How To Setup HubSpot Live Chat With Avada

01/03/2020

HubSpot is an inbound marketing and sales cloud-based software suite, and their free plugin is now one of the Recommended Plugins for Avada. Their tools and service offerings help companies and individuals attract visitors, convert leads, control their marketing efforts, manage their sales processes, and so much more. Using HubSpot with the Avada WordPress theme gives you the confidence to turn your site into a marketing powerhouse.

HubSpot is loaded with features, and it’s one of these we will look at in this document – Live Chat. Read on to see how to set Hubspot up for a live chat with your website users.

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Configure The Conversations Inbox

Once you have installed the HubSpot plugin and connected your account (see Setting Up Hubspot in Avada for more info on those steps), you are ready to configure your HubSpot account for live chat.

The first thing to do is to edit and configure your default Conversations Inbox. A conversations inbox streamlines and centralizes communication with your contacts. You can connect team emails and/or chat channels to the inbox, and then view, reply, and manage all conversations from each channel in one place. Let’s walk through it.

  • Step 1: Click on Hubspot > Live Chat from the WordPress dashboard. This opens your Hubspot account in a new tab, on the Chatflows page.

  • Step 2: In the top right corner, click on Create Chatflow.

  • Step 3: Select if you want to add the Chatflow to a Website or Facebook Messenger.

  • Step 4: If this is your first Chatflow for the account, a popup will appear, asking you to Add Chat to your website.

  • Step 5: This takes you to the customization wizard, where you can configure your chat inbox as you like. You can set things like the color and heading of your chat box, the users, it’s availablilty, and several opther options.

Hubspot - Set Up Live Chat
  • Step 6: Once you have set your Availability options, you get a preview of the Chatbox, and you can then click Publish. You get a pop up letting you know the Chatflow is published. 

Published Hubspot Live Chat

Start Chatting!

That’s it. You can now return to your website front end, and refresh, and the live chat box will display according to your settings.

Hubspot Live Chat Front End