Integrate HubSpot CRM with Chatra

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Add visitors from your recent live chat conversations in Chatra as contacts in HubSpot CRM

Automatically add the visitor you just had a conversation with on your live chat app as a contact in your CRM. This flow adds the visitor you just had a conversation with on Chatra as a contact in HubSpot CRM.

How it works
1) A conversation takes place in Chatra.
2) Zoho Flow adds the visitor with whom you had a conversation with as a contact in HubSpot CRM.
Use this flow
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Add visitors from your recent live chat conversations in Chatra as contacts in HubSpot CRM

Chatra + HubSpot CRM

Build your own integrations between HubSpot CRM and Chatra

Connect HubSpot CRM and Chatra with over 900+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate HubSpot CRM and Chatra using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when the details of an existing contact are updated

Deal created

Triggers when a new deal is created

Task created

Triggers when a new task is created

Deal updated

Triggers when a deal is updated

Engagement created

Triggers when a new engagement is created

Contact created

Triggers when a new contact is created

Company updated

Triggers when the details of an existing company are updated

Campaign created or updated

Triggers when a campaign is created or updated in HubSpot Marketing

Company created

Triggers when a new company is created

Conversation ended

Triggers when a conversation is ended

Conversation started

Triggers when a new conversation is started by a visitor or an agent

Message sent in conversation

Triggers when a new message is sent in a conversation by a visitor or an agent

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create engagement

Creates a new engagement

Create contact

Creates a new contact

Create company

Creates a new company

Create ticket

Creates a new ticket

Create task

Creates a new task

Update contact - By email

Updates the details of the contact associated with the specified email

Create or update contact

Creates a new contact. Updates the contact details if it already exists

Associate CRM entities

Associates two existing CRM entities

Update company

Updates the details of an existing company

Update contact - By VID

Updates the details of a contact associated with the specified VID

Fetch deal

Fetches the details of an existing deal by ID

Fetch contact

Fetches the details of an existing contact by VID or Email

Fetch company - By name

Fetches the details of an existing company by name

Fetch campaign - By ID

Fetches the details of an existing campaign from HubSpot Marketing by ID

Fetch company - By ID

Fetches the details of an existing company by ID

Send message on behalf of agent or group

Sends a message on behalf of an agent or a group

Send message

Sends a message on behalf of a random agent

Fetch visitor

Fetches the details of a visitor

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM Popular

What is Chatra?

Chatra is a live-chat, email and social messaging platform that lets you add live chat to your website and talk with your website visitors in real-time, get website insights and more.

Customer Support

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Sales Director, Artico

First and the foremost benefit is that Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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CEO, Fabricroot

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