Integrating HubSpot Chat with CloudRadial

HubSpot is a popular solution that many MSPs use to assist with marketing. You can integrate HubSpot Chat with CloudRadial while also allowing the chat widget to automatically pull the user's name and email from their CloudRadial log-in information.

More details on their product can be found here: https://www,hubspot.com 

• HubSpot Chat Integration Instructions
• Sample HubSpot Chat Header Script

HubSpot Chat Integration Instructions

To integrate HubSpot Chat:

1. Navigate to Partner > Settings
2. Select Integrations on the right (under the Configuration column)
3. Select the Header Scripts option
4. Enter the code below in the Header Scripts field
   • Ensure you replace the HubSpot Chat embed code with your specific code
5. Once you've applied your code, select Submit to finalize your setting

Your HubSpot Chat icon should appear at the bottom right of the screen after a refresh.

The user name and email are prefilled so when a chat is started. The result is that the user's name and email will appear in the chat automatically without requiring them to type them in. 

Note: If the chat widget does not appear, please verify that you have a "chatflow" enabled in HubSpot.

Sample HubSpot Chat Header Script

<!-- Start of HubSpot Embed Code -->
<script type="text/javascript" id="hs-script-loader" async defer src="//js.hs-scripts.com/YOURCODE.js"></script>
<!-- End of HubSpot Embed Code -->

<script type="text/javascript">
  function CloudRadialUserInit(email, displayname, companyname) {
    // provide some time for script to load if needed
    setTimeout(function(){ 
      var _hsq = window._hsq = window._hsq || [];
      _hsq.push(["identify",{
        email: email
      }]);
    }, 5000);
  }
</script>