Thunai Chat Agents – HubSpot Workflow Integration Guide

Key Feature

• Conversation summaries are seamlessly sent to HubSpot:
  • By creating new contacts if not found.
  • Or by updating existing contacts with new conversation data.

Workflow Integration for Chat Agents

Step 1: Enable Workflow in HubSpot

1. Navigate to the Application section.
2. Locate and open the HubSpot app.
3. Enable the Allow Workflow toggle.
4. Click Save to apply the changes.

Step 2: Create a Chat Agent

1. Go to the Chat Agents menu.
2. Click Create Chat Agent.
3. Fill in all mandatory fields as per your requirements.
4. Click Save to create the chat agent.

Step 3: Configure Workflow for the Chat Agent

1. Open the Chat Agent you created.
2. Navigate to the Workflow section.
3. From the Application dropdown, select HubSpot.
4. Choose the HubSpot accounts where conversation summaries should be sent.
5. Click Save to apply the settings.

Step 4: Verify Integration

• Once configured, all conversations handled by the chat agent will be automatically sent to the mapped HubSpot account.
• Verify that the messages are being correctly logged in HubSpot under the respective contacts.

Step 5: Activate the Chat Agent Beacon

• Open the chat agent beacon.
• Once the beacon is active:
  • If the contact does not exist in HubSpot, a new contact will be created, and the conversation summary will be attached.
  • If the contact already exists, the system will update the existing contact with the new conversation summary.