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Connect AGO to HubSpot Service Hub so your agents can create support tickets directly in HubSpot when they need to escalate a conversation.

Prerequisites

  • A HubSpot account with Service Hub
  • Admin access to both HubSpot and AGO

Step 1: Create a Private App in HubSpot

  1. In HubSpot, go to Settings > Integrations > Private Apps
  2. Click Create a private app
  3. Enter a name (e.g., AGO Integration)
  4. Go to the Scopes tab and enable these scopes:
  1. Click Create app
  2. 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

  1. Navigate to Ticketing > Settings
  2. Set Active Ticketing System to HubSpot
  3. Enter your credentials:
    • Access Token: the token from Step 1
    • Portal ID: the number from Step 2
  4. Click Save

Step 4: Create a Ticket Form

  1. Navigate to Ticketing > Ticket Forms
  2. Create a new form and select HubSpot as the ticketing system
  3. Click Import from HubSpot to sync your HubSpot ticket properties
  4. Add the fields you want to your form
  5. 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:
  1. AGO looks up the user’s email in HubSpot. If no contact exists, one is created automatically
  2. A ticket is created in HubSpot with the form data
  3. The contact is linked to the ticket
  4. If files were attached, they are uploaded and linked to the ticket as notes
  5. A link to the ticket in HubSpot is stored for reference

Field Mapping

Custom Field Mapping

To map AGO ticket fields to HubSpot properties:
  1. In the ticket form builder, add a field
  2. Set the HubSpot property name to match the internal HubSpot property
  3. When a ticket is created, the field value is sent to the matching HubSpot property

Owner Assignment

To route tickets to specific HubSpot owners:
  1. Add a dropdown field to your ticket form
  2. Configure each option with a HubSpot owner ID
  3. When a user selects an option, the ticket is assigned to that owner in HubSpot

Troubleshooting