Integration · Chat
Turn Website Visitors Into SubcontractorHub Pipeline Leads Instantly
SubcontractorHub's Live Chat integration captures new leads from your website chat widget directly into the pipeline — with full conversation history, source page, and UTM tracking attached to every contact. Never lose a chat lead to a missed notification or forgotten follow-up again.
What Connects Between Live Chat and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
Chat Lead Auto-Creation in Pipeline
When a website visitor starts a chat and provides their name and contact information, SubcontractorHub automatically creates a new pipeline lead with the visitor's details, the chat transcript, the page they chatted from, and UTM parameters from their session. The lead is available in SubcontractorHub within seconds of the chat — no manual entry, no copy-paste from the chat platform. For contractors running paid advertising, UTM parameter capture on chat leads enables accurate campaign ROI tracking for sources that previously showed only as 'chat.'
Full Conversation History on Contact Record
The complete chat transcript — every message exchanged between the visitor and the chat agent or bot — attaches to the SubcontractorHub contact record as an activity log. Reps who follow up by phone already know what the homeowner asked about, which service they're interested in, and what timeline they mentioned — without asking the customer to repeat themselves. Informed follow-up calls consistently outperform cold callbacks, and chat transcript context is the most valuable briefing a rep can have before a first call.
Source Page and UTM Tracking on Leads
SubcontractorHub captures the specific page the visitor was on when they initiated the chat — service page, blog post, pricing page — and attaches it to the lead record along with all UTM parameters from the referral URL. This data enables contractors to identify which pages and which ad campaigns produce the highest-quality chat leads, not just the highest volume. Page-level lead source data is frequently the insight that drives the highest-ROI website optimization decisions.
Chat Lead Routing and Assignment
SubcontractorHub's Live Chat integration can route new chat leads to the appropriate rep based on the job type identified in the conversation — a chat about a roofing estimate goes to the roofing sales team, a solar inquiry goes to the solar team. Routing rules are configured in SubcontractorHub and use keywords or service-type tags from the chat transcript to determine assignment. Automatic routing ensures hot chat leads receive a follow-up call within minutes rather than hours, which is the single most impactful driver of chat-to-appointment conversion.
How to Connect Live Chat with SubcontractorHub
Select Chat Platform
In SubcontractorHub integrations, select Live Chat and choose your chat platform — Intercom, Drift, LiveChat.com, or Tidio — to connect SubcontractorHub to your existing chat widget.
Install Chat Widget on Website
If you don't have a chat widget yet, install the SubcontractorHub-connected chat widget on your website by adding a single script tag to your site's header.
Configure Lead Creation Rules
Set the minimum information required (name, email, or phone) for SubcontractorHub to auto-create a lead from a chat conversation — avoid creating leads from anonymous or bot interactions.
Set Routing Rules
Configure job-type routing rules so chat leads are automatically assigned to the correct rep or team in SubcontractorHub based on the service the visitor inquired about.
Ready to connect Live Chat?
Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.
Who Uses the Live Chat Integration
Capturing Paid Ad Traffic That Lands on Your Website
A roofing company spending $5,000/month on Google Ads drives traffic to their roofing-services page, where a chat widget converts visitors who aren't ready to call. Without SubcontractorHub integration, those chat leads are in a separate chat platform and require manual follow-up tracking. With the integration, every chat lead enters SubcontractorHub with the Google Ads campaign source, keyword, and landing page attached — turning chat from an isolated channel into a trackable, managed pipeline source.
After-Hours Lead Capture With Bot Handoff
A solar company's website chat bot handles after-hours inquiries — collecting name, address, utility bill amount, and email — and SubcontractorHub automatically creates a pipeline lead from the bot conversation overnight. When inside sales reps arrive in the morning, the leads are already queued in SubcontractorHub with the homeowner's self-reported information attached. After-hours chat leads converted through bot automation often have better data quality than phone leads because the homeowner fills in their own information at their own pace.
Storm-Event Traffic Surge Capture
After a major hail event, a roofing company's website traffic spikes from 50 to 500 visitors per day — many of whom initiate chats with questions about storm damage, insurance claims, and inspection availability. SubcontractorHub's Live Chat integration ensures every chat that collects contact information becomes a pipeline lead, so the company captures the full surge volume rather than losing leads to missed notifications or an overwhelmed rep. Storm event capture efficiency directly determines revenue outcome for storm-driven roofing companies.
Lead Quality Scoring From Chat Source Page
A contractor reviews their SubcontractorHub pipeline and notices that leads from the pricing page chat have a significantly higher close rate than leads from the homepage chat — indicating that pricing-page visitors are further along in the buying process. They reallocate sales team attention toward pricing-page chat leads and set up an automated text follow-up to homepage chat leads. Source page data from the Live Chat integration provides the granularity needed to optimize lead handling by intent level, a capability unavailable when all chat leads look the same.
Common Questions About the Live Chat Integration
Which chat platforms does the SubcontractorHub Live Chat integration support?
SubcontractorHub integrates natively with Intercom, Drift, LiveChat.com, Tidio, and Crisp. A Zapier-based connection is also available for chat platforms not on the native list. If you don't currently have a chat widget, SubcontractorHub's embedded chat widget can be installed directly on your website without a separate chat platform subscription.
Will every chat conversation create a SubcontractorHub lead, or only qualified conversations?
You configure minimum contact data requirements — for example, a lead is only created when the chat visitor provides at least a name and either email or phone number. Conversations where the visitor doesn't provide contact information do not create SubcontractorHub leads by default. Spam conversations and bot interactions are filtered before lead creation using contact data validation rules.
Can chat leads be created with just an email address if the visitor doesn't provide a phone?
Yes — SubcontractorHub creates contact records from chat leads with whatever contact information the visitor provides. Email-only leads are created and tagged as 'chat — no phone' for routing to email-based follow-up sequences rather than phone outreach. Phone-only leads from click-to-chat interactions are similarly tagged. Partial contact information is better than no record at all.
Does the integration capture chats from mobile visitors differently than desktop?
No — the same lead creation and UTM tracking applies to chat sessions initiated on mobile and desktop. SubcontractorHub captures the device type in the lead source data so you can see whether mobile or desktop chat visitors convert at higher rates. Mobile visitors typically initiate chats from service and location pages; desktop visitors more often chat from pricing and comparison pages.
How quickly does a chat lead appear in SubcontractorHub after a chat ends?
SubcontractorHub receives chat lead data via webhook the moment the chat conversation is marked complete — typically within 30–60 seconds of the chat ending. If your chat platform queues transcripts for delivery (some do), the delay may extend to a few minutes. Near-real-time lead creation ensures the assigned rep receives their new lead notification while the homeowner is still online or immediately after they leave the chat.
Connect Live Chat with SubcontractorHub
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