Help your support team members gain valuable insights about customers. With the HubSpot integration, you can now view and manage details of contacts and deals from within Zoho Desk. View existing customer details and deals from HubSpot while adding new customers and deals to HubSpot from Zoho Desk. This integration makes it easy to understand customer information so that you can better prioritize and manage tickets in Zoho Desk.
Key Features:
Manage HubSpot contacts and deals from within Zoho Desk
Gain insights into deals associated with each customer
See the status of deals related to customer organization inside Zoho Desk
Create new customers and deals from Zoho Desk to HubSpot
The integration is too simple and does not serve my purposes.
When registering a Deal you can only enter a title and the amount, nothing else, and you have to fill in Hubspot everything else, such as the lead source agent, the ticket from which it was created, which is the funnel assigned, etc., i.e., it takes less time if you create the deal directly from HubSpot. When creating contact, the same problem; in HubSpot you have to fill in for example which company when this data is already in Desk.
Thanks for the feedback. With regard to your suggestion of adding more information while creating contacts and deals from within Zoho Desk, we shall try to encompass the suggested feature down the lane after contemplating its feasibility as we plan future updates to enhance the product experience. We will keep this review updated if and when there is any positive news on this.
When I try and authorize HubSpot I get the following error message
Couldn't complete the connection Authorization failed because there is a mismatch between the scopes in the install URL and the app's configured scopes. Please contact the app developer.
As updated through the ticket request, our technical team has worked and addressed the reported issue. You shouldn't have any issues authorizing the extension anymore. Kindly reply to the same ticket if you have any other concerns or hit us up at support@zohoextensions.com.
Can't get it to work... just get a spinning circle with no errors. The location of the extension wasn't obvious as first, but I did manage to find it in the case deatail sidebar.
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Hello,
I would recommend you to try HubSpot for Zoho Desk. It would add a lot more value to your Desk account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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Thanks for the feedback. With regard to your suggestion of adding more information while creating contacts and deals from within Zoho Desk, we shall try to encompass the suggested feature down the lane after contemplating its feasibility as we plan future updates to enhance the product experience. We will keep this review updated if and when there is any positive news on this.