Connecting your HubSpot integration with SyncSmart is quick and easy:
Step 1: Install the application in your HubSpot portal
In the marketplace listing [Link pending marketplace listing approval], find the Install App button at the top of the screen and click it.
[Image pending marketplace listing approval]
You'll then be asked to select a HubSpot account. Click on the HubSpot portal that you wish to use with your new Zendesk integration. Here's an example:
Next, you'll be asked if you wish to allow the Zendesk Advanced application to access your HubSpot account. This is required so that the integration may connect to HubSpot, so click Connect App.
Step 2: Create your integration account
The account setup form will ask for some basic information to set up your account and prepare for your integration build.
Step 3: Choose a plan and provide billing information
Select a plan that best meets your needs and budget:
Once you've selected a plan that best meets your needs, click the Get Started button under it. On the next screen, you'll be asked to provide your billing information. We accept VISA, MasterCard, American Express and Discover.
Step 4: Connect the integration to your Zendesk account
The account setup form will ask for some basic information to set up your account and prepare for your integration build. You will need to enter your authentication name and Zendesk subdomain.
For "Your authentication name," you may accept the default for the field labeled
The Zendesk subdomain is usually your company name as it appears in the Web address that you use to access Zendesk. For example, if your company's Zendesk account is accessed by visiting https://integratehubspot.zendesk.com, you would enter integratehubspot.
After creating the new authentication, enter your Sign In credentials (Email and Password) to sign in to your company's Zendesk account.
Upon success, you should see a screen like this. It will state Zendesk Connected. Click on 'Next' to continue on in the setup process.
On the "Syncs to Enable" screen, you have the option of turning the sync of records between Zendesk and HubSpot on an ongoing basis. Note that Zendesk calls companies 'organizations' and contacts 'users' - we sync Zendesk organizations with HubSpot companies, and HubSpot users with Zendesk contacts, and all syncs are bidirectional if desired.
If you just want to use the workflow extension that creates tickets, you don't need to turn any of these syncs on. Otherwise, enable one or more syncs by checking the appropriate checkbox.
Click on 'Finish' when you are ready to move on to the next step.
You will now be redirected to the https://www.syncsmart.io/zendesk/getting-started page on successful completion of the integration process!
Continue by reading the Zendesk Advanced FAQ for information on topics including:
- How to create tickets in Zendesk within HubSpot by using our workflow extension
- Syncing HubSpot data to and from Zendesk
- Field mappings between HubSpot and Zendesk
If you need any help along the way, visit our support portal at https://support.syncsmart.io to create a helpdesk ticket. We can't wait to help you with all your HubSpot integration needs.