See HubSpot records beside every Gmail ticket
Keeping’s HubSpot integration shows the sender’s HubSpot contact, companies and latest deals in the Gmail sidebar, lets you update them without leaving the email, and can log each conversation to the contact’s HubSpot timeline.
What the HubSpot integration does
Your team answers customers in a shared Gmail inbox, and everything you know about those customers lives in HubSpot. Keeping turns the inbox into a help desk, and the HubSpot integration puts the CRM record next to each conversation, so you can see who you are talking to before you reply.
When a ticket opens, Keeping looks up the customer’s email address in HubSpot and shows their contact record, the companies it is associated with and their three most recent deals. You can edit those records from the sidebar, create the contact if it doesn’t exist yet, and have Keeping add each conversation to the contact’s timeline so sales and success see the support history too.
See your HubSpot customer inside Gmail
When a customer emails your shared mailbox, Keeping shows their HubSpot contact, their companies and their latest deals beside the conversation. No switching tabs to find out who they are.
Update deal, contact or company info
Change a phone number, a lifecycle stage or a deal amount from the sidebar and save. Keeping writes the change straight to HubSpot, so the CRM stays current without a second login.
Log conversations to the HubSpot timeline
Turn on timeline logging for a mailbox and Keeping adds each new ticket and each reply to the contact’s HubSpot timeline. Keeping can also create the HubSpot contact for a new sender, so nobody slips through.
What agents see in the sidebar
Keeping matches the ticket to a HubSpot contact by the customer’s email address and reads the records from HubSpot each time the ticket opens.
Contact
Name, job title, phone, owner, lifecycle stage and lead status by default, with a link that opens the record in HubSpot. No contact yet? Create one from the sidebar.
Companies
Every company associated with the contact, with its domain, owner, size, revenue and location by default.
Deals
The contact’s three most recent deals, with the deal name, pipeline and stage, plus amount, close date and owner by default.
How to connect HubSpot to Keeping
A Keeping admin connects HubSpot once for the whole team. After that, every agent sees the HubSpot section in the Keeping sidebar.
- Step 1: Open Integrations. In the Keeping web app, choose Integrations from the left-hand menu.
- Step 2: Add HubSpot. Click Add Integration on the HubSpot card, then Connect, sign in to HubSpot and approve access for your HubSpot account.
- Step 3: Choose what to show and log. In the integration’s settings, pick which contact, company and deal fields agents see, and turn on timeline logging for the mailboxes you want.
- Step 4: Open a ticket in Gmail. The HubSpot section appears in the Keeping sidebar with the sender’s records.
Ways teams use Keeping with HubSpot
The integration puts CRM context where your team answers email, and puts support history where your sales and success teams look.
Know who you are answering
See the customer’s company, lifecycle stage and open deals before you reply, and give a customer in the middle of a renewal the attention it deserves.
Customer support in GmailGive sales the support history
With timeline logging on, every ticket and reply lands on the contact in HubSpot, so account owners see what their customers asked support without asking.
Collaborate in GmailKeep records current from the inbox
When a customer emails a new phone number or job title, update the HubSpot contact from the sidebar while the email is still open.
Simple and streamlinedCapture every new sender as a contact
Let Keeping create a HubSpot contact the first time someone emails a mailbox, so new leads and customers are in the CRM from their first message.
Shared inbox for Gmail
HubSpot integration FAQ
Which Keeping plans include the HubSpot integration?
Integrations, HubSpot included, are part of the Advanced and HIPAA plans. The Essentials plan doesn’t include integrations. Compare what each plan includes on our pricing page.
Who can connect HubSpot to Keeping?
A Keeping admin connects HubSpot once, for the whole team, and chooses the fields agents see and the mailboxes that log to the timeline. Every agent then sees the HubSpot section in the sidebar.
How does Keeping find the right HubSpot contact?
By the customer’s email address. If no HubSpot contact has that address, the sidebar offers to create one.
What does Keeping write to HubSpot?
Only what you ask it to. Edits you save in the sidebar update the contact, company or deal. For mailboxes with timeline logging on, Keeping adds new tickets and replies to the matching contact’s timeline, and it can create that contact for a new sender if you allow it; it skips senders from your own company’s domain.
Can I see HubSpot tickets, notes or tasks in Keeping?
No. The sidebar shows the contact, its companies and its three most recent deals. Open the record in HubSpot for everything else.
Do changes in HubSpot show up in Keeping?
Yes, the next time the ticket opens. Keeping reads the records from HubSpot rather than keeping its own copy.
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“Keeping makes it simple to stay on top of our work orders, and I love that it is integrated with Gmail.”
Lee D. - Technology Coordinator “Our HR department uses Keeping, and it works amazingly well for us to keep organized. It's a simple but robust ticketing system.”
Lisa P. - HR Manager “I like that we can use it right inside our Gmail. I also like that we can assign and prioritize incoming requests.”
Jennifer B. - Human Resource Director "Tried them all - Keeping is perfect for our startup. Exactly the features we needed, like Gmail integration and collision detection."
Fred D. - COO “Keeping helps our customer service team stay on top of inquiries & recognize when an issue has been handled.”
Jordan P. - Marketing Director “At our university, Keeping gives us control over the responses of all our agents, as well as ensuring that all emails are being responded to.”
Marcelo G. - Director, University “It's a great tool for tracking and sharing support emails with colleagues. I love how Keeping email has its own inbox inside Gmail.”
Natasha H. - Director, IT “Keeping seamlessly integrates with Gmail, so we don't have to work with another tool. It allows everyone to see responses from the team.”
Ravi R. - Chief Product Officer “Seeing our shared mailbox right in GSuite, the automatic setup, and the ability to keep track of issues are my favorite features.”
Matthew D. - IT Manager