Installation guide for the Hubspot App.

Setting up the Hubspot App involves a few technical steps, as it’s an integration app that requires configuration both within Hubspot and Zendesk. To ensure a smooth and functional integration, you'll need to complete some setup on the Hubspot side before the app can be fully operational in your Zendesk environment.

1. Get your Hubspot access token

To start, you'll need an access token from Hubspot. Follow this guide in the Hubspot Help Center:
👉 Migrate an API key integration to a private app

Once you have your token, you can insert it in the app setting during the installation process.

Having trouble?
📧 Contact us at app-support@leafworks.de if you run into any issues obtaining the token.

2. Add your Hubspot instance ID & Zendesk user field 

To connect Zendesk with your Hubspot environment:

• Find your Hubspot instance ID

  Your instance ID is the 7-digit number in your Hubspot URL (e.g., https://app.hubspot.com/homepage/1234567). Copy this ID and insert it in the line item.

• Create a user field in Zendesk

  You’ll need a custom user field in Zendesk to store each contact's Hubspot ID.

Steps:

1. Go to Admin Center in Zendesk
2. Navigate to: People → Configuration → User Fields
3. Click Add Field (top-right corner)
4. Create a text field labeled something like Hubspot Contact ID

This field will later be populated by the app to match Zendesk users with Hubspot contacts.

View of user field in Admin Center	View of field in User Page of Ticket

3. Define contact and company properties to display

The app supports displaying any contact or company properties from your Hubspot account.

📝 Important: Use the internal names of the properties, not the display names.

You can find or export property names from Hubspot in two ways:

• Export method:
  Use this guide to export all properties:
  👉 Export all properties
   

• Manual method:
  Go to Hubspot Settings → Properties and find the (internal) names listed there.

  Once you have the property names, enter them into the app configuration panel in Zendesk.

4. Configure app access (roles & groups)

All Leafworks apps support role and group-based restrictions in Zendesk.

To control who can access the Hubspot App:

• Define the relevant roles and groups in your Zendesk instance (e.g., Admins, Support Agents, Billing Admins).

• Restrict the app’s visibility based on these definitions in the app settings.

   

Need Help?

If you have any questions or suggestions about the Hubspot app, feel free to reach out:

📧 Email: app-support@leafworks.de
📨 Contact Form: Contact Us