HubSpot

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 →

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, create 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.

Once connected, we’ll fetch your available inboxes. From there:

1. Select the inboxes you'd like to pull conversations from.

2. Choose how far back you want to import existing conversations.

3. Confirm the setup and click Finish.

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.

When importing, you can select:

• One or more inboxes

• A specific date range for historical data

Once setup is complete, Dovetail will begin importing message threads with full conversation history and will continue syncing new data moving forward.

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.

For each message, we collect the following fields (if available):

• Inbox ID

• Channel ID

• Assigned To

• Status

This metadata is stored alongside the full message content, allowing you to analyze support conversations with full context.