Sign up for HubSpot and integrate live chat with WordPress

Contents

Sign up for HubSpot

Sign up here: https://app.hubspot.com/signup/sales/step/user-info

  1. Enter the required information or click [Sign up with
    Google] to link your Google account.
  2. Check your email inbox for the confirmation email.
  3. Create a password.
  4. Enter your company’s domain name and company name.
  5. Click the [Finish sign up] button.

Install the HubSpot plugin and connect it to WordPress

  1. Launch WordPress and log in to the dashboard.
  2. Search for the plugin using “hubspot,” then install and activate it.
  3. Go to the HubSpot menu.
  4. Verify that the NAME and DOMAIN match your HubSpot account.
  5. If these are correct, click [Continue with the
    account].
  6. Your HubSpot account has been connected to the Shifter website.
  7. Stop WordPress and generate the artifact.
  8. Test to see if the HubSpot chat is working.

  9. Check the test chat in the HubSpot dashboard.

Verifying the Live Chat Widget

(See steps 8 and 9 above)

Create a contact form and add it to a page or widget

Please refer to the support documentation: Configuring HubSpot Forms (Configuring HubSpot Forms)