CRM, helpdesk and sales
HubSpot
Every conversation becomes a HubSpot contact and a timeline entry; hand-offs become tickets.
This connection is on the way
It is not something you can switch on yet. Here is what it will do and how it will be set up, so you know what to expect.
01What it does
Contacts, timeline entries and tickets kept current
Connect HubSpot and your mate keeps it current: a new visitor becomes a contact, each conversation lands on the timeline, and a hand-off opens a ticket with the transcript, so your team works from HubSpot without copying anything.
02How to switch it on
Sign in to HubSpot when you connect it and allow the contacts and tickets scopes.
Choose what is written back — contacts, timeline entries, tickets on hand-off.
Publish; the next conversation shows up in HubSpot.
03What it needs
A sign-in to your HubSpot account when you connect it, and the scopes you allow.
04Questions
Be the first to know
Tell us this is the channel you want and we will let you know the day it opens.