The HubSpot integration allows HubSpot users to receive Zendesk ticket events and chat transcripts in the HubSpot's contact timeline.
This integration is available to all HubSpot subscriptions.
This article covers the following topics:
- Functionality overview
- Installing and configuring the integration
- Deleting the integration
- Frequently asked questions
Functionality overview
The Zendesk for HubSpot integration enables you to view Zendesk ticket information in the timeline section of a customer's profile page in HubSpot.
Three types of tickets that can be displayed are:
- New tickets created
- Solved tickets
- Solved tickets with CSAT rating
The following ticket information that can be displayed include:
- Title and ticket status
- The whole ticket conversation
- Link to the ticket to Zendesk
- CSAT (Only for solved tickets with CSAT rating)
- Group and Assignee that responded to the ticket
- Tags that have been assigned to the ticket
Installing and configuring the integration
- Visit https://hubspot.zendesk-integrations.com/zendesk.
- Enter your Zendesk subdomain. For example, z3nianhelp.
- Authorize the Zendesk app.
- Allow access to the HubSpot app.
- Authorize Zendesk to use your data.
- Go to your HubSpot account and click Contacts.
- Click on any contact then click the Filter activity... dropdown button.
- Scroll down and tick the Zendesk checkbox.
Three triggers and one target are automatically created after connecting your Zendesk account to HubSpot. These ensure that the tickets are sent to your HubSpot when they are created, solved, or rated.
The following triggers are set up:
- [Hubspot Integration] - Ticket Created
- [Hubspot Integration] - Ticket Solved
- [Hubspot Integration] - Ticket CSAT Rating Submitted
The target is:
- HubSpot Integration
You can disable the triggers if you’d like to turn off the integration.
Deleting the integration
Go to https://hubspot.zendesk-integrations.com/account, enter your Zendesk subdomain and click delete.
See this HubSpot knowledge base article for the steps to delete the Zendesk app from your Hubspot account.
Frequently asked questions
Can I sync Support tickets to the Company timeline or the Deal view?
Currently, you can only display tickets in the contact timeline.
I can’t set up the integration. I am redirected to an “Application Error” page.
Contact Zendesk Customer Support if you are getting this error. This error happens sporadically and we can get it back up within 24 hours.
I can’t see the tickets events in my HubSpot account.
Confirm that you reach the setup complete page for Zendesk.
Make sure you are using the latest version of HubSpot CRM. Consult with a HubSpot specialist in case you need help upgrading to the latest version.
Make sure that the Zendesk checkbox is ticked in the “Filter timeline…” drop down list.
I want to filter out tickets that will go to my HubSpot account.
Go to your Zendesk triggers and find the three triggers created, as described above. These triggers are responsible for sending ticket events to HubSpot. You can edit the conditions of the triggers to filter in/out tickets going to your HubSpot account. The actual JSON payload (ticket information) cannot be modified.
I only see the group and assignee in Solved ticket events in HubSpot
The initial version of the integration doesn’t display ticket information for solved tickets. In the meantime, click on the ticket link to view the ticket information inside Zendesk.
I would like to set up the integration for Zendesk Chat
You can add the Chat widget to your Hubspot pages so your customers can chat to your agents. This requires adding the widget script into your HTML source pages. For more information, see Adding the Chat widget to your website.
I want to modify the ticket information that appears in HubSpot
You can't customize the ticket information that appears in HubSpot.
I want to have my contacts in HubSpot appear in Zendesk
The Zendesk Support for HubSpot integration is one-way with information flowing from Zendesk to HubSpot. In order to create the users from HubSpot in Zendesk, you'll need to use the Support API. For more information, see the Support API documentation.
How are users created in HubSpot?
At this time, only the user's email address is synced from Zendesk. First and last name are not synced.
13 Comments
Hello,
Is it possible to recover old tickets from Zendeskl to have the historical record on Hubspot?
Hi @...,
Unfortunately this isn't possible through the existing integration but there may be another way to do this.
Are you able to give some more details about the use case?
Thanks,
David
We have Hubspot now as our main CRM, and we will be taking from now on our tickets and chats there. I was wondering if we could recover all the tickets we had on Zendesk over Hobspot to keep track of the history we already have.
Hi @...,
Unfortunately there isn't a mechanism to do a bulk historical update of ticket events from Zendesk to Hubspot within the current integration.
I've added this as a feature request for the integration.
Thanks,
David
It seems this only pushes tickets when the submitter is a contact in Hubspot. Would be great if this integration would recognize the "Requester" and push to that contact's timeline.
Can I sync Support tickets to the Company timeline or the Deal view?
Currently, you can only display tickets in the contact timeline.
Where can I upvote this as a feature? We would find this very useful for us.
This is a very bad integration between too big SaaS companies. The contacts don't even sync the First name and last name and you don't update it for 5 years.
Hi @..., @... & @...,
Thank you for your feedback on the integration.
I've captured your requests as feature requests for the product and will let you know if and when we decide to build these into the integration.
Thanks,
David
Is this integration still working?
havent seen any comment for 3 years and syncing is not working on my side
Hi,
This integration just stopped working around the time the vulnerability was announced and we need it. How can we get this integration to send tickets to Hubspot. I followed the below. Thank you.
I can’t see the tickets events in my HubSpot account.
Confirm that you reach the setup complete page for Zendesk.
Make sure you are using the latest version of HubSpot CRM. Consult with a HubSpot specialist in case you need help upgrading to the latest version.
Make sure that the Zendesk checkbox is ticked in the “Filter timeline…” drop down list.
Hi Nala!
Could you please share more context with what's happening when you say syncing is not working? Yes, this integration still works as mentioned here but a Support ticket may be needed to investigate your case.
Regards,
Adrian
Are there plans for the ability to sync contact information from HS to Zendesk?
Hi Melody,
Syncing contact information isn't currently on the roadmap but it would be great to know more about your use case. What details did you want to sync and how did you want to use the data?
Cheers,
David
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