CLONE - Ticketing, Chat, and Messaging

Background

We’d like to add a way for users to get support within the platform.

The solution needs metrics to report on to track internally

Solution

Access to Hubspot

Hubspot integration via a Private App

https://app.hubspot.com/private-apps/22596801

Documentation:

Key: pat-na1-e9a586c1-be30-4f6b-9885-c8c35a6b3421

View a contact record cURL:

curl --request GET \ --url 'https://api.hubapi.com/crm/v3/objects/contacts?limit=10&archived=false' \ --header 'authorization: Bearer YOUR_ACCESS_TOKEN'

I’ve sent teamsupp24@gmail.com an invite into our Hubspot instance. If you run into any permissions issues, please let me know, but you should be good.

Ticketing, Chat, and Messaging

In the private app, I’ve enabled the following scopes for the Hubspot API:

crm.objects.contacts.read

crm.objects.contacts.write

conversations.read

conversations.write

external_integrations.forms.access

(let me know if we need more scopes)

We need the integration to populate a chat widget in the bottom corner

This chat widget will send messages to Hubspot conversations, and messages sent from Hubspot will populate in the app’s message box.