Personalized Freshchat welcomes for new HubSpot contacts

Whenever a new contact is created in our HubSpot CRM, greet that person in Freshchat with a warm, personalized welcome written just for them. Use a poll trigger on new HubSpot contacts so the workflow runs each time a contact is added.

Read the new contact's details from HubSpot: their first and last name, email address, company, and their lifecycle stage or original source properties. If the contact has no email address, skip them and do nothing, since we cannot create a chat user or reach them without one.

Create a matching end user in Freshchat with Create User, mapping the contact's email and name onto the Freshchat user profile so the greeting is tied to the right person.

Then open a proactive chat with Create Conversation whose first message is written specifically for this person. Reference their company and how they signed up (their lifecycle stage or source), keep the tone friendly and human, and point them to a helpful next step such as booking a demo, exploring a getting-started guide, or replying with a question.

Vary the greeting copy for every contact rather than reusing one canned message. Draft each welcome fresh from that contact's own details so it reads as personal. Because the workflow writes bespoke copy for each person, run it as an agent.

Note that a proactive Freshchat conversation surfaces inside the Freshchat messenger, so it works best for contacts who use the web or mobile chat widget.