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HubSpot Slack Integration Brings Customer Context to Every Ticket

Suptask’s Slack HubSpot integration puts the customer’s company, deals, and owner on the ticket for agents. HubSpot can be updated from the conversation when you allow it.

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Slack Tickets With HubSpot Customer Context

  • On a new ticket, the Assistant can look up the requester in HubSpot
  • The ticket gets the contact, company, and deals that are on that record
  • Agents see the context by default
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Customer Account Questions Answered in the Ticket Thread

  • Agents mention @Suptask in the thread to ask about the plan or the renewal date
  • Slack integration with HubSpot answers from the CRM in the ticket thread
  • Sales and support work from the same HubSpot record
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Agents Log the Outcome Back to HubSpot From the Ticket

  • A note on the contact, property update, or follow-up, all written from the thread
  • Slack conversations become HubSpot tickets, and updates sync both ways
  • Each write tool can be left on Ask, which holds the change until an agent approves it
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Control What Suptask Can Read and Change in HubSpot

  • Contacts, companies, deals, and tickets can be read-only or read/write, with owners read-only
  • Each inbox connector has its own permissions, so support can read while sales can update deals
  • You can begin with read-only and can add write access later
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How HubSpot Slack Integration Works

Setup happens once on the Slack and HubSpot integration. A Super Admin signs in to authorize the app.

Setup

The first step is creating an OAuth app in the HubSpot developer account, followed by pasting its Client ID and Secret into the connector on an Inbox.

Ask

The Assistant looks the requester up in HubSpot when the ticket is created, or an agent asks @Suptask in the thread.

Resolve

Agents reply in the thread with the account details already on the ticket. The outcomes can be logged back into HubSpot.
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What You Need to Connect HubSpot to Slack Tickets

Two admins are needed once, and the scopes chosen on the app decide everything after that.
Suptask admin

An admin in Suptask opens the inbox and adds HubSpot under the AI Assistant’s connectors.

HubSpot developer app

The OAuth app is created in the HubSpot developer account, with Suptask’s redirect URL added to it.

HubSpot Super Admin

HubSpot only lets Super Admins install an app, so your account’s Super Admin has to sign in to authorize the integration.

Suptask custom plan

Suptask’s custom plan covers CRM integrations, and each configured integration is priced on its own.

What support teams working from HubSpot improve with Suptask

76%
Faster Response Times
3x
Increase in User Satisfaction
85%
Auto-resolved by AI

Built for Teams Who Support HubSpot Customers

The HubSpot and Slack integration serves the teams that own customer accounts.

B2B customer support

Support agents answer customers in their shared Slack channels with the company, deals, and owner added to each ticket.
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SaaS customer success

Each account’s support request appears next to its deals, and agents working on them can log what support is resolved back to HubSpot.
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Billing and finance

Questions related to billing and invoices are sent to the finance team as tickets with deal context already added to the ticket.
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Already trusted by fast-moving support teams.

"Suptask has helped us create a seamless, best-in-classticketing experience for our end users. By integrating across multiple workspaces, it has streamlined our workflows and empowered our entire organization."
Chris Tucker
Director of Strategic Technology
“Suptask has become an integral part of multiple departments within our organization, and the impact has been transformative. The platform has streamlined our ticketing workflow, leading to significant efficiency gains and saving our teams hundreds of hours each month”
Prathamesh Borkar
Director of Operations
"With Suptask, Product Managers and Engineers work hand-in-hand in Slack. By keeping everything in Slack, Engineers and Product Managers can easily collaborate on tickets while maintaining private threads for technical discussions. It’s boosted our overall responsiveness against our clients."
Simona Cossidente
Head of Product & Process
"Suptask transformed the way we manage support by bringing full ticketing workflows into Slack. With its powerful AI features, we handle requests faster, stay organized effortlessly, and deliver a smoother experience for both our team and our customers. It’s truly made support feel natural and efficient on Slack."
Charles Mellin
Chief Operations Officer
"The biggest impact Suptask has made on our team is that we now have an organized way to process questions and requests from our employees. All communication for a request stays within Slack and the Suptask ticket - which was an impossible feat in the past."
Jean
People Enablement Coordinator

Turn Slack into a help desk connected to the tools you already use

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Frequently asked Questions

How do I connect HubSpot to Slack with Suptask?

For this, you need an OAuth app, which is created in your own HubSpot developer account. On that app, you should add the redirect URL of Suptask and select the scopes. No webhook is needed here. The Client ID and the Client Secret are pasted into the HubSpot connector of an Inbox. Only a HubSpot Super Admin is able to authorize it, and the steps are given in the HubSpot connector documentation.

How is this different from HubSpot’s own Slack app?

HubSpot has its own Slack app also, it is used for sending HubSpot notifications in Slack. The HubSpot Slack integration of Suptask does a different job, it brings the customer details on the ticket itself, inside your Slack ticketing system. Notifications in the channels are not a part of it.

What HubSpot data can agents see?

The agents are able to see the contacts, the companies, the deals, the HubSpot tickets, and the record owners, it depends on the permission you have given on the connector. For the owners, it is always read-only. Questions like the plan of a customer or the stage of a deal can be asked from the ticket itself.

Can Suptask update HubSpot records?

Only when the read/write permission is given on that object. After that, the Assistant can log a note on a contact, update a property, or create a follow-up task also. A HubSpot ticket can be created from a Slack conversation, with the updates kept in sync on both sides. Every tool has a mode, if it is set to Ask, then the agent has to approve the change.

Can each team have different HubSpot access?

Yes, that is possible. The HubSpot connector is added per Inbox, so one Inbox does not get the access of another one. A customer support Inbox may be given only the read access, and for a sales support Inbox you can allow the write on deals also. An internal Inbox can be kept without any connector.

Which Suptask plan includes the HubSpot integration?

The CRM integrations are a part of the Custom plan, and HubSpot is included in it also. The pricing is done per configured integration, so some additional cost may come. For your team the scoping is done in a demo, so you should book one.

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