A Quick Guide on Setting Up a Chat Widget with HubSpot

A Quick Guide on Setting Up a Chat Widget with HubSpot

Engaging with customers in real time is crucial in our rapidly evolving digital landscape. It enables businesses to offer prompt support, address queries, and foster strong customer relationships.

Remember when Cap had to return all the Infinity Stones in the correct timeline? Real-time customer engagement is like catching the stones mid-air, addressing problems the moment they arise. It's about being present, proactive, and ready to adapt.

hubspot live chat

One incredible method to achieve this is by incorporating a chat widget for website. 

This concise guide will demonstrate setting up a chat widget using HubSpot, a robust customer relationship management (CRM) platform. You can add live chat to website to facilitate seamless communication, enhance the customer experience, and ultimately stimulate business growth. 

Let's dive in and begin setting up your chat widget with HubSpot!

What is Live Chat on Hubspot?

Live Chat on Hubspot

HubSpot's Live Chat feature revolutionizes the way businesses interact with website visitors. By offering real-time communication through instant messaging, it seamlessly connects businesses with their website visitors for efficient and convenient engagement. Equipped with various functionalities, Live Chat empowers businesses to personalize user experiences and elevate customer satisfaction.

One of the key advantages of HubSpot's Live Chat is the integration of chatbots. These intelligent automated assistants streamline repetitive tasks and respond instantly, even when human agents are unavailable. Furthermore, businesses can tailor these chatbots to match their brand's voice, ensuring consistent and personalized interactions. This level of customization fosters a remarkable and memorable user experience.

Live Chat's integration with HubSpot's CRM platform contributes to a holistic customer view. All interactions, regardless of channels, are centralized within the CRM, allowing businesses to gain deep insights into customer behavior and preferences. This comprehensive understanding empowers businesses to deliver highly personalized communication and tailored recommendations. Live Chat facilitates a smooth and effective buyer's journey by catering to each customer's specific needs.

The benefits of adopting Live Chat on HubSpot are far-reaching. Businesses can capture valuable leads and nurture relationships by providing immediate support and guidance throughout the customer's journey. Through personalized recommendations, businesses can surpass customer expectations and drive customer loyalty. Ultimately, implementing Live Chat supports ongoing customer engagement, increases conversions, and contributes to overall business growth.


HubSpot Live Chat Options 

HubSpot offers a variety of live chat options built to help businesses efficiently engage with their website visitors and provide real-time support. Let's take a closer look at some of the key features and options available:

Chatbot Automation

HubSpot allows businesses to automate their live chat responses and qualify leads by setting up chatbots. These bots can be customed to answer the most frequently asked questions, offer information about products or services, and collect important customer information.

Customizable Chat Widget

With HubSpot, businesses can customize the chat widget to match their brand's look and feel. They can choose the widget's color scheme and position on the page and add their logo or personalized messages.

Routing and Queuing

HubSpot's live chat options enable businesses to set up routing rules and queues. This ensures that chat conversations are directed to the most appropriate team or individual based on criteria like availability, expertise, or language.

Canned Responses

To save time and maintain consistent responses, HubSpot offers the option to create canned responses. These pre-written messages can be easily accessed and used during live chat conversations.

Visitor Tracking

HubSpot allows businesses to track and monitor visitor activity on their website. This valuable information provides insights into visitor behavior, the pages they've visited, and their level of engagement. Agents can leverage this data to provide more targeted and personalized assistance.

Integration with CRM

HubSpot's live chat website plugin seamlessly integrates with its CRM platform, ensuring that chat transcripts, customer information, and history are stored in one centralized place. This integration facilitates lead nurturing and follow-up, as important data is captured and readily accessible.

Reporting and Analytics

HubSpot provides businesses with comprehensive reporting and analytics on their live chat performance. Metrics such as chat volume, response time, and customer satisfaction ratings enable businesses to identify trends, measure effectiveness, and make data-driven improvements.

By taking advantage of the various options offered by HubSpot, businesses can enhance their live chat experience, provide exceptional customer support, capture valuable lead information, and ultimately drive business growth.

Benefits of using Hubspot Live Chat

There are several benefits to using Live Chat HubSpot for businesses. Here are some key advantages:

Improved Customer Experience

Live chat enables businesses to provide real-time support, quickly addressing customer queries and offering assistance. This enhances the overall customer experience, increasing customer loyalty and higher satisfaction.

Increased Sales and Conversions

Businesses can guide website visitors through the buying process, answer questions or concerns, and make personalized recommendations by engaging with website visitors in real time. This proactive approach can lead to higher conversion rates and increased sales.

Enhanced Lead Generation

HubSpot Live Chat allows businesses to capture valuable lead information during chat interactions. This data can be automatically synced with HubSpot's CRM, providing businesses with a complete view of their leads and enabling more targeted marketing and follow-up efforts.

Time and Cost Efficiency

When you add chat to your website, it enables you to handle multiple conversations simultaneously, reducing response times and improving efficiency. Additionally, using chatbots for automated responses can save agents time and resources.

Valuable Insights and Analytics

HubSpot's Live Chat provides reporting and analytics on chat performance, allowing businesses to track chat volume, response times, customer satisfaction ratings, and more. These insights help optimize chat strategies and improve customer service.

Seamless Integration with HubSpot CRM

HubSpot Live Chat integrates seamlessly with HubSpot's CRM platform, allowing businesses to have a centralized view of customer interactions across multiple channels. This integration enables better lead management, personalized communication, and streamlined workflows.

Overall, as a business, when you add live chat to your website, it empowers you to provide exceptional customer service, capture leads, improve efficiency, and drive growth. Its features and capabilities support businesses in delivering a personalized and seamless experience to their website visitors and customers.

Difference Between Live Chat and a Chatbot

Differences between live chat and a chatbot:

Live Chat:

1. Real-time human interaction: Live chat enables immediate, real-time conversations between customers and live chat agents. It adds a personal touch to customer interactions and allows for personalized assistance.

2. Personalization: Live chat agents can tailor their responses to customer needs and provide customized recommendations. They can address specific questions and concerns in a personalized manner.

3. Complex issue handling: Live chat is best suited for handling complex queries or issues that require human expertise. Agents can analyze customer needs, ask probing questions, and provide detailed solutions or guidance.


1. Automated responses: Chatbots use pre-programmed responses to interact with customers. They offer instant answers to frequently asked questions and automate repetitive tasks without human involvement.

2. 24/7 availability: Chatbots can operate round-the-clock, providing support and information outside of business hours. This ensures immediate responses, improving customer experience and engagement.

3. Scalability: Chatbots can handle multiple conversations simultaneously, making them highly scalable. They can assist numerous customers without compromising response times or quality.

4. Lead qualification: Chatbots can collect relevant information and qualify leads by asking specific questions. This helps businesses gather data to understand customer needs, preferences, and potential interests.

While live chat offers a personalized and interactive experience with human agents, chatbots provide instant responses, scalability, and automation benefits. Both methods have their own advantages and can be used together to deliver a comprehensive and efficient customer support strategy.

How do you create a Live Chat on Hubspot?

Creating a Live Chat on Hubspot

If you want to know how to add live chat to website with your HubSpot platform, just follow these simple steps:

1. Set up your chat widget: Navigate to Conversations > Chatflows in your HubSpot dashboard. Select "Create chatflow" to initiate the process of building your live chat.

2. Customize your chat widget: Make your chat widget visually appealing by incorporating your company logo, choosing colors, and deciding on its position on your website.

3. Configure chat settings: Customize your live chat's availability and routing options. You can set the hours when the chat will be accessible, define rules for directing chats to specific teams or individuals, and determine whether the chat widget should appear on particular pages or for specific audiences.

4. Craft a welcome message and set response actions: Engage your website visitors with a well-crafted welcome message. Additionally, you can configure default response actions for different scenarios, such as guiding users to relevant resources or generating a technical support ticket.

5. Test and publish your live chat: Before making it available on your website, testing it thoroughly on a staging website is important. Make sure that everything functions properly, and once you are confident, publish the live chat to make it officially active on your website.

Following these steps, you can incorporate a live chat on HubSpot to engage with your website visitors in real time.

Creating a Bot

Creating hubspot chatbot

To create a bot on HubSpot, simply follow these steps:

1. Set up your chat widget: Go to Conversations > Chatflows in your HubSpot dashboard. Click on "Create chatflow" to start building your bot.

2. Choose the bot template: Select one that aligns with your objectives, like lead qualification, FAQs, or appointment booking.

3. Customize the bot's responses: Edit the pre-programmed responses provided by the template or create your own. You can add variations, personalize messages, and even include dynamic data from HubSpot's CRM.

4. Implement branching logic: Create different paths based on user responses, ensuring the bot provides relevant information and effectively qualifies leads.

5. Test and publish the bot: Before making it live, test it on a staging website to ensure it functions as intended. Once you are satisfied with its performance, publish it.

By following these steps, you can easily create a bot on HubSpot that automates responses, qualifies leads, and provides efficient customer support.

How do you set a priority for your Chatflows in HubSpot?

set a priority for your Chatflows in HubSpot

If you want to prioritize your Chatflows in HubSpot, you can easily do so by following these steps:

1. Access your HubSpot dashboard and go to Conversations > Chatflows.

2. Locate and select the specific Chatflow that you wish to prioritize.

3. Once in the Chatflow editor, navigate to the "Routing" tab.

4. Look for the "Priority" setting under the "Routing options" section and click on it to expand the available options.

5. To adjust the priority order, use drag handles to reorder the Chatflows. The Chatflow at the top will have the highest priority, while the one at the bottom will have the lowest.

6. Finally, don't forget to save your changes to apply the new priority order.

By setting the priority for your Chatflows, you can control their appearance and trigger on your website. This ensures that the most crucial Chatflows receive higher priority, increasing their visibility and effectiveness.

HubSpot Live Chat: Lead Generation & Conversion Strategies

Here are the HubSpot Live Chat features you can make use of -

1. Proactive Engagement: Take the initiative to start conversations with visitors on your website by utilizing HubSpot Live Chat. This lets you offer assistance or personalized recommendations, capture their interest, and generate potential leads.

2. Lead Qualification: In real-time, use live chat to gather information from visitors and assess whether they qualify as leads. Ask specific questions that help you understand their needs, preferences, and pain points. This valuable data can then segment and prioritize leads, assisting with further nurturing and conversion.

3. Personalized Experiences: Capitalize on the information from live chat interactions to provide tailored experiences. Address visitors by name, refer to their previous interactions, and present relevant content that builds trust and increases the likelihood of conversion.

4. Instant Support: Offer immediate assistance to address any concerns or obstacles visitors may have when making a purchasing decision. You can guide them towards a conversion by promptly resolving their queries and providing clear guidance.

5. Seamless Handoff to Sales: Integrate HubSpot Live Chat with your CRM system to ensure a streamlined handoff of qualified leads to the sales team. This integration enables sales representatives to access chat transcripts, gain insights into visitors' needs, and convert them into customers.

6. Follow-up and Retargeting: Utilize the lead data collected through live chat to initiate follow-up actions. Engage with qualified leads through personalized follow-up emails, retargeting ad campaigns, or SMS marketing, keeping them engaged and progressing them through the conversion funnel.

By implementing these strategies, businesses can effectively leverage HubSpot Live Chat to generate leads, qualify them, and convert them into customers. Ultimately, this can drive growth and revenue for your business.

Virtual Assistance for Leveraging Hubspot Live Chat 

Still wondering how to add chat to the website or make a chat website? 

VAs to the rescue! 

Virtual Assistance for Leveraging Hubspot Live Chat 

A virtual assistant is essential for leveraging HubSpot Live Chat effectively. They can assist with various tasks related to setting up and optimizing the chat widget on a website and ensuring a seamless visitor experience.

  • Customize chatflow settings for appearance and behavior

A virtual assistant can customize the appearance and behavior of the chat widget to match the website's branding and design.

  • Set trigger conditions for chat widget visibility

They can establish specific conditions for when the chat widget should be visible to visitors, such as time on the page, scroll depth, or exit intent.

  • Integrate the chat widget with HubSpot CRM

The virtual assistant can integrate the chat widget with the HubSpot CRM, ensuring that lead information collected during chat interactions is stored and accessible.

  • Test the chat widget on the website for functionality

They can thoroughly test the chat widget on the website to ensure it functions properly, including testing chat notifications, routing rules, and data synchronization with the CRM.

  • Activate the chatflow to make it live

Once all settings are configured, the virtual assistant can activate the chatflow, making it live and ready for visitor interactions.

  • Monitor real-time interactions through the HubSpot dashboard

They can manage live chat conversations through the HubSpot dashboard, engaging with visitors and promptly responding to their queries or concerns.

  • Review analytics for chat engagement assessment

The virtual assistant can analyze chat engagement data, such as chat volume, response times, and customer satisfaction, to assess the effectiveness of the chatflow.

  • Assist in customizing automated responses

They can assist in customizing and fine-tuning the pre-programmed responses of the chatbot, ensuring they are accurate, personalized, and helpful to visitors.

  • Provide ongoing support for chat widget customization

The virtual assistant can offer continuous support and assistance, adapting and optimizing the chat widget based on evolving business needs and customer feedback.

  • Optimize chatflow based on user engagement data

By analyzing user engagement data and insights, the virtual assistant can optimize the chatflow, making adjustments to maximize lead generation, improve response quality, and enhance the overall visitor experience.

  • Ensure a seamless and responsive chat experience for visitors

Above all, the virtual assistant's role guarantees visitors a seamless and responsive chat experience, providing real-time assistance, resolving issues, and facilitating smooth communication between visitors and the business.

Wishup: Ultimate Virtual Assistance

Wishup, a prominent virtual assistance platform, provides a wide array of services. Let's see the other ways in which Wishup can help you:

Experience cost-effective services

Wishup offers affordable virtual assistance solutions, enabling businesses to reduce the expenses of recruiting, training, and maintaining an in-house workforce.

Partner with the top 0.1% of talent

Wishup prides itself on having an incredibly talented team of exceptional individuals chosen from the top 0.1% of professionals. This rigorous selection process guarantees that our team members have the expertise to consistently provide high-quality services.

Seamlessly onboard your virtual assistant within a single day

With Wishup, businesses can enjoy a fast and seamless onboarding process for their virtual assistant. This enables them to prepare their virtual assistant and be ready to go in just one day, minimizing downtime and optimizing productivity.

Eliminate the need for a training budget

When using Wishup, there is no requirement to set aside additional funds for training purposes. Our virtual assistants come prepared with the essential skills and expertise to complete their tasks efficiently.

Benefit from Wishup's exceptional no-questions-asked replacement policy

At Wishup, we offer a remarkable replacement policy that requires no questions to be asked. If you are dissatisfied with your virtual assistant, we are committed to promptly replacing them with another skilled professional. We aim to guarantee uninterrupted support for all our clients.

Put your virtual assistant to the test with a 7-day Risk-Free Trial

Wishup provides a 7-day Risk-Free Trial, which allows businesses to explore their virtual assistant's capabilities without any obligations. This trial period allows for confident decision-making and firsthand experience of the various benefits.



To sum up, HubSpot is a user-friendly platform that allows businesses to install a chat widget on their websites easily, enhancing customer engagement.

For businesses looking for additional customer support, Wishup is an excellent virtual assistance platform that can further amplify the capabilities of HubSpot.

Wishup offers seamless onboarding, cost-effective solutions, access to top talent, and a risk-free trial, empowering businesses to succeed. To learn more about the benefits of Wishup's virtual assistance services, we encourage you to contact us for a free consultation or via email at [email protected].

FAQs: Add Live Chat To Website

How do I add a live chat button to my website?

Using a chat widget tool like HubSpot, you can seamlessly add the desired functionality. To get started, you must create an account with HubSpot, customize the chat widget settings to your liking, and then generate an embed code. Once that is done, simply paste the embed code into your website's HTML in the desired location where you want the chat button to be displayed. This straightforward process allows you to incorporate a live chat feature into your website effortlessly and efficiently.

Should I add live chat to my website?

Incorporating live chat into your website can offer significant advantages to your business. By enabling real-time customer engagement, immediate support, lead generation, and enhanced conversion rates become attainable. Moreover, live chat has the potential to bolster customer satisfaction and foster trust, ultimately resulting in amplified sales and expansion for your business.

How much does it cost to add live chat to a website?

The cost of implementing live chat on a website can vary based on the provider and the selected features. Certain chat widget tools provide free plans with limited capabilities, while others offer paid options that typically range from $10 to $50 per month. The pricing may exceed these figures for more advanced functionalities and larger businesses.