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Documentation Index

Fetch the complete documentation index at: https://docs.dovetail.com/llms.txt

Use this file to discover all available pages before exploring further.

Hubspot Pn
Available on Professional and Enterprise plans

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Overview

Automatically import HubSpot Service Hub tickets into Channels in real-time, where they’ll be automatically analyzed and classified into themes, allowing you to track trends over time. When setting up the connection, you’ll have the option to select specific apps to sync tickets from, and you can also select how far back you’d like to import existing data from. Learn more about Channels →

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Set up HubSpot integration

You can set up your HubSpot Service Hub integration from Settings, when creating a new Channel, or by selecting Add source on an existing Channel in your workspace.
  • To do this, set up your Channel and select HubSpot Service Hub in the Connect data source modal. You’ll be prompted to log in to your HubSpot account and accept the required permissions to authorize access.
  • Next, select the inboxes you’d like to pull conversations from as well as how far back you’d like to import existing data from.
  • From there, confirm the setup and click Complete.

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Import tickets automatically to Channels

After connecting your HubSpot Service Hub account, Dovetail will automatically sync conversations into your selected Channel. These will be stored, analyzed, summarized, and organized into themes.
  • To do this, open or create a new Channel and addHubSpotas a data source.
  • Next, select the inbox/s you wish to sync tickets from and how far back you’d like to import existing data from.
  • From there, confirm set up and select Finish. Once complete, reviews will start importing into your Channel and continue to sync new reviews when received.
Note: If you don’t have any conversations, the integration won’t return results. Make sure the inboxes you connect have at least some recent conversation threads. Along with the ticket itself, we will automatically sync in metadata related to the review if available. This includes Inbox ID, Channel ID, Status andAssigned to. This metadata is stored alongside the full message content, allowing you to analyze support conversations with full context.

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Disconnect HubSpot account

When you disconnect Dovetail, we will no longer have access to your HubSpot Service Hub data or account information. Any files that you have imported into Dovetail before disconnecting will not be deleted and will remain in Dovetail.
  • If you wish to disconnect HubSpot Service Hub account from Dovetail, select ⚙️ **Settings **→ Integrations, locate HubSpot Service Hub, click •••and select Disconnect.

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Requested permissions

When you connect your HubSpot account to Dovetail, you will grant Dovetail access to:
  • conversations.read – Allows Dovetail to read conversation data from HubSpot inboxes
  • crm.objects.contacts.read – Allows Dovetail to read contact records associated with conversations
These scopes are read-only and are used solely to import and analyze your HubSpot data within Dovetail.

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Required HubSpot permissions

To successfully connect the integration, the user authorizing the connection in HubSpot must have:
  • Super Admin permissions, or
  • App Marketplace Access permissions (to install and approve integrations)
Additionally, the user should have access to:
  • The relevant Service Hub inboxes (for conversation data)
  • Associated contacts (for CRM data)
Without the appropriate access, the integration may connect successfully but fail to import data. On the Dovetail side, to connect HubSpot to Dovetail, you’ll need:
  • Access to create or manage Channels
  • Valid HubSpot login credentials during the connection process