HubSpot Diamond Solutions Partner
HubSpot & Document360 Integration: Operationalize Your Knowledge Base
Bridge the gap between your service desk and your documentation. Automatically surface relevant knowledge base articles within HubSpot tickets and sync contact permissions to ensure seamless, secure access to your technical resources without manual provisioning.
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Turn Documentation into Action
Your technical writers and product experts shouldn't write into a void. Integrating Document360 with HubSpot turns your static documentation into a dynamic support engine that puts answers exactly where they are needed most.
Contextual Delivery: Enable support agents to search, preview, and share Document360 articles directly inside the HubSpot record, eliminating tab-switching.
Reader Analytics: Feed data on who is reading what back to your product team to identify gaps in documentation or frequent customer pain points.
Secure Provisioning: Automatically grant or revoke access to private knowledge bases based on a contact’s lifecycle stage or list membership in HubSpot.
Your technical writers and product experts shouldn't write into a void. Integrating Document360 with HubSpot turns your static documentation into a dynamic support engine that puts answers exactly where they are needed most.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Supercharge Service Hub with Deep Knowledge
Service Hub is powerful, but it needs fuel. This integration injects your specialized technical documentation directly into the support workflow, reducing average handle time and boosting customer satisfaction scores.
One-Click Resolution: Allow agents to insert full article links or snippets directly into email replies and chat flows without leaving the conversation.
Self-Service Deflection: Empower HubSpot chatbots to serve up specific Document360 articles based on inquiry intent, solving issues before a ticket is even created.
Timeline Visibility: View exactly which articles a contact visited before they logged a ticket, giving agents immediate context on the user's attempt to self-solve.
Service Hub is powerful, but it needs fuel. This integration injects your specialized technical documentation directly into the support workflow, reducing average handle time and boosting customer satisfaction scores.
Flexible, Robust Sync Architecture
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard, out-of-the-box connectors are built for simple, one-way data pushes. They can't handle the dynamic, tag-based segmentation or knowledge management functions of Document360. We build your integration around your specific automations, mapping custom fields and knowledge data bi-directionally.
- Bi-Directional & Uni-Directional Sync:: We configure data to flow where it adds value—pushing HubSpot contacts to Document360 for access, or pulling article view metrics back into HubSpot for reporting.
- Real-time & Scheduled Syncs:: We utilize webhooks to provision access instantly when a deal closes, while using scheduled syncs for updating bulk usage analytics to respect API limits.
- Custom Sync Logic & Triggers:: We apply logic to the sync, such as only syncing contacts with an "Active Support Maintenance" property to your private documentation readers group.
- High-Volume Data Handling:: Our architecture is designed to handle high-traffic support centers, ensuring that search queries and link unfurling remain fast and reliable even during peak volume.
Comprehensive Object & Field Mapping
We map your CRM architecture directly to your knowledge management hierarchy.
HubSpot
Document360
- Contact (List Membership)
- Ticket / Ticket Subject
- Contact Timeline Event
- Company / Deal Stage
- Knowledge Base Search
- Reader / Reader Group
- Article Search Query
- Article View / Feedback Rating
- Access Scope / Project Version
- Search Analytics
- Contact (List Membership) Reader / Reader Group
- Ticket / Ticket Subject Article Search Query
- Contact Timeline Event Article View / Feedback Rating
- Company / Deal Stage Access Scope / Project Version
- Knowledge Base Search Search Analytics
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
Yes. We can automate user provisioning so that a contact is only added as a "Reader" in Document360 when their associated deal moves to "Closed Won" or a specific support tier.
Yes. We can configure the integration to allow your chatbots to query the Document360 API and return relevant articles to visitors in real-time.
Yes. We can map search terms and article views to the Contact Timeline, giving your agents insight into the customer's journey prior to contacting support.
This is a managed integration solution. We configure the endpoints specifically for your security needs and workflow, ensuring it handles your custom lists and permission groups reliably.
Ready to Unify Your Support?
Don't let your knowledge base sit on an island. Let’s configure a system where your documentation actively solves problems and your support agents have the right answers at their fingertips.
Schedule Your Integration Discovery Call