Helply
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Bring HubSpot context into every customer conversation.

Connect CRM and support so humans and AI agents understand the customer before deciding what to do.

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All tickets › Brightpath #35
EJS
Brightpath #35Adding phone support
P2
LLena Fischer via email · 9:41 AM
Can we add phone support for our EU team?
Helply AI working
HubSpot · company and dealChecked plan · ProFlagged expansion
Logged to HubSpot timeline 8 secs

Why teams use Helply with HubSpot

Know who you're helping

Give your team and AI agents relevant company, contact, deal, and customer context before deciding how to handle an issue.

Turn support into customer signals

Surface churn risk, expansion opportunities, feature requests, and other useful information from customer conversations.

Give sales and success better context

Make what your support team learns available to the teams responsible for the rest of the customer relationship.

Use CRM context in support workflows

Prioritize, route, and handle conversations differently based on the customer information available in HubSpot.

Customers › Brightpath
EJS
HubSpot · BrightpathCompany
Lifecycle stageCustomer
DealAnnual renewal · $9,600
OwnerLena Fischer
Last contact4 days ago
Background agents › Signals
EJS
Customer signalsThis week
48-seat account · churn riskLogins down 62% and two unresolved tickets.
Brightpath · expansionAsked about phone support twice.
Orbit · feature requestBulk export with custom fields.
HubSpot › Timeline
EJS
Shared to HubSpotOn the company timeline
BrightpathExpansion signal · phone support
Synced
D
48-seat accountChurn risk · task for owner
Synced
OrbitFeature request · bulk export
Synced
All tickets › Rules
EJS
Workflow rulesUsing HubSpot data
O
Open dealsDeal stage is Negotiation → owner notified
On
E
Enterprise tierCompany tier is Enterprise → P1
On
N
New customersFirst 30 days → onboarding queue
On

How to install

  1. 01

    Connect HubSpot

    Authorize your HubSpot account from Helply.

  2. 02

    Match your records

    Connect Helply customers and accounts with their CRM records.

  3. 03

    Put HubSpot context to work

    Configure the customer context and supported signals you want available to Helply.

Frequently asked questions

Start your free trial today

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What HubSpot data can Helply use?

Supported customer, company, deal, and related CRM context can be made available.

Can AI agents use HubSpot data?

Yes, where configured.

Can support signals flow back to HubSpot?

Supported signals and Actions can be configured to do so.

Can HubSpot data affect routing?

Yes. CRM context can help drive support workflows.

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Connect Gong so customer conversations don't disappear when the meeting ends.

Connect HubSpot to Helply.

Meet your customers where they are and give every team the full story.

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