How the HubSpot CRM Freshdesk Integration Supercharges Your Support & Sales

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How the HubSpot CRM Freshdesk Integration Supercharges Your Support & Sales

Lee Robinson

Benny

- July 24, 2025

6 min read

helpdesk

Support agents juggling tickets like circus performers? Sales reps missing key context while wooing leads?
If that sounds like your team, then buckle up—because the HubSpot CRM–Freshdesk Integration is here to turn chaos into customer harmony.

Let’s face it – sales and support teams are often like ships passing in the night. One’s closing deals, the other’s solving problems. But what happens when they work together seamlessly on the same page (literally)? Magic. That’s exactly what this two-way integration brings to the table.

In this blog, we’ll break down:

  • ✅ How this integration works
  • ✅ Why it matters
  • ✅ How your team can benefit from it starting today

🤝 Why the HubSpot CRM–Freshdesk Integration Matters

Let’s say you're a support agent named Sam. You receive a ticket from a customer, Jane, complaining about a billing issue. With this app, you don’t just see the ticket—oh no, you see Jane’s entire customer story:

  • Her latest deal status
  • Her past support history
  • The sales rep she’s been talking to
  • Even her CSAT score from a month ago (yikes)

You’re not guessing who Jane is. You know who Jane is.

On the flip side, if you’re a sales rep looking at Jane in HubSpot, you now get instant visibility into:

  • Tickets Jane has raised
  • Their statuses
  • Who solved them
  • What feedback she gave

This isn’t just another CRM plugin. This is context-powered collaboration.


🔍 What You Can Do With the HubSpot CRM Freshdesk Integration

👨‍💼 For Support Teams (Freshdesk View)

Inside Freshdesk, your agents can:

  • ✅ View HubSpot contact details without switching tabs
  • ✅ Access companies and deals linked to the customer
  • ✅ Create new contacts or deals directly from a ticket
  • ✅ See deal stages and pipeline progress
  • ✅ Understand the customer before even replying

That’s like being Sherlock Holmes—only faster and with fewer violin solos.

💼 For Sales Teams (HubSpot View)

Over in HubSpot, the sales reps get:

  • 📌 A ticket activity timeline under each contact
  • 📌 Filters to see all support interactions
  • 📌 Ticket details like subject, agent name, and conversation history
  • 📌 CSAT ratings for each interaction
  • 📌 Real-time updates synced from Freshdesk

Now your salespeople don’t have to Slack the support team 47 times a day to ask, “What’s going on with this customer?”

helpdesk

🛠️ How the HubSpot CRM Freshdesk Integration Works (Behind the Scenes)

The integration isn’t magic—it’s just really smart engineering. Here’s how the connection flows:

🔁 Two-Way Sync

Whenever a new ticket is created in Freshdesk, HubSpot gets updated. When new info is added to HubSpot, Freshdesk shows it too.

📅 Timeline Magic

HubSpot’s contact timeline gets all the Freshdesk ticket updates. It’s like a highlight reel of the customer's support history.

📚 Data in Context

You can view the customer’s name, email, company, phone, create date, last activity date—and that's just the start.

🔎 Ticket Deep Dive

Each ticket shows the subject, full description, agent name, and even the entire chat or email thread.

helpdesk

--- ## 💡 Real-Life Use Case: Meet Support Agent Tina and Sales Rep Mike

Let’s say Tina is handling a ticket from John, who’s asking why his premium subscription didn’t activate.

With the HubSpot CRM Freshdesk Integration:

  • Tina sees that Mike (in Sales) recently closed a deal with John
  • She checks the timeline and notices there was a recent upsell conversation
  • Instead of replying with a generic “we’re sorry,” Tina personalizes the response and escalates the issue correctly

Meanwhile…

  • Mike, in HubSpot, sees the ticket Tina just handled
  • He notices John gave a glowing CSAT rating and uses that in his follow-up email to offer a referral discount

Support and sales, working like PB&J. Smooth.


⚙️ Installation Guide: Get Set Up in Minutes

Don't worry—no need to call your IT guy named Raj just yet. Installing the HubSpot CRM Freshdesk Integration is easy:

  1. Install the App
    Head to the Freshdesk Marketplace and find the HubSpot CRM Integration.

  2. Authenticate with HubSpot
    You’ll be redirected to HubSpot—log in with your admin credentials.

  3. Return to Freshdesk
    Authenticate again with your Freshdesk subdomain and API key.

  4. Click Install
    That’s it. No code. No rituals. Just click and go.


🌟 Benefits That Make Everyone Smile (Even Your CFO)

💬 Unified Communication

Say goodbye to mixed messages and hello to informed replies. Support knows what sales promised. Sales knows what support fixed.

🚀 Faster Response Time

Agents don’t waste time asking for customer history—it’s all there. Sales can follow up with relevant info based on support events.

📈 Better Customer Experience

Customers don’t care which team they’re talking to—they just want to feel heard. This integration ensures they’re treated like royalty.

🧠 Smarter Teams

With ticket insights flowing both ways, support agents become customer experts, and salespeople sound like they’ve been reading the customer’s diary (without the creep factor).


🙋 FAQs You Were Probably Going to Ask

Q: Do I need admin access in HubSpot and Freshdesk?
Yes! Otherwise, the app will politely decline to install.

Q: What happens if a contact doesn't exist in HubSpot?
No problem. Agents can create new HubSpot contacts right from Freshdesk.

Q: How often does the data sync?
Real-time updates! So no awkward “I didn’t see that” moments.

Q: Is there a cost involved?
The app is free to install, but features may vary depending on your plan.
Check the Freshdesk Marketplace for the latest pricing.


🎯 Who Should Use This Integration?

  • SaaS companies managing lots of customer queries and ongoing deals
  • E-commerce businesses wanting better alignment between support and sales
  • Any business tired of duplicate data entry or missed customer context

If your teams are siloed, this integration tears down the walls like it’s 1989.


🚀 Final Thoughts: A Small Step for You, a Giant Leap for Customer Teams

The HubSpot CRM Freshdesk Integration isn’t just another tool—it’s your secret weapon for building a connected, empowered, customer-obsessed team.

It lets agents and salespeople work together without stepping on each other's toes.

So stop switching tabs. Stop copy-pasting ticket links into Slack.
Start syncing your systems and giving your customers the kind of experience that gets five-star reviews (and maybe a heartfelt thank-you email).

Ready to connect your CRM and support like never before?
👉 Install the HubSpot CRM – Freshdesk Integration today!