications, tasks, etc. to be sent. In short, the email of the person who will be in charge of managing the chatbot and the conversations.
Tracking code: This code is used to insert the Hubspot chatbot on client pages that do not use the Hubspot CMS , since on those that do use it, it will be activated automatically.
chatbot hubspot
Secondly, we will click on the orange button “ create chatflow” and a series of options will appear:
Welcome to visitors: This is the so-called “ Livechat ” which is not the subject of this post, as it is a live chat run by a physical person.
Bot to qualify sales opportunities: This is the option we would choose based on what we are discussing in this article.
Meeting scheduling bot: This chatbot can be useful when our main objective is to close a meeting with the prospect. It is very useful in B2B businesses.
Technical support bot: This is mainly germany email list aimed at resolving technical queries or creating tickets for the company's technical team. This would be useful in a technology or software company.
As we have said, in this article we will focus on the Bot to qualify sales opportunities . Therefore, we will click on this option and say “next”.
Here we will see a screen to start designing our chatbot with some default questions:
Hubspot chatbot setup
The chatbot will always have to include a welcome message (which will be the one the prospect sees when entering the page), a second message (where it is recommended to ask for the name) and some questions that we will later configure based on the prospect's answers.
But the first thing we will do is name our bot and configure its colors so that it is consistent with our company's identity.
To do this, we will go to the menu again and click on “Conversations” - Inbox.
Here we will see the panel with all the conversations that will be generated once the bot is active and that we can review whenever we want.
To give our bot an identity, we will have to go to the bottom left and click on the wheel . Once there, we will click on “ Chat ”. This screen will appear:
Color: we will enter the corporate color of our company.
Placement: gives us the option to insert it to the right or left of our website.
Hubspot branding: we can activate whether we want the Hubspot logo to appear on our chatbot or not.
Availability: Here we can configure when we want the chatbot to be active (during working hours, according to the team members' schedules, always, or you can also configure it custom).
Options: here we will insert the email of the person to whom we want notifications, tasks, etc. to be sent. In short, the email of the person who will be in charge of managing the chatbot and the conversations.
Tracking code: This code is used to insert the Hubspot chatbot on client pages that do not use the Hubspot CMS , since on those that do use it, it will be activated automatically.