Ferndesk
Integrations

HubSpot integration

Connect your HubSpot account to Ferndesk to migrate your help center or import your support tickets. Fern uses this data to generate and update your help center content automatically.

Before you begin

You need access to your HubSpot knowledge base and support inbox to complete this connection.

Connect HubSpot

  1. Go to the Integrations page in your Ferndesk dashboard.

    Integrations page showing the grid of available integration cards

  2. Find the HubSpot card and click Connect.

    HubSpot integration card with the Connect button highlighted

  3. In the connection dialog, click Connect to authorize the integration.

  4. You will be redirected to HubSpot to grant permissions. After authorizing, you will return to Ferndesk and your HubSpot connection will be active.

Once connected, the HubSpot card shows a Manage connections button.

What happens after connecting

Fern automatically syncs your HubSpot knowledge base articles and support conversations to keep your help center current. Support trends from HubSpot appear in Reporting under Intelligence. To automatically receive documentation gap recommendations, enable scheduled audits in Settings > Automations.

Manage connections

After connecting, the HubSpot card shows Manage connections. Click it to view your connections, add additional HubSpot accounts, or reconnect if authorization expires.

Troubleshooting

I see "Authentication required to connect HubSpot"

You need to be signed into your Ferndesk workspace before connecting an integration. Make sure you are logged in and that you are in the correct organization. If you have access to multiple Ferndesk workspaces, switch to the one where you want to add the HubSpot connection.

I see "HubSpot OAuth organization does not match the active session"

The HubSpot account you are authorizing belongs to a different organization than the one you are signed into in Ferndesk. Make sure you are:

  • Signed into the correct Ferndesk workspace

  • Authorizing the HubSpot account that corresponds to that Ferndesk organization

The HubSpot authorization page shows an error

This can happen if:

  • Your browser blocked a popup. Check your browser's address bar for a blocked popup notification.

  • Your session expired. Try signing out of Ferndesk and signing back in.

  • The OAuth state became invalid. Close the authorization window and click Connect again in Ferndesk.

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