HubSpot by helphouse.io

Name: HubSpot by helphouse.io
Price: 7.00 USD
Rating: 2 (3 reviews)
Author: helphouse.io

by helphouse.io

2.0 (3)

$7/agent/mo

Support

View and create data to HubSpot directly from Zendesk

Support

View on Zendesk Marketplace

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About HubSpot by helphouse.io

HubSpot integration for Zendesk - made by helphouse.io

The HubSpot integration for Zendesk allows your support team to view and create different events that are happening in HubSpot directly from a ticket in Zendesk.

This integration allows them to provide the customer with a proper answer without leaving Zendesk and without bothering your sales organization.

Core features

View and create Contacts or Company
View and create Deals
View and create Engagements such as meetings, calls, or emails in seconds.
Control how much your agents can see.
Arrange properties according to importance with drag and drop.

Community

We want to make sure you’re fully satisfied and just as pleased with this app as we are. So, if you’re missing a feature or think something could be changed for the better, just head over to our community and let us know.

Made by helphouse.io - Zendesk Master Partner

This app is made by helphouse.io. We’re a 360º Zendesk consulting house and the leading Zendesk Master Partner in Europe.

We’re experts in customer experience and Zendesk. And besides creating apps for Zendesk Marketplace, we also help companies implement and optimize Zendesk. We’ve already helped dozens of companies save time and money doing just that. Feel free to reach out to us if you have any questions.

Installation

Prerequisites

Before installing the app, please follow the steps belows, to obtain your HubSpot Access token. This token is required to connect to HubSpot.

Important: Your Access token grants access to your HubSpot data. Store it wisely.

Verify that you are signed in to HubSpot as a super admin.
In your HubSpot account, click the settings icon in the main navigation bar.
In the left sidebar menu, navigate to Integrations > Private Apps.
Click Create private app.
On the Basic Info tab, configure the details of your app:
1. Enter your app's name. (e.g. hubspot-zendesk-app)
2. Hover over the placeholder logo and click the upload icon to upload a square image that will serve as the logo for your app.
3. Enter a description for your app.
Click the Scopes tab.
Next, select the scopes to authorize based on the APIs that this integration uses. The scopes you will need:
1. timeline
2. oauth
3. integration-sync
4. tickets
5. e-commerce
6. sales-email-read
7. crm.objects.contacts.read
8. crm.objects.contacts.write
9. crm.schemas.custom.read
10. crm.objects.companies.write
11. crm.schemas.contacts.read
12. crm.objects.companies.read
13. crm.objects.deals.read
14. crm.objects.deals.write
15. crm.schemas.companies.read
16. crm.schemas.companies.write
17. crm.schemas.contacts.write
18. crm.schemas.deals.read
19. crm.schemas.deals.write
20. crm.objects.owners.read
21. crm.schemas.quotes.read
22. crm.schemas.line_items.read
23. account-info.security.read
After you're done selecting your scopes, click Create app in the top right. You can always make changes to your app after you create it.
In the dialog box, review the info about your app's access token, then click Continue creating. With your private app created, you can start making API requests using its access token. On the Details tab of the settings page of your private app, click Show token under your access token to reveal it.

Installation

Follow the steps below in order to install and configure the app. If you do not have an Access token yet, please complete the prerequisites before continuing.

Install the app from Zendesk Marketplace.
1. In Access Token insert the token that you acquired in step before.
Navigate to a ticket, and the app will launch in the right sidebar.
Done!