I’m looking for any possible ways we might be able to create a Hubspot Ticket from within Intercom.
Our use case is this: our Support Team directly supports our customers via chat and email in Intercom. If an issue is identified that requires Engineering help, we create a Ticket in Hubspot for Engineering to pick up.
I’m looking for solution so that our Support Reps don’t have to keep a tab open in Hubspot to manually create tickets.
Any possible ways to do this?
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Hi there @TJ B12 To create a HubSpot ticket from within Intercom, you have the option of using Custom Actions along with the HubSpot API to create tickets. You'll find more on Custom Actions in this article from our Help Center
Please note that the Intercom HubSpot app only sends data one-way from Intercom to HubSpot and cannot sync data from HubSpot to Intercom. If you want to sync data from Hubspot to Intercom, you can check out the Data Sync by Hubspot app which allows a bi-directional sync. For more details, check out this article on the integration.
Hope this helps!
Thank you @bernice
Following up here - might anyone have any examples of what it looks like to set up a custom action specifically for Hubspot API?
I’m having a bit of trouble working everything out, and if there were some example I could see it would be wonderful.
@TJ B12 did you figure this out? I’m looking to do the exact same thing
@TJ B12 did you figure this out? I’m looking to do the exact same thing
I did, finally, after a lot of trial and error.
Here’s a look at what the request looks like:
In the request body is where you’ll map your fields. Mine looks something like this:
{"properties":
{
"hs_pipeline": "<pipeline_id>",
"hs_pipeline_stage": "<stage_id>",
"hs_ticket_priority": "<intercom_attribute>",
"subject": "<intercom_attribute>",
"content": "<intercom_attribute>",
}
}
I hope this helps get you going!
I head out for vacation tomorrow, but happy to check back when I return to see how it went!
Sweet! Thanks, this is helpful. Did this involve creating a Private App in Hubspot? If so, do you know what permissions you had to give it?
Ah, yes, it did!
Only Scopes needed was for ‘tickets’.
Ok I got a successful test. One more question, since you’ve been so helpful.
Can you illustrate how you connected a ticket/request to a user and/or company in Hubspot?
Can you illustrate how you connected a ticket/request to a user and/or company in Hubspot?
Hey @Andrew Underhill , sorry for the long delay in reply here! Have you got this part sorted?
If not, here’s what I did
Set up an Intercom Custom Attribute (Companies) for “Hubspot Company ID”
Set up a sync in the Hubspot Intercom Integration in Hubspot to sync the Hubspot id to the Intercom custom attribute
Now that you are syncing Hubspot Company ID from Hubspot to Intercom, you can use it as a variable in your payload when creating your ticket, adding an Association: