HubSpot Two-Way Sync

CRM Synchronization

Stop copy-pasting data between tabs. Our HubSpot Two-Way Sync ensures that your sales and support teams are always looking at the same information, no matter which tool they prefer.

The Challenge

Sales teams live in HubSpot. Support teams live in BotDesk. When these systems are disconnected, Sales calls a lead not knowing they just reported a major bug, or Support treats a VIP prospect like a stranger.

Our Solution

We've built a deep, bi-directional integration that keeps both systems in perfect harmony.

• BotDesk -> HubSpot: New conversations are logged as activities on the contact's timeline. New leads captured by the bot are automatically created in HubSpot.
• HubSpot -> BotDesk: We pull in the contact's lifecycle stage (e.g., "Opportunity", "Customer"), so the bot can treat them accordingly.

Key Benefits

• Unified Truth: No more data discrepancies between departments.
• Better Hand-offs: Sales reps have full context before they make their next call.
• Automated Logging: Save your team hours of manual data entry every week.