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HubSpot Help Desk + Yuma AI integration

Connect HubSpot Help Desk to Yuma AI and resolve email conversations inside the inbox your team already runs. Ticket stages, properties and handoffs stay in sync with every reply.

Why teams connect HubSpot Help Desk to Yuma

  • Send approved, on-brand email replies from HubSpot conversations.
  • Keep ticket stages and properties current as Yuma works.
  • Escalate to the right people with HubSpot Workflows and full context.
  • G2 review
    “The difference Yuma has made in our customer support is night and day. Before, we struggled with long response times. Now we deliver fast, consistent, high-quality support, and the data insights help us fine-tune our processes.”

    Marcu M. · Data Reporting & AI Implementor

  • G2 review
    “Their product is top notch. We've tested a few other AI tools and nothing has stacked up to the capabilities of Yuma. Within minutes we're always responded to, and within hours our very complex issues are resolved. It's unheard of.”

    Sarah A. · Director of Customer Experience

  • G2 review
    “Since we started with Yuma six months ago, our approach to customer service has completely transformed. It's not just automation; it's quality, efficiency, and a premium, agile customer-service experience. A true performance booster.”

    Lucie B. · Customer Care Manager

Overview

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.

Features and benefits

  • 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.

How to get started

How to get started with HubSpot Help Desk

  1. Connect HubSpot Help Desk
  2. We build your Handbook from past tickets
  3. Go live on a share of tickets

Connect HubSpot through the Yuma app, map your inboxes and channel accounts to stores, and choose the HubSpot user Yuma replies as. Pick the ticket property for Yuma’s tags, set up a Workflow for escalations, then start with drafts on your most frequent email requests before switching them to autonomous replies.

Get integration

30-day free trial · No engineering needed

Frequently asked questions

Yuma AI is purpose-built for ecommerce CX teams that want to resolve more customer requests while preserving the care, context, and brand voice that make great support memorable.

Built around real ecommerce journeys

Yuma understands the everyday work behind order status, returns, refunds, exchanges, subscriptions, loyalty, and account questions. It connects customer conversations with the commerce context and workflows needed to move each request toward resolution.

Works inside your existing CX stack

Yuma connects with leading helpdesks and ecommerce platforms, helping teams add autonomous support without replacing the tools and operating rhythms they already trust.

Fast for customers, valuable for teams

Customers receive timely, relevant answers while agents spend less time on repetitive work. Complex conversations move to the team with useful context, so people can focus on judgment, empathy, and high-value customer relationships.

Consistent with your brand

Yuma follows your policies, knowledge, and brand voice across support channels. CX leaders can expand automation with confidence while keeping visibility into the customer experience and the outcomes that matter to the business.

Let's talk about a better way to handle support with HubSpot Help Desk.

Free 30-day pilot. Zero engineering. Automate up to 89% of your support tickets.

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