Connect HubSpot to your helpdesk

What does the HubSpot integration do?

What sales knows about a customer, support sees too: contact, company and open deals.

• The HubSpot contact, matched on email address
• The company and deals with stage and amount
• Optional: create a new contact in HubSpot
• Optional: log the ticket as a note on the contact

What do you need to connect?

You create a private app in HubSpot with read scopes for contacts, companies and deals. If you want SupportChannel to write as well, you also grant write access to contacts. You enter the access token in SupportChannel.

What does support see, and what does sales see?

Support sees on the ticket what the CRM holds about the customer. If you switch on writing, sales sees in the CRM that the customer was in touch. Using another CRM? An integration with Pipedrive is planned too.

How does your customers' data stay safe?

• Reading is on, writing is your choice. An integration only reads by default. Writing back, such as a note or a new contact, is switched on deliberately by an admin per connection.
• The AI never moves money. Refunds and cancellations are done by a person only, with a confirmation. The AI agent reads the order and replies, nothing more.
• An order number is not proof. We search from the ticket, on the customer's known addresses and numbers. Someone who only gives an order number hears at most the status of that one order, and only when the email address matches too.
• Keys encrypted, with the fewest rights. Each integration lists the minimum rights it needs. Keys are stored encrypted and never reach the browser or a log.
• A slow store never holds up your ticket. If a system does not answer in time, the ticket opens anyway and you see honestly which integration did not answer.