How to Add a Hubspot Chatflow to Your WordPress Site
Integrating a Hubspot chatflow with your WordPress pages helps you capture leads, answer questions, and guide visitors in real time. This guide walks you through connecting the tools, configuring your chatflow, and confirming everything works correctly on your site.
Prerequisites for Using Hubspot Chatflows on WordPress
Before you start, make sure the basics are in place so your Hubspot chatflow appears correctly on WordPress pages.
Required access and subscriptions in Hubspot
- A Hubspot account with access to the Chatflows tool.
- Permission to install tracking code or plugins on your WordPress site.
- Any required Hubspot subscription level for live chat or bots, depending on your plan.
WordPress and plugin requirements
- Administrator access to your WordPress dashboard.
- The HubSpot All-In-One Marketing (or equivalent official) plugin installed, or the ability to add the tracking code manually.
- A published WordPress page or post where you want the chat widget to appear.
Connect Your WordPress Site to Hubspot
You must connect WordPress and Hubspot so the chat widget can load on your pages. This is usually done via the plugin or tracking code.
Option 1: Install the Hubspot WordPress plugin
- In WordPress, go to Plugins > Add New.
- Search for HubSpot.
- Install and activate the official plugin.
- Follow the on-screen steps to log in to your Hubspot account and connect your site.
When the plugin is connected, the Hubspot tracking code is added automatically to your site, which is required for chatflows to display.
Option 2: Add the Hubspot tracking code manually
If you prefer not to use the plugin, you can add the tracking code yourself.
- Log in to Hubspot.
- Go to Settings > Tracking & Analytics > Tracking Code.
- Copy the tracking code snippet.
- Paste it into the header of your WordPress theme or a site-wide header script area.
- Save and clear any caching plugin you use.
Once the tracking code is active, Hubspot can load chatflows on any page that meets your targeting rules.
Create or Edit a Hubspot Chatflow
Next, you will create or configure the chatflow that will appear on your WordPress pages. The exact options may vary depending on your Hubspot subscription and whether you use live chat or bots.
Access the chatflows tool in Hubspot
- Log in to your Hubspot account.
- Navigate to Automation > Chatflows (or the Chatflows section under Conversations, depending on your navigation).
- Click Create chatflow.
- Select your channel type, such as Website for a widget on WordPress pages.
You can choose between live chat or a bot flow, depending on your goals and available features.
Configure your Hubspot chatflow display
Within the chatflow setup, Hubspot will guide you through several configuration screens.
- Language and branding: Choose the language and customize the widget appearance to match your WordPress site.
- Chat heading and welcome message: Set a clear greeting that encourages visitors to engage.
- Availability: Configure working hours and how offline messages are handled.
- Routing: If using live chat, define which team or user receives incoming chats.
Complete each step and click Next until you reach the targeting configuration.
Target Hubspot Chatflows to WordPress Pages
To ensure your widget appears only where you want it, update the targeting rules inside your Hubspot chatflow.
Choose website URLs for your Hubspot widget
- In the chatflow editor, locate the Targeting section.
- Under conditions such as Website URL, choose how you want to match pages (e.g., is, contains, or starts with).
- Enter the URL patterns that match your WordPress pages, such as:
https://yourdomain.com/for the homepage.https://yourdomain.com/blog/for the blog index.https://yourdomain.com/contact/for a contact page.
- Add more conditions if you only want the Hubspot chatflow to show to visitors from certain countries or devices (depending on available options).
Hubspot will only display the widget when the page URL and other conditions meet the rules you set here.
Test targeting with your WordPress pages
- Open a new browser window in incognito or private mode.
- Visit the WordPress page you added in the URL targeting rule.
- Wait a few seconds for the Hubspot script to load and confirm the chat widget appears.
- Navigate to a page that does not meet your targeting rules and verify that the widget does not appear there.
Customize Behavior of Your Hubspot Chatflow
After you confirm basic visibility, refine your Hubspot chat experience so it works smoothly for visitors on your WordPress site.
Adjust timing and triggers
Depending on your plan and feature set, you may be able to control when the chatflow appears:
- Show instantly when the page loads.
- Delay display by a few seconds to avoid interrupting the user experience.
- Trigger based on scroll depth or exit intent, if offered by your Hubspot tools.
Define conversation logic for Hubspot bots
If you use a bot instead of basic live chat, build your decision paths carefully so visitors get relevant responses.
- Add questions for qualification, like company size or topic of interest.
- Branch the flow based on answers so each visitor sees the right path.
- Include actions, such as creating a contact, sending an internal notification, or booking a meeting.
Update and publish your bot whenever you change the conversation steps.
Publish and Review Your Hubspot Chatflow
When configuration is complete, you must publish your chatflow for it to appear on WordPress pages.
Publish from Hubspot
- In the chatflow editor, review each tab for accuracy.
- Click Review and publish if available, or simply click Turn on or Publish, depending on your interface.
- Confirm that the status of the chatflow is set to On.
Verify on WordPress after publishing
- Clear cache from any performance plugin or CDN on your WordPress site.
- Open your site in an incognito window and visit targeted URLs.
- Confirm the Hubspot widget appears and that you can start a conversation.
- Send a test message and verify it shows up in your Hubspot inbox or bot conversation view.
Manage and Optimize Your Hubspot Chatflows
Once your Hubspot chatflow is live on WordPress, keep improving it based on data and feedback.
Monitor performance inside Hubspot
- Track the number of conversations, contacts created, and meetings booked.
- Review response times and conversation outcomes.
- Identify common questions that could be automated or clarified on the page.
Iterate on your WordPress experience
Use insights from Hubspot to adjust content and chat behavior.
- Update page copy to answer frequent questions before visitors need to chat.
- Refine targeting so the widget appears on the highest-converting pages first.
- Test different greetings or calls to action inside your chatflow.
Resources and Further Help for Hubspot Setup
If you need more detail on specific settings, consult the official documentation for the most accurate, up-to-date instructions on Hubspot chatflows for WordPress.
- Official guide: How to add a chatflow to your WordPress pages.
- Implementation and strategy support: Consultevo offers consulting for marketing automation, analytics, and site optimization.
By following the steps above and regularly reviewing performance, you can ensure your Hubspot chatflows deliver a helpful, conversion-focused experience across your WordPress site.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
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