How to Install and Configure HubSpot CRM with BoldDesk
HubSpot is a comprehensive Customer Relationship Management (CRM) platform that offers a suite of tools and features designed to help businesses attract, engage, and delight customers. This guide provides step-by-step instructions to integrate the HubSpot CRM app with your BoldDesk portal. The integration enables seamless synchronization of customer data, tickets, and activities between your support and marketing teams—enhancing visibility and collaboration.
Key Benefits of the HubSpot Integration
- View HubSpot contacts, deals, and company details directly in BoldDesk.
- Add new contacts, deals, and companies to HubSpot from BoldDesk.
- Automatically send ticket creation and resolution details to HubSpot as activities.
Check out this video tutorial for more details.
Install and Configure the HubSpot
Prerequisites: Admin access to the BoldDesk portal and a valid HubSpot account with login credentials. Follow the provided steps to install and configure HubSpot:
Step 1: Install the HubSpot App
- Go to Admin > Marketplace in your BoldDesk portal.
- Search for and select the HubSpot app.
- Click Install to begin the installation.
- Authorize the integration by logging into your HubSpot account.
Step 2: Configure HubSpot Integration
A. Field Visibility Settings
Select up to 10 fields for each HubSpot object (Contact, Deal, Company) to display in: Ticket view, Contact view, and Contact group view
B. App Permissions & Visibility
Define which roles or brands can access, modify, or use the HubSpot app. Learn more on Managing App Permissions and Visibility.
Step 3: Enable Ticket Actions
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Enable ticket action to send ticket data to HubSpot.
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Choose one or more events (for example, ticket created, solved, closed) to trigger data sync.
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Ticket details will be logged as activities in HubSpot.
Step 4: View Ticket Activities in HubSpot
- In HubSpot, go to the Activity tab of a contact.
- Click Filter activity.
- Select BoldDesk to view synced ticket events.
HubSpot CRM Ticket Activity Details
When a ticket is created in BoldDesk, an activity is automatically added to the corresponding HubSpot contact’s timeline. This entry includes the requester’s name, ticket subject, description, and a direct link to the ticket.
Similarly, when a ticket is solved or closed, a new activity is logged in HubSpot. This includes the ticket link, requester, agent name, subject, and description—providing a clear summary of the resolution.
These updates help ensure that your team can easily track support interactions within HubSpot, alongside your existing CRM data.
Frequently Asked Questions (FAQs)
Q1: Can I customize which HubSpot fields appear in BoldDesk?
Yes. You can select up to 10 fields per object (Contact, Deal, Company) to display in BoldDesk.
Q2: What events can trigger ticket sync to HubSpot?
You can configure events such as ticket creation, resolution, or closure to trigger activity logging in HubSpot.
Q3: Can I restrict access to the HubSpot app in BoldDesk?
Yes. Use app permissions to control access based on user roles and brands.
