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 Ticket Property Change
Emit new event when a specified property is provided or updated on a ticket. See the documentation
New Task Created
Emit new event for each new task created. See the documentation
New Ticket
Emit new event for each new ticket created.
New Social Media Message
Emit new event when a message is posted from HubSpot to the specified social media channel.
New or Updated Product
Emit new event for each new or updated product in Hubspot.
New or Updated Line Item
Emit new event for each new line item added or updated in Hubspot.
New or Updated Deal
Emit new event for each new or updated deal in Hubspot
New or Updated CRM Object
Emit new event each time a CRM Object of the specified object type is updated.
New or Updated Custom Object
Emit new event each time a Custom Object of the specified schema is updated.
Get Associated Meetings
Retrieves meetings associated with a specific object with optional time filtering. See the documentation
Get Company
Gets a company. See the documentation
Get Contact
Gets a contact. See the documentation
Enroll Contact Into Workflow
Add a contact to a workflow. Only available for certain accounts. See the documentation
Create Task
Create a new task. See the documentation
Create Ticket
Create a ticket in Hubspot. See the documentation
Create or Update Contact
Create or update a contact in Hubspot. See the documentation
Create Lead
Create a lead in Hubspot. See the documentation
Create Meeting
Creates a new meeting with optional associations. 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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