HubSpot + Helply
Bring HubSpot context into every customer conversation.
Connect CRM and support so humans and AI agents understand the customer before deciding what to do.
Trusted by 1,300 companies globally
Why teams use it
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.
Helply×How to install
Step 1
Connect HubSpot
Authorize your HubSpot account from Helply.
Step 2
Match your records
Connect Helply customers and accounts with their CRM records.
Step 3
Put HubSpot context to work
Configure the customer context and supported signals you want available to Helply.
Frequently asked questions
Supported customer, company, deal, and related CRM context can be made available.
Yes, where configured.
Supported signals and Actions can be configured to do so.
Yes. CRM context can help drive support workflows.
Connect Helply to the tools your business runs on.
Give your team and AI agents the customer data, communication channels, and business tools they need to get the job done.
Salesforce
Connect Salesforce to Helply so your team and AI agents can understand the customer, use acco...
Attio
Connect what customers say in support with the customer records your team manages in Attio.
Pipedrive
Bring customer context into support and make important support signals visible to the people...
Stripe
Connect Stripe so your team and AI agents can understand subscriptions, invoices, and payment...
Segment
Connect Segment so Helply knows what customers actually did before they asked for help.
Gong
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.