HubSpot Chatflows

Verify chatbot leads in HubSpot real time.

Verify chatbot and live chat leads in real time by connecting Clearout’s Email Verification API to HubSpot Chatflows. This ensures invalid, disposable, or risky emails are caught during the conversation, before they enter your HubSpot CRM.​

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Integrate Clearout in HubSpot Chatflows

Follow these steps for a bot such as Qualify leads bot (the same pattern works for other bots)

Open your HubSpot chatflow:

• Go to Conversations → Chatflows.

• Click Create chatflow → Website and choose a bot (for example, Qualify leads bot).

• Click Next to go to the Build section, where you can edit the action boxes

The steps given below are for the Qualify leads bot:

1

Once 'Qualify leads bot' is selected, click Next to reach the Build section to edit the Action Boxes.

2

Scroll down to the Action box named Get Email and click on the + icon below it to create a new action for email verification.

3

A new Action window will open. Scroll down to Run a code snippet, give an Action name and delete the existing code.

4

Please copy and paste this code.

// Import the "request" module.
var request = require("request");

// Define the main function that will be exported.
exports.main = (event, callback) => {
  var options = {
    method: 'POST',
    url: 'https://api.clearout.io/v2/email_verify/instant',
    headers: {
      'Content-Type': 'application/json',
      'Authorization': 'REPLACE_WITH_YOUR_CLEAROUT_SERVER_APP_TOKEN',   // Add authorization token (API key).
    },
    body: {
      email: event.session.parsedResponses.Get_Email.parsedResponse, // Get the email address from the event object.
      timeout: 30000 //The option to define the maximum time that can be used for verifying the status of the given email address.
    },
    json: true
  };

  request(options, function (err, response, body) {
    if (err) throw new Error(err); // Handle errors.

    // initialize default value 
    let nextModuleNickname = 'send_to_team_member'     // The next module your bot will go to. If nothing is provided,we will select the next module in the bot path for you.
    let botMessage = '' // The message your bot will return.
    let responseExpected = false   // Whether or not this code snippet should be executed again with the next user input.

    // check entered email is safe to send if not then ask user to re-enter the email.
    if (body.data.safe_to_send === 'no') {
      nextModuleNickname = 'Get_Email'
      botMessage = `${body.data.email_address} is not valid email address`
    }
    // set the response.
    const responseJson = {
      botMessage,  
      nextModuleNickname,
      responseExpected
    }
    callback(responseJson);
  });
};

5

Edit Row 11 by replacing 'REPLACE_WITH_YOUR_CLEAROUT_SERVER_APP_TOKEN' with Clearout's API Token and Save.

6

How To Generate a Clearout API Token?

• To generate a Clearout API token, log in to Clearout, then navigate to Developer → API.

• Give a name and description to the token and click Create

• Copy the API token and paste it in Row 11 of the code

7

Go to the Get Email action box and edit the action name to Get_Email.

Note: The name should be exactly the same.

8

In the same Action box, scroll down to Save to HubSpot property. Choose Email from the dropdown. Uncheck the box that says Skip this action if property already exists and Save.

9

Your HubSpot chatbot with real-time email verification is READY! Give it a test run by hitting Preview.

Wasn't that quick and easy? The addition of a simple code snippet to your Chatflows can effectively block unwanted junk data from infiltrating your system. Let's make a conscious decision to work exclusively with fresh and valid data, ensuring we don't squander our precious time on irrelevant information.