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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.
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  • Expand any contact, company, or deals section to view detailed information.
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  • Click on the contact, company, or deal name to be redirected to the corresponding HubSpot contact page.
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  • To see all companies or deals in HubSpot, click the View All button.
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Create HubSpot contacts in BoldDesk

  1. If the contact is not in HubSpot, click Create Contact to add a new one.
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  2. Enter the required contact information to create a new contact.
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Create HubSpot Company in BoldDesk

  1. To create a new company, click Create Company.
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  2. Enter the required company details to create a new company.
    Picture8.png

Create HubSpot Deal in BoldDesk

  1. To create a new deal in BoldDesk, click Create Deal.
    Picture9.png
  2. Enter the required deal information to create a new deal.
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