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What you'll achieve
Teammates can read the CRM context they need while HubSpot remains the source of record.
Connect HubSpot
Connect only the HubSpot account that owns the contacts and companies your support team is allowed to view. DobroDesk keeps the provider attribution visible so teammates can distinguish CRM context from customer-authored information.
If the connected account or permissions change, run the customer check again before relying on the panel. Disconnecting stops future lookups but does not remove existing DobroDesk conversations.
Open Settings > Integrations > Data integrations and choose HubSpot CRM.
Sign in to the HubSpot account you administer and approve the requested read access.
Return to DobroDesk and confirm the connected account.
Open a known customer and verify the attributed HubSpot context.
Disconnecting stops future CRM lookups. It does not delete DobroDesk conversations or customer-authored messages.
Put this guide into practice
Open Setup Center to apply the instructions in your workspace. Sign in when prompted.