How to Integrate HubSpot with ProProfs Help Desk
Keeping your support tickets and sales data connected is key to streamlining customer interactions. With the HubSpot integration in ProProfs Help Desk, you can view contact details, access deal information, and even create new deals—all without leaving your help desk. This ensures seamless collaboration between your support and sales teams.
Benefits:
-
Better Customer Context: Agents get HubSpot insights in tickets, enabling personalized and informed support.
-
Data Consistency: Automated sync ensures records stay accurate across platforms.
-
More Productive Teams: Unified data lets teams focus on customers and deals instead of juggling tools.
Use Case: A support agent receives a ticket from a new customer, and the contact is automatically created in HubSpot for sales to follow up. If the customer shows interest in an upgrade, the agent can create a HubSpot deal from the ticket, ensuring the opportunity is captured instantly and both teams stay aligned.
Integrating HubSpot with ProProfs Help Desk
Step 1: Connect HubSpot
- Navigate to Settings -> Integrations -> HubSpot in your ProProfs Help Desk account.
- Click Connect HubSpot.
- Authenticate your HubSpot account.
- Once authorized, your HubSpot account will be linked and ready to use.
Step 2: Access HubSpot from Tickets
- After integration, a HubSpot icon appears in the ticket conversation section.
- Click the icon to view customer details and deal lists (if the contact exists in HubSpot).
Step 3: Create New Deals
- In the HubSpot window, click Create Deal.
- Fill in the required details.
- Click Create Deal to add the deal to HubSpot instantly.
That is all about integrating HubSpot with ProProfs Help Desk. Please contact our support team if you encounter any issues or questions.