HubSpot and Zendesk
Install Zendesk Sync by StackTie
Your sales team sees the whole support picture on the HubSpot record. Nobody needs a Zendesk seat to get it.
Two approvals, about 5 minutes. Free for 14 days and you do not need a card to start. You can stop at either screen and nothing is created.
One thing to know first
Zendesk is still reviewing us for public access. Until that is done, Zendesk will turn you away at its approval screen. Email us and we will tell you the day it opens.
Not on the HubSpot marketplace yet. Same app, same approval screens, installed from here instead.
What you’ll need
Worth a quick check now. Any one of these missing will stop you halfway through.
- You are a super admin in HubSpot. Only a super admin can approve an app.
- You have Service Hub, on any plan including the free one. Tickets live there.
- You are an admin in Zendesk, and you know your Zendesk address. If you sign in at northwind.zendesk.com, that is northwind.
How it works
Three screens, in this order. Nothing happens until you have approved both systems.
Tell us your Zendesk address
Zendesk keeps its approval screen on your own address rather than a shared one, so we need it before we can send you there.
Approve in Zendesk
One click. It also sets up the connection that keeps tickets current, so there is nothing left for you to configure.
Approve in HubSpot
Pick the account you want tickets in. That is the whole sign-up. No password, no form.
What you’re approving
Both systems will show you this before you agree, so nothing here is a surprise. It is written out in full, including the parts we would rather not have to ask for.
More detail in the privacy policy.
Zendesk
- Read your tickets and their conversations.
- Read the people and organisations attached to them, so a customer matches the contact you already have rather than becoming a second one.
- Update a ticket, only if you switch that on later. It is off to begin with.
- Nothing is ever deleted.
HubSpot
- Create and update tickets, and the properties on them, so Zendesk fields become real HubSpot fields you can filter and report on.
- Read and update contacts and companies, so a ticket shows on the company and its deals, not just on one person.
You’ll know it worked when
Open a company whose customers have raised Zendesk tickets. The tickets and the conversation are on the record, and the activity log tells you what came across.
If it does not, that is our bug, not your setup. Email michael@stacktie.com and a person will read it.
Install Zendesk Sync by StackTie