HubSpot
Freshdesk

Deal Progress Notes

Stay ahead in your sales process by automatically creating notes in Freshdesk whenever a deal progresses in HubSpot. This integration not only keeps your team informed but also enhances customer support by ensuring every detail is captured, allowing for seamless follow-ups and stronger client relationships.

When this happens...

New Deal In Stage
Emit new event for each new deal in a stage.

-

automatically do this!

Create Note
Create a note for a specific ticket in Freshdesk

Explore Triggers and Actions

New or Updated Contact
Emit new event for each new or updated contact in Hubspot.
New or Updated Company
Emit new event for each new or updated company in Hubspot.
New or Updated Blog Post
Emit new event for each new or updated blog post in Hubspot.
New Note Created
Emit new event for each new note created. See the documentation
New Form Submission
Emit new event for each new submission of a form.
New Events
Emit new event for each new Hubspot event. Note: Only available for certain Enterprise accounts
New Engagement
Emit new event for each new engagement created. This action returns a maximum of 5000 records at a time, make sure you set a correct time range so you don't miss any events
New Email Event
Emit new event for each new Hubspot email event.
New Email Subscriptions Timeline
Emit new event when a new email timeline subscription is added for the portal.
Update Lead
Update a lead in Hubspot. See the documentation
Update Deal
Update a deal in Hubspot. See the documentation
Update Custom Object
Update a custom object in Hubspot. See the documentation
Get Meeting
Retrieves a specific meeting by its ID. See the documentation
Update Contact
Update a contact in Hubspot. See the documentation
Update Company
Update a company in Hubspot. See the documentation
Search CRM
Search objects like companies, contacts, deals, etc. See the documentation
Get File Public URL
Get a publicly available URL for a file uploaded via Hubspot form. See the documentation
Get Deal
Gets a deal. See the documentation

About the apps

Learn more about

HubSpot

and

Freshdesk

, and how they work together to automate your workflows.

About

HubSpot

HubSpot is an all-in-one CRM platform providing marketing, sales, and customer service tools with automation to help businesses grow better.

Similar integrations

About

Freshdesk

Freshdesk is a cloud-based customer service platform that helps businesses manage support tickets, automate workflows, and deliver exceptional experiences.

Similar integrations

Why

HubSpot

+

Freshdesk

= Perfect Match

When a deal progresses in HubSpot, a note is automatically created in Freshdesk to keep your support team in the loop. This seamless integration bridges sales and customer support, ensuring that your team has the latest context on customer interactions and deal statuses. By eliminating the manual entry of notes, it enhances communication and collaboration across departments, leading to quicker resolutions and more informed support. The result is improved customer satisfaction, streamlined workflows, and increased team efficiency.

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