This article walks you through the installation steps for Rafiki AI with HubSpot Service Desk.
Integrating Rafiki AI with HubSpot Service Desk must be done by the HubSpot Admin User. Once the integration is complete, all Rafiki AI users within this organization will automatically be integrated with HubSpot.
From the Settings page, go to Integrations > Service Desk, and select HubSpot Service Desk.
Click Add Integration.
Follow the instructions: sign in to your HubSpot account, and authorize access to Rafiki AI.
When you connect to HubSpot Service Desk, we install a Rafiki AI for HubSpot Service Desk app instance in your HubSpot account, and ask for the following permissions:
This app is requesting access to your HubSpot account. Continue connecting if you agree.
Manage and view CRM data:
View details about users assigned to a CRM record
View properties and other details about contacts
Create, delete, or make changes to contacts
View details about custom objects in the CRM
Create, delete, or make changes to custom objects in the CRM
View properties and other details about companies
Create, delete, or make changes to companies
Workflows: This includes workflows.
Basic HubSpot account information: This includes your user email address and the account primary domain.
Access to integrations sync features: This exposes the sync API, which allows syncing of most CRM objects.
Tickets: This includes access to tickets.
Read one-to-one emails: Grants access to read all details of one-to-one emails sent to contacts.
IMPORTANT:
Rafiki AI only syncs objects that are owned by Rafiki AI users.
Unassigned objects or objects that do not have an owner set up will NOT be synced.
If the object owner is not a Rafiki AI user, the object will not be synced either.