This article walks you through the installation steps for Rafiki with Hubspot Service Desk
Integration Rafiki with Hubspot Service Desk must be done by the Hubspot Admin User. Once the integration is complete all Rafiki 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.
When you connect to Hubspot Service Desk, we install a Rafiki 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.
Manager 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's 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 only syncs Objects that are owned by Rafiki Users.
Unassigned objects or objects that do not have an owner setup with NOT be synced.
Also if the object Owner is not a Rafiki, the object will not be synced either