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HubSpot

This integration connects Zendesk action flows to HubSpot, enabling automated CRM tasks for managing contacts, companies, deals, tickets, and users through secure OAuth 2.0 authentication.

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À propos de ce connecteur

The HubSpot integration allows admins to connect Zendesk's action builder to HubSpot's CRM system, automating workflows that create, update, and look up various HubSpot objects. By integrating these platforms, organizations can improve collaboration between customer service and sales teams while maintaining data consistency. The integration supports both standard HubSpot fields and custom properties defined in HubSpot accounts, enabling comprehensive CRM management directly from Zendesk workflows.

Actions

Les actions suivantes sont disponibles

  • Create contact

  • Update contact

  • Lookup contact

  • Create company

  • Update company

  • Lookup company

  • Create deal

  • Update deal

  • Lookup deal

  • Create ticket

  • Update ticket

  • Lookup ticket

  • Lookup user

Captures d’écran

Détails du connecteur

Prérequis

All Suites (Team, Growth, Professional, Enterprise, or Enterprise Plus) OR Support (Team, Professional, or Enterprise)HubSpot account with appropriate permissionsOAuth 2.0 authentication

Comment connecter

In Admin Center, go to Apps and integrations > Actions > Action flowsCreate or edit an action flowUnder External actions, click HubSpotClick ConnectFollow HubSpot's prompts to authenticate via OAuth 2.0

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