Neu
Clientwell
HubSpot CRM panel: the requester's contact, company, deals and activity on the ticket. Log notes.
Kompatibel mit
Support
Entwickler:in
Great Work LLC
About this app
See the requester's HubSpot owner, deals and lifecycle stage before you reply, and log the conversation back in one click. Clientwell puts the HubSpot contact next to every ticket: their company, open deals with stage, amount and owner, recent notes, calls, emails and meetings, and the lists they belong to. Agents you allow can create the contact, change the lifecycle stage, lead status or owner, log a note on the contact or company, and create a task or a deal, each confirmed first and recorded on the ticket as an internal note.
Clientwell is built by Great Work LLC. It is not made, endorsed or sponsored by Zendesk or HubSpot, Inc. HubSpot is a trademark of HubSpot, Inc.
The CRM record in the ticket
- Matched automatically by every email address on the requester's Zendesk profile, including the additional emails stored on the HubSpot contact.
- Contact: lifecycle stage, lead status, contact owner, job title, phone, when they were last contacted, plus up to 10 HubSpot fields you choose for contacts and 10 for companies.
- Company: name, domain, industry, size, location, owner and lifecycle stage.
- Open deals with pipeline, stage, amount, close date and owner, and a count of won and lost deals.
- Recent activity: notes, calls, logged emails and meetings, newest first, with who logged them.
- Lists the contact belongs to. Every record links straight to HubSpot.
- No contact yet? Clientwell shows the HubSpot company whose domain matches the requester's email, so the agent can add them there.
Actions with a confirmation and a trail
- Create a contact for a new requester, with name, lifecycle stage, lead status, owner and company filled in for you. Clientwell checks HubSpot again first, so it never creates a duplicate.
- Change the lifecycle stage, lead status or owner. Moving a stage back (Customer to Opportunity) needs an admin unless you allow it, and Clientwell handles HubSpot's forward-only rule for you.
- Log a note on the contact, the company or both. Only what the agent writes and a link to the ticket go to HubSpot, never the ticket conversation.
- Create a task for the owner or anyone on your team, due the next business day by default, or create a deal in any pipeline and stage.
- Every action shows a sentence saying exactly what will change, then adds an internal note on the ticket naming the agent and the HubSpot record, plus a tag (
clientwell_note,clientwell_dealand so on) for views and reports. - You decide who may act: every agent by default, or admins, custom roles or groups you list. Each action type can be switched off.
Get started
Create a private app in HubSpot with the scopes in the setup guide, install Clientwell and paste the access token. Open a ticket from someone in your CRM and their contact, company and deals show in the sidebar.
Plans (billed monthly by Zendesk)
Every feature is on every plan. 14-day trial; Zendesk asks for a card at install and billing starts when the trial ends unless you uninstall.
- Team: $100 per month for Zendesk accounts with up to 14 agents and admins.
- Scale: $7.50 per agent per month for accounts with 15 or more agents and admins.
Your data
Your HubSpot access token is stored as a Zendesk secure setting. It never reaches the agent's browser: Zendesk adds it to each request on the way to HubSpot, and only to api.hubapi.com. HubSpot data is read live while the sidebar is open and is never copied, stored or exported. Clientwell has no Great Work server, sends nothing to Great Work or anyone else (not even usage statistics), does no background work and uses no AI. Writes happen only when an agent confirms one, on one ticket.
Support
Email hello@greatwork.company. We reply within one business day.
Details zur App
Installationsanweisungen
- In HubSpot, go to Development > Legacy apps > Create legacy app > Private (a super admin can do this) and name it "Clientwell for Zendesk". On the Scopes tab add the read scopes
crm.objects.contacts.read,crm.objects.companies.read,crm.objects.deals.readandcrm.objects.owners.read. Recommended:crm.schemas.contacts.readandcrm.schemas.companies.read(your own stage and field labels),sales-email-read(logged emails in the activity) andcrm.lists.read(list memberships). For actions addcrm.objects.contacts.write(contacts, notes and tasks),crm.objects.companies.write(notes and tasks attached to companies) andcrm.objects.deals.write(deals). Create the app and copy the access token. Install Clientwell from the Zendesk Marketplace and choose the plan for your team size (Team up to 14 agents, Scale from 15). The 14-day trial starts now; Zendesk asks for a card and starts billing when the trial ends unless you uninstall.
- Paste the token into HubSpot private app access token. Zendesk stores it as a secure setting; agents never see it, and Zendesk only sends it to api.hubapi.com.
- Choose Who may take actions (
agentfor everyone, the default, oradmin, custom role ids, orgroup:<id>, separated by commas) and switch off any action type you do not want. Moving a lifecycle stage back stays admin-only unless you turn on Let agents move lifecycle stages back. Optional: list extra contact and company fields to show (HubSpot internal names), a default pipeline for new deals, and whether to match a company by email domain or show list memberships.
Open a ticket. Clientwell shows the requester's HubSpot contact, company, deals and activity. Actions write an internal note on the ticket.
Clientwell creates nothing in your Zendesk account at install. It adds internal notes and clientwell_* tags to tickets only when an agent takes an action; they stay if you uninstall. Uninstalling deletes the stored token; also delete the private app in HubSpot.
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Pläne und Preise
Team
Free 14-day trial, then $100.00 per month
$100 per month for accounts with up to 14 agents and admins. Every feature: HubSpot contact, company, deals and activity on tickets and user profiles, plus confirmed actions logged on the ticket, with role limits. Email support, reply within 1 business day.
Kostenlos testenScale
Free 14-day trial, then $7.50 per agent, per month
$7.50 per agent per month, for accounts with 15 or more agents and admins. Smaller accounts choose Team; actions stay off on Scale below 15 agents. Every feature, as in Team. Email support, reply within 1 business day.
Kostenlos testen