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CRM & helpdesk
HubSpot + Resool integration
Connect HubSpot to Resool to see each contact's HubSpot record, owner and deals in the inbox, sync contacts and companies, and add notes from conversations.
What you can do with HubSpot and Resool
In the Inbox
- See the HubSpot record of the contact you're talking to: name, email, phone, owner and lifecycle stage, plus any other properties (such as lead source or lead status) you choose to show.
- See the contact's deals with their status (Open, Won or Lost).
- Create in HubSpot a contact that doesn't exist there yet, or Update it there if it already exists.
- Add note to the HubSpot contact straight from the conversation.
- Edit HubSpot properties from Resool, if an admin allows it.
- View in HubSpot to open the record in a new tab.
In the background
- Contact sync: contacts created or updated in HubSpot are created or updated in Resool, using the field mapping you set.
- Company sync: HubSpot companies sync into Resool with their own field mapping.
Connect HubSpot in minutes
Go to Settings › Apps in Resool, click Connect on HubSpot and follow the steps. No code needed.
Read the setup guideFrequently asked questions
How does Resool match a conversation to a HubSpot contact?
By the contact's email address or phone number. If the Resool contact has neither, add one first.
Will turning on Contact sync copy all my existing HubSpot contacts?
No. Only contacts created or updated in HubSpot after you turn on sync are synced. Import existing contacts separately.
Can agents change a contact's email or phone in HubSpot from Resool?
No. Email and phone number are read-only from Resool, even when property editing is allowed.
Can I connect more than one HubSpot account?
Each Resool workspace connects to one HubSpot account at a time. Disconnect it to connect a different one.
Which Resool plans include HubSpot?
Apps are available on all plans. See Plans and billing for plan limits.
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Start your free trial, or talk to our team and we will help you set everything up.