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Setup HubSpot Feedback Source

Setup HubSpot Feedback Source

The goal of this guide is to set up HubSpot as a feedback import source to import in Feedier:

  • Closed tickets in HubSpot

You need a super admin access to your HubSpot access to setup the integration.

Why connect HubSpot as an import source in Feedier?

Integrating HubSpot tickets as an import source into Feedie enables teams to seamlessly leverage customer support interactions as a feedback channel, providing rich insights directly from resolved issues. This connection empowers companies to capture customer sentiment, identify recurring pain points, and enhance the customer experience based on real-time data from support tickets, leading to more informed, actionable insights.

What is imported in Feedier?

Feedier will fetch every every 6 hours the last 100 closed tickets and import them in Feedier (if they do not already exist).

On top of the ticket content and subject, the following attributes are created:

Attribute

Description

Attribute

Description

hs_ticket_id

The HubSpot ticket ID.

hs_ticket_stage

The stage of the ticket (known as hs_pipeline_stage).

hs_company_name

The company name linked to the ticket.

hs_company_id

The HubSpot company ID linked to the ticket.

hs_ticket_owner_id

The HubSpot owner ID.

hs_ticket_source

The ticket source (FORM, EMAIL, etc.).

hs_ticket_priority

The ticket priority.

hs_ticket_first_reply_date

The date of first reply from an agent of your company.

hs_ticket_creation_date

The ticket creation date.

hs_ticket_closed_date

The ticket closure date.

hs_email

The customer email linked to the ticket.

Getting started

  1. Go to FeedbackImport“Create a new import”

  2. Click “HubSpot

    HUBSPOT_1-20241109-154557.png

  3. In the Step 2, Import configuration, set the “HubSpot Access Token

How do get your HubSpot Access Token?

  1. Create a Private App in HubSpot: https://developers.hubspot.com/beta-docs/guides/apps/private-apps/overview

  2. Add the following API scope: tickets, crm.schemas.deals.read, crm.import, crm.objects.companies.read, crm.lists.read, crm.objects.deals.read, crm.schemas.contacts.read, crm.objects.contacts.read, crm.schemas.companies.read

  3. Select “Access Token”

  1. In the Step 3, select “Automatically create a new "survey"“ option

  1. Click “Complete“ on Step 4.

  2. That’s it

 

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