Integrate Freshdesk with HubSpot to automate your work
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Frequently Asked Questions about Freshdesk + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Freshdesk and HubSpot
How can I initiate the integration between Freshdesk and HubSpot?
To start the integration, navigate to our integration platform and select Freshdesk and HubSpot as your trigger and action apps. You can set specific triggers such as 'New Ticket' in Freshdesk to create actions like 'Create or Update Contact' in HubSpot.
What triggers can I use in Freshdesk to initiate workflows in HubSpot?
You can use a variety of triggers in Freshdesk, such as 'New Ticket', 'Updated Ticket', or 'New Customer', to start automated workflows that perform actions like creating contacts or deals within HubSpot.
Which actions can be executed in HubSpot when a trigger from Freshdesk is activated?
When a trigger from Freshdesk is activated, you can automate several actions in HubSpot, including creating or updating contacts, adding notes to contact timelines, and managing deals.
Is it possible to update an existing contact in HubSpot whenever there is an update on a ticket in Freshdesk?
Yes, by setting up the appropriate workflow, any ticket updates from Freshdesk can automatically update an existing contact's information within HubSpot.
Can I generate reports based on the integrated data between Freshdesk and HubSpot?
Reporting capabilities depend on how you configure your data flow. While our platform doesn't directly generate reports, you can analyze integrated data within either app using their built-in reporting tools after setting up data exchange actions between them.
Do I need technical skills to set up the integration between these two platforms?
Not necessarily. Our platform is designed to be user-friendly with drag-and-drop functionality for most integrations. However, some familiarity with automation concepts may help if you're customizing complex workflows.
What should I do if my data isn't syncing correctly between Freshdesk and HubSpot?
If you encounter syncing issues, first check that all connections are properly authenticated. Then review your configured triggers and actions for any errors. If further assistance is needed, our support team is available to help resolve syncing concerns.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.