Configure HubSpot CRM Integration with HappyFox

HubSpot CRM is one of the leading Free Customer Relationship Management (CRM) software available. As a central place to organize all the details of your customers, HubSpot CRM makes it easy for your entire team to track the status of every customer relationship.

Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus

With HubSpot integration, your support agents can

  1. Access HubSpot CRM customer information within HappyFox - inside Ticket Details Page and New Ticket Creation form.
  2. Push relevant HappyFox ticket information as notes against the contact inside HubSpot.

Integration Setup Instructions ⚙️:

  • Log in to HappyFox as an agent.
  • Navigate to Apps >> CRM >> HubSpot from the module switcher.
  • Click "Install".
  • In the subsequent screen, under HubSpot account section, click "Link HubSpot" button.
  • You will now be prompted to sign-in to Hubspot. (Ignore if already logged in to HubSpot)
  • Once successfully signed in, click "Grant Access" button.
  • You will be redirected back to HappyFox HubSpot integrations page.
  • HubSpot integration is now complete 🎉.

Contextual HubSpot CRM Information inside Ticket Details Page:

Contextual HubSpot CRM Information inside New Ticket Creation Form:

Pushing HappyFox Ticket information into HubSpot as Notes:
Selective ticket information such as Status, Subject, Ticket ID, Ticket Replies is pushed into HubSpot CRM as notes listed against the corresponding contact.


  • Log in to HappyFox as an agent.
  • Go to Apps >> CRM >> HubSpot from the module switcher.
  • Click "Manage".
  • Enable "Push Ticket Information to CRM" checkbox.


Unlinking HubSpot Integration:
If you're facing any issues with the HubSpot integration, it is recommended to unlink and re-link your HubSpot account with the HappyFox app. 

  • Navigate to Apps >> CRM >> HubSpot from the HappyFox module switcher.
  • Click "Manage".
  • Find essential account information such as your "HubSpot ID" and "email" present in the information module.
  • Click the "Unlink" button.
  • Click "Link Hubspot" in the subsequent screen to re-initiate integration process.

Tip: Click Pop-Out icon next to the HubSpot ID to land directly inside your HubSpot Dashboard.

Disable HubSpot CRM App from HappyFox:
Only one CRM app can be active in your HappyFox account. If you would like to try out other CRM apps, you have to disable the HubSpot CRM app first.

  • Go to Apps >> CRM >> HubSpot CRM.
  • Click "Manage".
  • To temporarily disable the app, click "disable the app" link inside "Status".
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  • 26-Mar-2019