Zendesk and HubSpot, not switched on yet

Every Zendesk ticket opens, solves and rates itself onto the HubSpot contact timeline, the deal stage and owner from HubSpot are written onto the Zendesk user, and a bad rating becomes a task for the deal owner. You paste two keys in your account and we switch it on for you.

Tell us you need it Mine is a bit different

Not switched on for anyone yet. Say you need it and it moves up the list; we reply with a date and a price.

More with these apps: all Zendesk integrations · all HubSpot integrations

There are already two HubSpot and Zendesk integrations. Why a third?

There are, and HubSpot's community explains they do different things: HubSpot's own syncs contacts and tickets, with ticket sync one way, and Zendesk's puts ticket events and chat transcripts on the HubSpot timeline. If either covers you, use it. Ours is for the space between: your rules for what lands where, the deal stage in front of the agent, a bad rating becoming somebody's task, and a person fixing it when either API changes.

What moves, and when

The details you would normally get after a sales call. Here they are up front.

What	Direction	When	Rule
Ticket onto the timeline	Zendesk to HubSpot	Within seconds	Opened, solved and rated, each as a timeline note with a link to the ticket
Deal stage on the requester	HubSpot to Zendesk	Within seconds	Written as a user field and a tag, so an agent sees Trial, Customer or Churned before answering
Owner in Zendesk	HubSpot to Zendesk	Within seconds	The deal owner's name on the user, for the moment support wants to loop sales in
Bad rating to the owner	Zendesk to HubSpot	Within seconds	A task on the contact for the deal owner, with the customer's own words
Escalation	HubSpot to Zendesk	When a HubSpot ticket gets the tag you choose	Opens a Zendesk ticket in the support queue, linked back
Duplicate check	Both ways	Every change	Matched by email; a Zendesk user without one stays unmatched rather than guessed

How to set up Zendesk and HubSpot

A few minutes of your time, then it's ours.

Say you need Zendesk and HubSpot

Press Tell us you need it. We reply with a date, and the price stays $39 a month when it's live.
We reply with a date and a price

Nothing is charged for asking. When it's live you pay, and the account opens with this integration waiting for its two keys.
3
Paste the Zendesk API token and the HubSpot private app token
- Zendesk API token: in Zendesk open Admin Center, then Apps and integrations, then APIs. On the API configuration page tick Allow API token access and save. Full Zendesk guide
- HubSpot private app token: in HubSpot open Settings, then Integrations, then Private apps, and create an app. Full HubSpot guide
Each screen carries the full guide with the exact menu names, about seven minutes for both.
We check both keys

Each key is checked against Zendesk's and HubSpot's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
Open one test ticket, then we switch it on

A minute or two. Write in to your own support address and watch it land on the contact in HubSpot. From then on we watch it for you. A person checks the setup and switches it on, within a working day.

When Zendesk or HubSpot changes its API, we fix it within a working day. You don't get a ticket to solve.

$39a month

Everything in the table above, with monitoring on.
Fixes when either app changes its API.
A person on live chat, weekdays 10:00 to 19:00 EET.
Custom logic beyond the table is priced separately.

Tell us you need it

The price when it's live. Nothing is charged for asking.

Ways to connect Zendesk and HubSpot

Three ways people connect these two, and what each one asks of you. The built-in app is described above.

Built-in appZapier or MakeDovetly

Who sets it upYou, in the app's own settingsYou, one step at a time in the scenario editorNot built yet. Say you need it and we reply with a date and a price.

Who fixes it when it breaksThe vendor, when it ships a fixYou: the scenario is yours, so the fix is tooWe do, within a working day, and we watch it

What you need to knowThe app's own settings and what they coverTriggers, actions, filters and how the fields of Zendesk and HubSpot mapWhere the two keys are. The guide shows it.

PriceSet by the vendorSet by the builder's plan, counted in tasks or operations$39 a month, flat, whatever the volume

Before you decide

Can support see the deal amount?

Only if you want them to. Stage and owner go across by default; the amount is a field you can add or leave out while connecting.

Can agents answer from HubSpot?

No. The reply belongs in Zendesk, where it is recorded against the customer. HubSpot gets the history and the ratings, which is what sales needs before a renewal call.

Anything to know about Zendesk?

Token access is a switch in the Zendesk API settings, and it has to be on before any token works.

Anything to know about HubSpot?

Private apps are available on the free CRM, so no paid plan is needed for the token.

What if mine is a bit different?

Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price within a working day and build into the same account.