Once the HubSpot app has been installed, you can directly manage HubSpot information through the Ticket, Contact, and Contact Group modules of BoldDesk.

View HubSpot Information

• HubSpot’s contacts can only be viewed in the Contact and Ticket modules if they already exist within the BoldDesk system.

• HubSpot’s deals and companies can be viewed in the Contact, Contact Group, and Ticket modules.

• Click on the Contacts, Companies, and Deals tabs to access the mapped HubSpot details.
  

  
  
  

• Expand any contact, company, or deals section to view detailed information.
  

  
  
  

• Click on the contact, company, or deal name to be redirected to the corresponding HubSpot contact page.
  

  
  
  

• To see all companies or deals in HubSpot, click the View All button.
  

  
  
  

Create HubSpot contacts in BoldDesk

1. If the contact is not in HubSpot, click Create Contact to add a new one.
   

   
   
   

2. Enter the required contact information to create a new contact.
   

   
   
   

Create HubSpot Company in BoldDesk

1. To create a new company, click Create Company.
   

   
   
   

2. Enter the required company details to create a new company.
   

   
   
   

Create HubSpot Deal in BoldDesk

1. To create a new deal in BoldDesk, click Create Deal.
   

   
   
   

2. Enter the required deal information to create a new deal.
   

   
   
   

FAQs

1. Why don’t some HubSpot contacts appear in BoldDesk?
   HubSpot contacts only appear if they already exist in BoldDesk. Sync or create them manually if they are missing.

2. Can I edit HubSpot contact or deal information from BoldDesk?
   No. BoldDesk displays synced data, but editing must be done directly in HubSpot.

3. Can I map custom fields from HubSpot?
   HubSpot custom fields may not appear unless supported by the integration. Standard fields for Contacts, Companies, and Deals are always available.

Related Article

How to Install and Configure HubSpot CRM with BoldDesk