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HubSpot CRM integration

HubSpot and Helpefi integration CRM context in every ticket

Look up HubSpot contacts from the ticket sidebar so support and sales stay aligned.

Contact sidebar

Auto-match requesters to HubSpot contacts by email and show CRM profile data in tickets.

Private app token

Connect with a HubSpot private app access token from Settings → Integrations.

Works with CRM workflows

Keep HubSpot as your CRM while Helpefi handles ticket resolution and SLA.

Frequently asked questions

Do we need HubSpot Service Hub?
No. Helpefi is your helpdesk. HubSpot remains your CRM — we surface contact context in tickets.
How is the contact matched?
Helpefi looks up HubSpot contacts by the ticket requester email when HubSpot is active.

Unify support and CRM

Connect HubSpot from Settings → Integrations and see CRM context on your next ticket.

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