Zendesk _ HubSpot CRM Integration

Introduction: 

The application is designed to aid agents and boost productivity, particularly in ticket replies and communication.

Overview :

 TheHubSpot and Zendesk integration empowers support teams to access and generate HubSpot events directly within Zendesk tickets. This streamlines the process, enabling accurate responses without leaving Zendesk or involving the sales team unnecessarily. 

Features: 

Contact Sync: Automatically updates contacts when new tickets are created in Zendesk, ensuring current customer information.

Sync Control: Flexible management of data syncing to suit your needs.

Ticket Updates as HubSpot Activities: Keep sales informed with ticket updates as HubSpot activities, fostering seamless communication between support and sales teams.

Deal Creation from Zendesk: Effortlessly convert customer inquiries into potential sales opportunities by creating deals in HubSpot directly from Zendesk.

View contact details: Access detailed contact information from HubSpot within Zendesk for better customer interactions.

View Contact List: Easily see the list of contacts associated with a specific contact in HubSpot from Zendesk, providing a comprehensive view of customer relationships.

Value:

• Optimize workflows and enhance customer interactions by integrating HubSpot and Zendesk.
• Improve efficiency in support and sales operations for better overall performance   

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Installation Process : 

Follow the below steps to install the application.

Purchase and access the HubSpot CRM Connect application:

After purchasing the HubSpot CRM Connect application, navigate to your ticket details.

Access HubSpot CRM Connect Settings:

Click on the HubSpot CRM Connect settings gear icon on the top-right corner.

Configure Credential Details:

• It will take you to the Credential Details page, which includes the following information:
• Zendesk admin email.
• Zendesk Subdomain.
• Zendesk API Key.

Generate a Zendesk API key:

• Navigate to Zendesk admin centre
• Click on "Apps and Integration.".
• Click on "Zendesk API.".
• Click "Add API Token.".
• Provide a description, copy the generated API key, and click "Save.".

Add Zendesk API Key to HubSpot CRM Connect:

1. Insert the Zendesk API key into the Credential Details page of HubSpot CRM Connect.
2. Click "Submit" to save the information.
3. Click on "Install" to authenticate HubSpot.
4. The application will redirect to the HubSpot page.
5. 
   

Log in to your HubSpot account:

• Click and login to your HubSpot account.
• Select a HubSpot account.
• After logging in, choose your specific HubSpot account for the integration.
• You will see a successful message.