HubSpot Integration
When a customer wishes to generate tickets for their inquiries. They must register from the layout set up in WordPress every time and then, from there, create a ticket. A Hubspot credential is required for API key access by the person who resolves the ticket. It’s a difficult and hectic task to complete. You must also manually verify which tickets have been resolved and which remain unresolved. And slowly it starts to become a complex and time taking process for a client.
Service Provider
The Problem
We had this case on hand and the client was looking for a simple efficient and fail-proof solution that will work automatically and reduce the manual efforts. A solution that is simple to implement and removes the complication from the task, making it simply awesome. And when we looked for it, it did not exist on the planet earth. CreedAlly stepped up to help clients by providing an effective, simple, and seamless solution.
The Solution
We studied the flow of the ticket movement and started working on a solution that would eliminate the headache of manual ticket management. We always think in terms of how we can integrate all of the APIs required for regular use and make the most out of the HubSpot platform. We came up with a solution where users can see the status of their cases, such as whether they are open or closed, and also submit a new case or interact with an existing one, and they can attach files as well as use a text box. And this happens completely in the WordPress dashboard only without visiting the HubSpot frequently or checking emails. Users can easily update tickets and get an idea of their ticket process simply.
To meet our solution, we used four API solutions. Contact API, Tickets API, Engagements API, and Association API. Users register themselves in the WordPress form which API will check with HubSpot and check if the user exists in the HubSpot too. If the user id exists in WordPress then directly fetch all the data from there and update the full user profile in the dashboard. When a user creates a ticket, then with the use of custom post type it will reflect in the WordPress dashboard as well which will be easy to manage for the client.
As the tickets keep passing through different stages the real-time update and status will be reflected in the dashboard. Same way once the issue has been resolved and the HubSpot team resolves the issue, it will be the same reflected in WordPress too.
These will allow clients to deal with the most important tickets first, saving them a lot of time and energy. We developed bi-directional sync, which allows tickets to be resolved instantly when information on either side is updated, eliminating the need for a third-party integration tool. The use cases for tickets are fairly obvious: customer inquiries and issues to be resolved can be organized, and even more, information can be gathered, thanks to the integration of tickets and the HubSpot CRM.
To simplify the enhancing user experience when submitting a support ticket and to provide high-level satisfaction through an easy-to-use interface is what this has helped with. We Innovated a solution for this, as well as simplified a complex system to provide high-level satisfaction.
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