hubspot-crm-agents-guide.md

HubSpot CRM Agent's Guide

If you have HubSpot CRM integration in place and a user sends you a message.

View Existing HubSpot Contact

If it is an existing HubSpot contact, you can view their contact information, as shown below:

View HubSpot Contact Information

You can view HubSpot contact information by clicking on Contact Info.

Create Ticket

You can create a ticket and assign appropriate owners and stages to your tickets by clicking on Create Ticket.

View Deals

You can see all HubSpot deals that are associated with contacts, companies, engagements, line items, tickets, and custom objects by clicking on View Deals.

View All Tickets

You can view and manage all HubSpot tickets by going to View All Tickets.

Disable HubSpot CRM

To disable the HubSpot CRM for the users, click Disable.

Uninstall HubSpot CRM

To disable the HubSpot CRM:

• Search for the HubSpot App under the Marketplace tab in the Apps menu.
• Go to Rocket.Chat Administration > Workspace > Apps.
• Click Uninstall.