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Frequently Asked Questions about Freshservice + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Freshservice and HubSpot
How can I set up a trigger in Freshservice to create a new contact in HubSpot?
To set up a trigger in Freshservice that automatically creates a new contact in HubSpot, you'll need to use our platform to connect both applications. Simply create a workflow where the event 'New Ticket' in Freshservice serves as the trigger, and the action will be 'Create Contact' in HubSpot. Ensure you map the necessary fields like email address and name so that HubSpot has the correct information for each contact.
Can I update existing HubSpot deals from Freshservice tickets?
Yes, you can update existing deals in HubSpot when there are updates or changes to certain fields in Freshservice tickets. Set up an automation that uses changes within ticket statuses or fields as triggers and configures actions to 'Update Deal' with these data updates directly into HubSpot.
What kind of tasks can be automated between Freshservice and HubSpot?
You can automate various tasks such as creating or updating contacts and deals based on ticket information from Freshservice. Additionally, alerts or notifications from one platform can be set as triggers for actions like logging activities or updating records on the other platform.
Is it possible to create time-based triggers for tasks between Freshservice and HubSpot?
While direct time-based triggers aren't possible with every integration, you can use status changes or specific criteria met within tickets as pseudo-schedules. For instance, if a ticket has been open for more than 48 hours, you could trigger an action in HubSpot like sending a follow-up email or creating a task.
How do error notifications work when integrating Freshservice with HubSpot?
If any errors occur during integration tasks between Freshservice and HubSpot, we send out error notifications so you can promptly address them. These notifications help identify whether there was an issue with field mapping, authentication issues, or connectivity problems between systems.
How often does data sync between Freshservice and HubSpot using this integration?
Data synchronization frequency depends on how you configure your workflows; real-time syncing occurs every time the specified trigger event happens. However, make sure your setup is optimized to avoid overloading API call limits which might cause delays.
Are there any limitations when integrating Freshservice with Hubspot via this platform?
Yes, some limitations include API call restrictions imposed by both services which might limit high-frequency data transfers. Additionally, certain field types may not map seamlessly depending on the customizations present in either system.
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.
- New Ticket
Triggers when there is a new ticket is created in Freshservice.
Try It - Updated Ticket
Triggers when a Ticket is updated.
Try It - Ticket NoRequired
- NotesRequired
- PrivateRequired
- First NameRequired
- Last Name
- Job Title
- Primary EmailRequired
- Mobile Phone Number
- Work Phone Number
- Address
- Background Information