Category / Section
Set up HubSpot app with BoldDesk
Published:
Installing and Configuring the HubSpot App
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.
The HubSpot integration tool helps the support teams organize all the details of your customers, sales opportunities, and company details within BoldDesk.
Check out this video tutorial for more details.
Key features
- View HubSpot contacts, deals, and companies’ information in BoldDesk.
- Add new contacts, deals, and companies to HubSpot.
- Send newly created and solved/closed ticket details to HubSpot as activities.
How to install and configure the HubSpot
Follow the provided steps to install the HubSpot app:
- Navigate to the Admin menu > Marketplace.
- Search and select the HubSpot app.
- Click the Install button to initiate the installation process.
- Follow the authorization process to the HubSpot website to enter your HubSpot email ID and password. Then, click Log in to continue.
Edit the HubSpot Configuration
Configuring field visibilities
- Choose up to 10 fields for HubSpot objects (Contact, Deal, Company) to be displayed in BoldDesk’s ticket, contact, and contact group modules.
Configuring HubSpot App permissions and visibility
App permissions allow you to manage access to integrated applications within your organization. You can control who can read, modify, and use applications based on roles and brands.
For detailed configuration steps, please refer to the following link:
App Permissions & Visibility Guide
Configure ticket action
- Enable ticket action to select one or more BoldDesk events to send ticket information to HubSpot.
- Select one or multiple events to send ticket details to HubSpot.
