HubSpot
Opens tickets and saves contacts in HubSpot, linked to the person in your CRM.
Overview
The assistant opens HubSpot tickets for support requests and saves people who want to hear from sales as contacts. It matches the person by email, adding or updating their contact, and links each ticket to it.
Your team sees every ticket next to the rest of that person's history in HubSpot.
What the assistant can do
Open tickets
Support requests become tickets with a subject, the full details and a priority, linked to the person's contact.
Save contacts
Interested visitors become contacts with what they asked about, so sales can follow up.
How to connect it
- Sign in to Oriel and open your assistant's Integrations page.
- Press Connect on HubSpot and approve the app, or paste a service key from HubSpot's settings.
- Choose which jobs go to HubSpot and the pipeline stage for new tickets, then create a test ticket.
What Oriel can access
Oriel asks HubSpot for these scopes, and nothing else:
- crm.objects.contacts.read and writeFinds people by email and adds new contacts.
- crm.objects.tickets.read and writeCreates tickets and links them to the person.
- crm.schemas.tickets.readLists your ticket pipelines and stages, so you can choose where new tickets go.