HubSpot integration
Reply with the whole customer story in view
Connect HubSpot to Herodesk and get the full CRM overview (contact, company, deals and tasks) next to every conversation.
Free VIP onboarding included for every customer.
See all integrationsHelpdesk for HubSpot
The full CRM picture, next to every conversation
Herodesk connects directly to HubSpot and looks up the person by their email address. Their contact, company, deals and open tasks appear in the sidebar the moment you open the conversation.
- Everything in one place.
- Right next to your customer’s question you get their HubSpot contact and company details, every deal with its stage and amount, and their open tasks.
- Reply to customers faster.
- With CRM context on screen you understand the relationship instantly, so your replies are quicker and more relevant.
- Sales and support in sync.
- Support sees what sales is working on, keeps contact fields up to date and logs customer emails in HubSpot: no switching tools, no guessing where a deal stands.
Contact & company sync
Herodesk Plus & ProSync contacts and companies from HubSpot into Herodesk
Keep your customer records in step with HubSpot automatically. Contact and company information flows into Herodesk and stays up to date: no manual copying, no drift between systems.
The HubSpot widget works on every Herodesk plan, Free and Basic too. Contact and company sync is part of Herodesk Plus and Pro only, so it is not included in Free or Basic.
- Sync contacts
- Names, emails, phone numbers and key contact fields flow from HubSpot into Herodesk and update automatically as they change.
- Sync companies
- Company records and the contacts attached to them stay in sync, so support always works from the right account details.
AI agents
What the AI agent can do with HubSpot
The AI agent can pull up a customer’s CRM contact, company, deals and tasks (and log notes or create follow-up tasks) right inside the conversation.
- Look up the CRM contact and company
- List deals, quotes and open tasks
- Log a note on the contact
- Create a follow-up task
Can you check where my quote and order stand?
- Look up the CRM contact and company
- List deals, quotes and open tasks
I’ve pulled up your account: your latest quote is approved and your order ships this week. I’ve logged a note for your account manager.
Features
Everything the HubSpot integration includes
Connects in minutes and looks up the contact automatically by email.
- Automatic contact lookup
- Herodesk matches the conversation’s email address to the HubSpot contact and pulls their details in automatically.
- Contact & company details
- See the contact’s name, email, phone and lifecycle stage, along with the company they belong to.
- Deals overview
- Every associated deal is listed with its stage, amount and close date, so you know the state of the relationship at a glance.
- Open tasks
- See the contact’s open HubSpot tasks and due dates without leaving the conversation.
- Log emails in HubSpot
- Pick emails from the conversation and log them on the HubSpot contact, attachments included. Add them to the contact’s company too if you like.
- Create and assign tasks
- Create a follow-up task from the conversation and assign it to anyone in HubSpot. If you have a HubSpot user, it’s assigned to you by default.
- Notes and tasks on the company
- Notes and tasks you create from Herodesk are also linked to the contact’s company in HubSpot, so they show up on the company record too.
- Two-way contact sync
- Herodesk Plus & Pro
- Keep key contact fields in sync between Herodesk and HubSpot automatically.
- Open in HubSpot
- Jump straight to any contact, company or deal in HubSpot in a single click.
Give your team time back
Start your free trial with free VIP onboarding. Meet a product specialist online and get personal help until everything is up and running to your satisfaction.
Ken Primby
CEO · Pluspige
From a Herodesk customer
4 to 6
hours saved on cleanup after live sales
Read the customer story“Herodesk brought all our channels together, saved us several hours of manual cleanup after our live sales and gave the team a clear overview.”