Pre-requisites:

  1. The Hubspot integration must be enabled.
  2. Ask the visitor's phone number or email address must be enabled.
  3. In order to match the contacts, your Hubspot contact must have the same email address or phone number entered by the visitor. In Hubspot, your contacts' phone number must be in international format with the country code. (example for USA: 13477780714 / example for France: 33150505050)

If the Hubspot integration is enabled, the Ottspott Phone Widget will match your website visitor with your Hubspot contact record.

If you didn't yet activate the Ottspott/Hubspot integration, please check this section.

Slack notification with Hubspot contact matching:

The Slack notification displays the Hubspot contact name (example here "Sheldon Cooper"). If you click on the contact name, the Hubspot tab will automatically open with the profile contact info.

The screenshot below shows the Slack notification details:

The Hubspot screenshot below shows the contact name display:

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