HubSpot
Setup within Maven
To install this app you will need:
Pipeline ID
- Enter the ID of the HubSpot pipeline where you want Maven to create tickets.
- You can find this in your HubSpot account under the Sales Pipeline settings.
Access Token
- Paste your HubSpot Private App Access Token. This token allows Maven to authenticate and create tickets on your behalf.
- You can generate this token from your HubSpot account under Private Apps.
Pipeline Stage ID
- Provide the ID of the specific pipeline stage where tickets should be created within the selected pipeline. This ensures tickets land in the correct stage of your process.
Knowledge:
Maven will ingest articles from the HubSpot Knowledge Base, organizing them by category. Each HubSpot category will be represented as a separate knowledgebase within Maven, containing its associated articles. The frequency of the sync/updates can be adjusted by updating the Knowledge Base settings in Maven.
Ticket Hand Off:
When Maven cannot deflect a user inquiry, a ticket is created in the HubSpot system. Ticket hand off is represented as an action within Maven. A ticket can be created for authenticated users and anonymous users.
Live Agent Handoff:
See Chat Widget - Live Agent Handoff for configuration details
Copilot - Comming Q3 2025
Still not working?
Contact us for more support.