Hubspot CRM PRO by Saasly for Zendesk

Created by Arun K, Modified on Mon, 15 Apr at 12:52 PM by Arun K

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.


Engagements : Access the CRUD operations inside Zendesk without switching to a Hubspot account. Current Sync from Hubspot to Zendesk is in development; in future updates, we can expect this feature to live.



Value:


Optimize workflows and enhance customer interactions by integrating HubSpot and Zendesk.

Improve efficiency in support and sales operations for better overall performance   


Benefits of using this integration:


  • Streamlined Information Management: CRM centralizes customer data for product design, including preferences, purchase history, and communication records.
  • Improved Customer Understanding: CRM data insights inform personalized product recommendations and design strategies tailored to individual needs
  • Enhanced Sales Efficiency 
  • Improved Collaboration
  • Customer Satisfaction


 


 


Contact us: For any implementation & Query Support, Reach out to us ( link



How to install: 


  • Coupon Code : ( Contact us ) Without a credit card to access the trail period.
  • Click the Install Button and Complete the Role Configuration process
  • Menu Bar   Click this icon, and a full-page application will be opened.
  • Click the Authentication Menu, then click the Authenticate Button for Hubspot ( connect the Hubspot Account )
  • Click the Authenticate Button for Zendesk (to connect the Zendesk account )
  • Click on Contact Configuration to enable the Sync process

  • Click on Company Configuration to enable the Sync process.

Thanks for installing this Application!!


Traning video ( Link )


Feedback Form ( Link )








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