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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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關於此連接器

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

可執行下列動作

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

螢幕擷取畫面

連接器詳細資料

需求條件

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

如何連線

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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