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Manage HubSpot Information in BoldDesk
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Overview
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.
- 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
- If the contact is not in HubSpot, click Create Contact to add a new one.
- Enter the required contact information to create a new contact.
Create HubSpot Company in BoldDesk
- To create a new company, click Create Company.
- Enter the required company details to create a new company.
Create HubSpot Deal in BoldDesk
- To create a new deal in BoldDesk, click Create Deal.
- Enter the required deal information to create a new deal.