Chat conversations logged straight to the customer card

The scenario pulls the customer conversation from Beex and logs it as an activity on the HubSpot contact. The history ends up where people look for it — with no manual copying.

  • The full conversation sits on the customer card, not in a separate tool
  • Text, images and voice notes merged into one time-ordered dialogue
  • Reps stop re-asking what the customer already told support
  • Nothing is moved by hand
HubSpot