Don't toggle between HubSpot and Zendesk; instead, harness the power of the HubSpot CRM-Zendesk Integration App.
- November 25, 2023
6 min read
Multitasking is efficient no doubt about it, but jumping between different software tools and multiple tabs at a time is a bit hectic task even for the experts.
Have you ever experienced the drawbacks and challenges of constantly switching between different products? It can be quite time-consuming to keep jumping from one platform to another just to respond to your customers.
Consider this scenario: Your Zendesk agent needs a Deal/contact/ Ticket details & report about the customer from HubSpot. What does the agent have to do? They need to switch to the HubSpot platform, gather the necessary information about the customer, and then report it internally. Imagine how difficult and time-consuming it can be to frequently switch between different products.
To overcome this challenge, Saasly has introduced a powerful and game-changing integration between HubSpot and Zendesk. This integration allows Zendesk users to seamlessly streamline their customer and sales processes within their operations. Now, there's no need for constant back-and-forth between platforms, making it much easier for agents to provide efficient and timely responses to customer inquiries.
Ticket Updates as HubSpot Activities: Enhancing Team Collaboration
Effective communication between support and sales teams is essential for a cohesive customer experience. With the HubSpot-Zendesk integration, ticket updates are seamlessly translated into HubSpot activities. This feature ensures that your sales team stays informed about ongoing support interactions, fostering better collaboration between the two departments. This real-time communication streamlines workflow and helps teams align their efforts for maximum efficiency.
Deal Creation from Zendesk: Turning Inquiries into Opportunities
The integration allows for the effortless creation of new deals in HubSpot directly from Zendesk. This streamlined process ensures that your sales team can capitalize on customer interactions, turning queries into potential revenue-generating opportunities. It's a win-win for both support and sales departments.
Contact Sync: Keeping Information Up-to-Date
One of the key benefits of integrating HubSpot and Zendesk is the automatic synchronization of contacts. Whenever a new ticket is created in Zendesk, the integration ensures that customer information stays up-to-date in both systems. This not only saves time but also ensures that your support team has the latest details at their fingertips.
Sync Control: Tailoring Data Management to Your Needs
Flexibility is crucial when it comes to data management. With the HubSpot-Zendesk integration, you have complete control over the syncing process. Whether you need real-time updates or prefer a scheduled sync, the flexibility provided empowers you to manage data in a way that best suits your workflow and objectives.
View Contact Details and Contact List: Gaining Valuable Insights
Accessing detailed contact information is vital for understanding your customers and tailoring interactions to their needs. This integration enables your support team to view comprehensive contact details from HubSpot within Zendesk. Additionally, you can easily access the list of contacts associated with a specific contact in HubSpot directly from Zendesk.
Installing HubSpot CRM Connect Application: A Step-by-Step Guide
Follow the below steps to install the application and unleash the full potential of the HubSpot-Zendesk integration:
Purchase and Access HubSpot CRM Connect Application
- After purchasing the HubSpot CRM Connect Application, navigate to your ticket details
Access HubSpot CRM Connect Settings
- Click on the HubSpot CRM Connect settings gear icon on the top-right corner
Configure Credential Details
- It will take you to the Credential Details page
- Zendesk admin E-mail
- endesk Subdomain
- Zendesk API Key
Generate Zendesk API Key
- Navigate to the Zendesk admin centre
- Click on
Apps and Integration
- lick on
Add API Token
- Provide a description, copy the generated API key, and click "Save."
Add Zendesk API Key to HubSpot CRM Connect
- Insert the Zendesk API key into the Credential Details page of HubSpot CRM Connect
- Click "Submit" to save the information
- Click on "Install" to authenticate HubSpot
- The application will redirect to the HubSpot page
Log in to HubSpot Account
- Click and log in to your HubSpot account
- Select the HubSpot Account
- After logging in, choose your specific HubSpot account for the integration
- You will see a successful message
The integration of HubSpot and Zendesk is a strategic move for businesses aiming to optimize workflows, enhance customer interactions, and improve overall efficiency in both support and sales operations. By leveraging the core features of this integration, your team can navigate seamlessly between platforms, ensuring a unified and effective approach to customer engagement. Embrace the power of integration and unlock new possibilities for your business today.
We trust that you gained valuable insights into agent productivity, CRM integration, and helpdesk synchronization from this article.
To discover all available applications, visit this link: https://saasly.in/apps
If you're interested in building an integration or have inquiries about existing integrations, feel free to reach out to us: https://saasly.in/contact-us
Our team looks forward to connecting with you and guiding you through the process of having the greater apps for your Zendesk instance. Also, helps you to list your own porduct from any industry to different commercial marketplaces.
Saasly offers a straightforward and accessible iPaaS Solution; simply get in touch with us. We are a trusted technology and solution partner for Zendesk, Microsoft, Shopify, Zoho, and Freshworks, focusing on platform integration services and app development. Our expertise shines in delivering iPaaS integration and implementation solutions on a global scale, particularly for seamlessly integrating Custom and Commercial Marketplace applications with SaaS products. Our objective is to optimize and automate your organization's business operations by harnessing the capabilities of iPaaS Solutions, providing more than just a service – a highly productive solution.