How to create a HubSpot deal from a Zendesk ticket

To create a HubSpot deal from a Zendesk ticket, install Clientwell, open the ticket and click Create a deal in the sidebar. Check the Deal name, pick the Pipeline and Stage, add the amount, an optional Close date and the Deal owner, choose whether to add the company too, and click Create deal. The deal is associated with the contact, the ticket link goes in its description, and the ticket gets the clientwell_deal tag.

Before you start

• The token needs crm.objects.deals.write, plus crm.objects.deals.read and crm.objects.owners.read for the pipeline and owner lists.
• Allow creating deals must be on, and the agent must match Who may take actions.
• The requester needs a HubSpot contact. If there isn't one, use Create a HubSpot contact first (it needs crm.objects.contacts.write).

Steps

1. Open the ticket. Under Open deals, Clientwell lists the requester's open deals with pipeline, stage, amount, close date and owner, plus a count of won and lost deals. Check that the deal doesn't already exist.
2. Click Create a deal.
3. Name the deal. The Deal name starts as the company (or contact) name plus the ticket subject. Edit it to match how your team names deals.
4. Pick the Pipeline and Stage. The pipeline starts on Default pipeline for new deals from the settings, or your first pipeline when that's empty. Archived stages aren't offered.
5. Add the Amount and Close date (both optional) and pick the Deal owner. The amount field is labelled with your HubSpot account's company currency.
6. Add to the company too. When the contact has a company, tick Add to (company) too to associate the deal with it.
7. Add a note for the ticket if you like, read the confirmation sentence and click Create deal.

What lands where

Set the default pipeline

If support hands deals to one pipeline, such as renewals or upgrades, put its id in Default pipeline for new deals. Find pipeline ids in HubSpot under Settings > Objects > Deals > Pipelines. Agents can still pick another pipeline on each deal.

Tell the owner as well

A deal alone may not get noticed. From the same ticket you can:

Each one is logged on the ticket with its own tag (clientwell_task, clientwell_note, clientwell_contact_updated).

What it costs

Clientwell's Team plan is $100 a month per Zendesk account for up to 14 agents and admins; Scale is $7.50 per agent per month for 15 or more. Billed monthly by Zendesk after a 14-day trial (Zendesk asks for a card at install). See the Clientwell documentation for every setting.