HubSpot Diamond Solutions Partner
HubSpot & HelpDesk Integration: Unify Your Sales and Support Data
Connect your GTM teams with your support center. This integration syncs HelpDesk tickets, tags, and customer data with HubSpot contacts and deals for a complete 360-degree view.
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Empower Your HelpDesk Agents with HubSpot’s CRM Context
Stop making your support agents dig for customer history. This integration surfaces critical HubSpot data directly within the HelpDesk interface, giving your team the context they need to solve tickets faster and smarter.
See the Full Customer Journey: Instantly view a contact's HubSpot lifecycle stage, deal status, and owner right next to their support ticket.
Prioritize High-Value Customers: Automatically escalate or tag tickets in HelpDesk when the associated HubSpot contact is part of a high-value "Open Deal" or "Enterprise" list.
Sync HubSpot Contacts: When a HubSpot contact is updated, automatically sync the new information to HelpDesk, ensuring your agent-facing data is never stale.
Stop making your support agents dig for customer history. This integration surfaces critical HubSpot data directly within the HelpDesk interface, giving your team the context they need to solve tickets faster and smarter.
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.
Turn Support Tickets into Revenue-Driving Insights
Your HelpDesk is a goldmine of customer intelligence. This integration pipes that data back into HubSpot, closing the loop between service, marketing, and sales.
Create Contacts from New Tickets: Automatically create a new HubSpot contact when a new ticket is created in HelpDesk, ensuring every support interaction is captured in your CRM.
Trigger Workflows from Ticket Status: Use HelpDesk ticket statuses or tags to trigger HubSpot workflows. Enroll a contact in a nurture sequence when a "feature request" tag is added or send a survey when a ticket is "Solved."
Give Sales Full Visibility: Log ticket activity and statuses on the HubSpot contact timeline. Your sales team will know about a prospect's open support issues before they make a call.
Sync Tickets to Deals: Automatically associate new HelpDesk tickets with their corresponding open deals in HubSpot, giving sales managers full visibility into potential risks.
Your HelpDesk is a goldmine of customer intelligence. This integration pipes that data back into HubSpot, closing the loop between service, marketing, and sales.
A Flexible Sync Built for Your RevOps Process
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard middleware connectors like Zapier are great for simple, one-way triggers, but they lack the deep, bi-directional logic your business needs. We build a robust integration that maps to your unique workflow, not a generic template.
- Bi-Directional & Uni-Directional Sync: We configure a true two-way sync for customer and contact data, while mapping ticket statuses one-way to HubSpot for a clean, reportable activity feed.
- Real-time & Scheduled Syncs: Sync new tickets and replies in real-time to trigger instant workflows. Run scheduled, nightly syncs to update all contact records with their latest ticket history.
- Custom Sync Logic & Triggers: We build the rules you need. Only create a HubSpot contact if the ticket is not spam. Automatically create a new deal if a ticket is tagged "New Lead."
- High-Volume Data Handling: Our integration is built to handle thousands of daily tickets and customer updates without hitting API limits or causing data sync failures.
Comprehensive Object & Field Mapping
Send CRM data as context and receive AI-generated output back.
HubSpot
HelpDesk
- Contacts
- Companies
- Deals
- Tickets
- Owners
- Custom Properties
- Engagements (Notes)
- Customers / Requesters
- Companies(Associated via Contact)
- Deals(Associated via Ticket)
- Tickets
- Agents / Assignees
- Ticket Priority, Custom Fields
- Ticket Replies / Private Notes
- Contacts Customers / Requesters
- Companies Companies(Associated via Contact)
- Deals Deals(Associated via Ticket)
- Tickets Tickets
- Owners Agents / Assignees
- Custom Properties Ticket Priority, Custom Fields
- Engagements (Notes) Ticket Replies / Private Notes
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
The Zapier connector is great for simple "if-then" triggers. Our custom solution provides a deep, bi-directional sync with custom logic. We can map data to custom objects, create deals from tickets, and handle complex workflows that middleware can't.
Yes. This is a core feature. When a new ticket arrives in HelpDesk from an unknown email, we automatically create a new contact in HubSpot and associate the ticket with them.
We can sync HelpDesk ticket tags to a multi-select property in HubSpot. This allows you to build reports and lists in HubSpot based on ticket categories, like "Feature Request" or "Bug."
Yes. A change in a HubSpot deal's property (like moving to "Closed Won") can automatically trigger an action in HelpDesk, such as creating a "New Customer Onboarding" ticket and assigning it to your implementation team.
See What a Truly Unified Customer View Looks Like
Ready to stop the disconnect between sales and support? Schedule a free discovery call. We'll map out your current data flow and show you exactly how a custom integration can align your teams and improve your customer experience.
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