Prerequisites
- A HubSpot account with Service Hub
- Admin access to both HubSpot and AGO
Step 1: Create a Private App in HubSpot
- In HubSpot, go to Settings > Integrations > Private Apps
- Click Create a private app
- Enter a name (e.g.,
AGO Integration) - Go to the Scopes tab and enable these scopes:
- Click Create app
- Copy the Access Token — you will need it in the next step
ℹ️ NOTE: The access token is only shown once. Store it securely.
Step 2: Get Your Portal ID
Find your Portal ID in your HubSpot URL — it is the number after/contacts/:
Step 3: Configure in AGO
- Navigate to Ticketing > Settings
- Set Active Ticketing System to HubSpot
- Enter your credentials:
- Access Token: the token from Step 1
- Portal ID: the number from Step 2
- Click Save
Step 4: Create a Ticket Form
- Navigate to Ticketing > Ticket Forms
- Create a new form and select HubSpot as the ticketing system
- Click Import from HubSpot to sync your HubSpot ticket properties
- Add the fields you want to your form
- Save the form
💡 TIP: You can also use Embedded Form mode to display a native HubSpot form directly in the chat widget.
How It Works
When a user creates a ticket through AGO:- AGO looks up the user’s email in HubSpot. If no contact exists, one is created automatically
- A ticket is created in HubSpot with the form data
- The contact is linked to the ticket
- If files were attached, they are uploaded and linked to the ticket as notes
- A link to the ticket in HubSpot is stored for reference
Field Mapping
Custom Field Mapping
To map AGO ticket fields to HubSpot properties:- In the ticket form builder, add a field
- Set the HubSpot property name to match the internal HubSpot property
- When a ticket is created, the field value is sent to the matching HubSpot property
Owner Assignment
To route tickets to specific HubSpot owners:- Add a dropdown field to your ticket form
- Configure each option with a HubSpot owner ID
- When a user selects an option, the ticket is assigned to that owner in HubSpot
Troubleshooting
Related
- Ticketing — Ticketing feature overview
- Ticket Form Customization — Form field configuration and embedded forms
- Ticketing Connectors — Compare available connectors
- HelpScout Integration — Alternative ticketing connector
- Zendesk Integration — Alternative ticketing connector
