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Using Zendesk and HubSpot? Why let customer data stay siloed? Integrate them to stitch your CS processes with marketing, and sales - enabling not just customer retention, but expansion.

Here's everything we solve for, when we integrate Zendesk and HubSpot:

  • Disjointed Customer Support & Sales

    • Sales teams in HubSpot and support teams in Zendesk operate separately, leading to disjointed customer interactions.
    • Sync Zendesk support tickets with HubSpot, ensuring sales and support teams have a unified customer view.
  • Lack of Visibility into Ticket History

    • Sales teams lack visibility into past support tickets, affecting the customer experience.
    • Make past ticket history visible in HubSpot so sales can tailor conversations effectively.
  • Delayed Customer Follow-Ups

    • Customer complaints and inquiries aren’t properly tracked in HubSpot, delaying responses.
    • Automate ticket updates in HubSpot workflows, ensuring prompt customer follow-ups.
  • Missed Upsell & Retention Opportunities

    • Support teams don’t have insights into customer purchase history, missing upsell chances.
    • Give support teams access to HubSpot deal data to recommend relevant upsells or renewals.
  • Inefficient Ticket Management

    • Manual ticket handling leads to slower resolution times and higher customer dissatisfaction.
    • Integrate ticket creation, tracking, and resolution between Zendesk and HubSpot for faster response times.

As HubSpot x Zendesk integration experts, we map objects contextually, and accurately.

Zendesk Object
HubSpot Object
Sync Type
Notes
Organizations
Companies
Two-Way Sync
Syncs company details, support history, and revenue insights.
Users (End Customers)
Contacts
Two-Way Sync
Ensures customer profiles are updated in both platforms.
Agents (Support Reps)
HubSpot Owners (Users)
Two-Way Sync
Assign tickets and track ownership across both systems.
Tickets
Tickets (Service Hub)
Two-Way Sync
Sync support tickets, statuses, priorities, and conversations.
Ticket Comments & Notes
Notes & Timeline
Two-Way Sync
Logs Zendesk interactions in HubSpot for sales & support alignment.
Ticket Status
Custom Property
Two-Way Sync
Syncs ticket status updates for real-time visibility.
Deals (HubSpot)
Custom Object in Zendesk
One-Way Sync (HubSpot → Zendesk)
Sync deals to Zendesk to provide support reps with deal context.
Chat Conversations
Conversations in HubSpot
Two-Way Sync
Sync Zendesk live chat and email interactions to HubSpot.
Customer Satisfaction Scores (CSAT, NPS)
Custom Property in HubSpot
One-Way Sync (Zendesk → HubSpot)
Tracks customer satisfaction to trigger automated actions.
Payments & Transactions
Custom Object
One-Way Sync (NetSuite → HubSpot)
Tracks financial transactions inside HubSpot for reporting.
Sales Activities
Activities (Tasks, Calls, Notes, Emails)
Two-Way Sync
Ensures sales teams have a unified view of interactions.
Zendesk Object
Organizations
HubSpot Object
Companies
Sync Type
Two-Way Sync
Notes
Syncs company details, support history, and revenue insights.
Zendesk Object
Users (End Customers)
HubSpot Object
Contacts
Sync Type
Two-Way Sync
Notes
Ensures customer profiles are updated in both platforms.
Zendesk Object
Agents (Support Reps)
HubSpot Object
HubSpot Owners (Users)
Sync Type
Two-Way Sync
Notes
Assign tickets and track ownership across both systems.
Zendesk Object
Tickets
HubSpot Object
Tickets (Service Hub)
Sync Type
Two-Way Sync
Notes
Sync support tickets, statuses, priorities, and conversations.
Zendesk Object
Ticket Comments & Notes
HubSpot Object
Notes & Timeline
Sync Type
Two-Way Sync
Notes
Logs Zendesk interactions in HubSpot for sales & support alignment.
Zendesk Object
Ticket Status
HubSpot Object
Custom Property
Sync Type
Two-Way Sync
Notes
Syncs ticket status updates for real-time visibility.
Zendesk Object
Deals (HubSpot)
HubSpot Object
Custom Object in Zendesk
Sync Type
One-Way Sync (HubSpot → Zendesk)
Notes
Sync deals to Zendesk to provide support reps with deal context.
Zendesk Object
Chat Conversations
HubSpot Object
Conversations in HubSpot
Sync Type
Two-Way Sync
Notes
Sync Zendesk live chat and email interactions to HubSpot.
Zendesk Object
Customer Satisfaction Scores (CSAT, NPS)
HubSpot Object
Custom Property in HubSpot
Sync Type
One-Way Sync (Zendesk → HubSpot)
Notes
Tracks customer satisfaction to trigger automated actions.
Zendesk Object
Payments & Transactions
HubSpot Object
Custom Object
Sync Type
One-Way Sync (NetSuite → HubSpot)
Notes
Tracks financial transactions inside HubSpot for reporting.
Zendesk Object
Sales Activities
HubSpot Object
Activities (Tasks, Calls, Notes, Emails)
Sync Type
Two-Way Sync
Notes
Ensures sales teams have a unified view of interactions.

Zendesk & HubSpot Sync: Benefits & Use Cases

360° Customer View
360° Customer Visibility

Sales, support, and marketing teams access a real-time, unified customer profile.

Automated Lead-to-Cash Process
Automated Ticket Creation & Updates

New support tickets in Zendesk automatically appear in HubSpot, ensuring sales and support teams are aligned.

Improved Sales Forecasting
Better Sales & Support Collaboration

Sales reps in HubSpot see Zendesk ticket history to tailor conversations and prevent churn.

Personalized Marketing Campaigns
Improved Customer Segmentation

Use support interactions & CSAT scores in Zendesk to segment customers and personalize marketing campaigns.

Faster Order Processing
Proactive Customer Retention & Upsells

Identify at-risk customers based on Zendesk ticket trends and escalations, then automate targeted follow-ups in HubSpot.

Reduced Data Duplication & Errors
Faster Ticket Resolution

Sales and support teams get instant access to customer interactions, past tickets, and key account data.

Customer Support Efficiency
Sync Conversations for Better Customer Engagement

Sync Zendesk Chat & Email conversations to HubSpot to ensure no customer request is missed.

Better Sales Team Productivity
Automated Follow-ups & Workflows

Set up HubSpot workflows based on Zendesk support interactions (e.g., auto-follow-ups for unresolved tickets).

Enhanced Financial Reporting
Data-Driven Insights & Reporting

Combine Zendesk support data with HubSpot sales and marketing metrics for better decision-making.

Relatable? We should definitely talk.

All that we’ll cover when we speak:

  • Opportunities to increase the ROI of your HubSpot investment
  • Your current GTM motions and future roadmap
  • Challenges that you face with your overall revenue stack
  • Missed revenue opportunities due to gaps in your funnel
  • What would "wins" look like for you?
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