Bring autonomous support into your HubSpot inbox
Yuma connects through its HubSpot app in a few clicks, syncs your HubSpot users and lists your inboxes and channel accounts so you can map each one to the right store. It handles both help desk conversations tied to a ticket and threads in the conversations inbox. Customers get a useful answer, and your team never leaves the CRM it already lives in.
Reply as your team, not as a bot
Yuma answers customers by email as the HubSpot user you choose, on the same thread the customer wrote in. Replies read like the rest of your support, follow your Handbook and brand voice, and sit in the conversation history alongside everything your agents send.
Keep tickets telling the same story as the conversation
When Yuma resolves a conversation, it moves the ticket to its pipeline’s closed stage, and it reopens the ticket if the customer writes back. Status, assignment and ticket properties such as priority or category update as the conversation moves, so your pipeline reports reflect work done by AI and by people in one place.
Use drafts and notes your agents can see
Prefer review before anything goes out? Yuma can leave drafts and internal notes on the conversation as internal comments that only agents see. Teams can start in review mode, check the quality, and switch more intents to autonomous replies when they trust the results.
Make Yuma’s work visible in HubSpot reporting
Yuma writes its tags, including its escalation tag, into a ticket property you pick. Point a HubSpot tag rule at that property and Yuma’s tags show up as native HubSpot tags, ready for views, filters and dashboards.
Escalate with a ticket that is ready for ownership
When a conversation needs a person, Yuma escalates with the history and its progress already on the ticket. A HubSpot Workflow can route escalated tickets to the right team or owner, so the agent picks up from where Yuma stopped instead of restarting intake.
Connect HubSpot with ecommerce resolution
Pair HubSpot Help Desk with Yuma Support AI and Shopify to bring live order, shipping and customer context into every reply. Yuma can check an order, explain a delay or process an eligible request, then record the outcome on the HubSpot ticket.
