Set up HubSpot app with BoldDesk

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.

Key features

1. View HubSpot contacts, deals, and companies’ information in BoldDesk.
2. Add new contacts, deals, and companies to HubSpot.
3. 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:

1. Navigate to the Admin menu > Marketplace.
2. Search and select the HubSpot app.
   
   
3. Click the Install button to initiate the installation process.
   
   
4. 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

1. 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

1. You can directly manage access to the “HubSpot app” within your organization by setting permissions. You can explore two key options:

   • All Agents: This option makes the app available to all users without consideration of their specific roles or permissions.
   • Specific Roles: This option customizes the app’s visibility, limiting access to users with specific roles or permissions within your organization.

2. After setting app permission, remember to click the Save button.
   

   

Enhancing access control with specific modules

1. With the modules in BoldDesk, you can specify the precise location from which you want to retrieve your HubSpot data.

2. To View and directly manage the HubSpot contacts, deals, and companies’ information within the BoldDesk app, navigate to the following three modules:

   • Ticket module
   • Contacts module
   • Contact groups module

3. Once you’ve configured the target module, click the Save button.
   

   

Configure ticket action

1. Enable ticket action to select one or more BoldDesk events to send ticket information to HubSpot.
2. Select one or multiple events to send ticket details to HubSpot.