Zendesk and Hubspot integration, helps your support team and sales team on sync.
About HubSpot CRM Connect
Overview :
Integrating HubSpot and Zendesk lets your support team access and generate HubSpot events directly from Zendesk tickets. This ensures accurate customer responses without leaving Zendesk or involving the sales team.
Features :
Contact Sync: Automatically update contacts when a new Zendesk ticket is created (By clicking of Sync Button). HubSpot Activities: Get ticket updates in HubSpot for seamless support and sales communication. Deal Creation: Create HubSpot deals from Zendesk inquiries. Contact Details: Access HubSpot contact info within Zendesk. Contact List: View HubSpot contacts in Zendesk for better customer insights. Integration Benefits: Enhance workflows, customer interactions, and efficiency by integrating HubSpot and Zendesk.
| S No | Features | Hubspot CRM Connect | Link text | |------|----------------------------------------------|----------------------|------| | 1 | Contact Creation (Auto Create during Ticket Creation) | ✅ | ✅ | | 2 | Sync Control | ✅ | ✅ | | 3 | Activity | ✅ | ✅ | | 4 | Deal Creation | ✅ | | | 5 | Company Creation | ❌ | ✅ | | 6 | Engagement Creation | ❌ | ✅ | | 7 | Field Mapping | ❌ | ✅ | | 8 | Field | ❌ | ✅ | | 9 | User Access Control | ❌ | ✅ | | 10 | CSAT Report (Coming Soon) | ❌ | ✅ | | 11 | Sorting Field | ❌ | ✅ | | | Hubspot APP Ticket Viewer | ❌ | ✅ | | 13 | Agent Pricing | 💲 5 | 💲 7 | | 14 | *Account * | 💲 89 | 💲 199|
Installation
Follow the below steps to install the application.
Purchase and Access HubSpot CRM Connect Application:
- After purchasing the HubSpot CRM Connect Application, navigate to your ticket details.
Access HubSpot CRM Connect Settings:
- Click on the HubSpot CRM Connect settings gear icon on the top-right corner.
Configure Credential Details:
- It will take you to the Credential Details page, which includes the following information:
Zendesk admin E-mail.
Zendesk Subdomain.
Zendesk API Key.
Generate Zendesk API Key:
Navidate to Zendesk admin centre
Click on "Apps and Integration".
Click on "Zendesk API".
Click "Add API Token".
Provide a description, copy the generated API key, and click "Save".
Add Zendesk API Key to HubSpot CRM Connect:
Insert the Zendesk API key into the Credential Details page of HubSpot CRM Connect.
Click "Submit" to save the information.
Click on "Install" to authenticate HubSpot.
Application will redirect to HubSpot page.
Log in to HubSpot Account:
Click and login to your HubSpot account.
Select HubSpot Account.
After logging in, choose your specific HubSpot account for the integration.
You will see a successful message.
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