How to use the Help Desk feature in HubSpot

The HubSpot Helpdesk combines all the Service Hub Features and more into one place.

The HubSpot Help Desk features an inbox-style layout but has the added advantage of being directly integrated with HubSpot’s powerful CRM. This integration provides your team with enhanced context and automation capabilities.

You can connect multiple communication channels—including chat, email, forms, calls, WhatsApp, and Facebook Messenger—directly to the Help Desk tool. This consolidation streamlines your support process, allowing your team to manage all customer interactions from one single location.

Support agents can use the Help Desk to respond to tickets, prioritize and organize them, and efficiently triage customer issues. This centralized approach enhances the efficiency and effectiveness of your support operations.

One of the biggest advantages is that the Help Desk lets you use HubSpot's Conversation inbox and the Ticket pipeline and Ticket records in one place. After you select the ticket, you will enter the Conversation section, where you can directly reach out to your client or dive into the specific ticket for more details

And as always, HubSpot made sure that the Help Desk has the same look and feel and features that you are used to. You can group members into teams to easily control what’s visible for each team within the Help Desk.

Tip: 
Customize the right sidebar so your team can efficiently manage tickets. This gives your agents a complete view of each customer, with access to their contact details, past interactions, and other relevant context—all without switching between different systems.