HubSpot contacts beside every support conversation
Sellio looks the customer up in HubSpot by email and shows the contact in the conversation's details panel. Create the contact when it is missing and log the conversation to HubSpot as a note, so sales sees what support heard.
What you can do with HubSpot
Know who you are talking to
The HubSpot contact appears beside the conversation, matched by the visitor's email, so nobody switches tabs to check.
Create the contact in one click
A new lead from chat or email goes into HubSpot from the details panel, without retyping their details.
Log the conversation as a note
Send the conversation to the contact's timeline, or turn on logging so every resolved conversation is saved there.
How it works
- 1
Connect HubSpot
An owner or admin opens Settings, Integrations and signs in to HubSpot.
- 2
Choose automatic logging
Decide whether resolved conversations are logged to HubSpot on their own or only when an agent asks.
- 3
Work from the inbox
Open a conversation and the HubSpot card in the details panel shows the contact, with Create and Log actions.
Coming soon. HubSpot is built and shows as Coming soon in the dashboard while we finish its production setup.
HubSpot integration FAQ
It puts the customer's HubSpot contact next to the conversation and writes support history back to HubSpot.
Contact lookup: Sellio finds the HubSpot contact by the visitor's email address. Create contact: add a missing contact to HubSpot from the conversation. Log as note: save the conversation on the contact, by hand or automatically when it is resolved.
See how Sellio keeps contacts beside every conversation.
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