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HubSpot CRM Connect PRO by Saasly icon

HubSpot CRM Connect PRO by Saasly

by Saasly

No reviews yet$7/agent/mo

HubSpot CRM Connect PRO syncs Zendesk support tickets bidirectionally with HubSpot contacts, automatically linking ticket requesters to customer records and displaying support activity in the HubSpot timeline. The app enables CRUD operations within deals and engagements, supports real-time updates, role-based field visibility, and planned features including CSAT response tracking. Sales teams and customer success managers benefit from a centralized view of customer interactions across support and CRM systems, improving collaboration and enabling personalized customer engagement.

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Vendor Description

Overview:

This integration adds support ticket activity from Zendesk to HubSpot's CRM timeline.

Key features:

  • Establish connections between Zendesk ticket requesters and new HubSpot contacts.

  • Monitor and display support ticket interactions within the HubSpot timeline (Coming Soon).

  • Implement CRUD operations within the deal process.

  • Incorporate CRUD operations within the engagement process.

  • Access comprehensive details of contacts and associated companies.

  • Enable real-time updates for instances upon changes in HubSpot.

  • Configure role-based view settings for fields.

  • Arrange fields based on specific ordering requirements.

  • Get CSAT response in Hubspot contact timeline (Coming Soon).

Benefits of Using this integration :

  • Streamlined Information Management: CRM centralized customer data for product desking, including preferences, purchase history, and communication records.

  • Improved Customer Understanding: CRM data insights inform personalized product recommendations and desking strategies tailored to individual needs.

  • Enhanced Sales Efficiency.

  • Improved Collaboration.

  • Customer Satisfaction.


Contact us:

For implementation and training assistance, feel free to reach out to us.

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Installation

Please click here for detailed guide.

App Details

Version
1.0.0
Published
Apr 30, 2024
Last Updated
Jun 27, 2024
Installs
2+

Pricing

$7

7-day free trial

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