Set up Service Queue Review
You need a HubSpot account with permission to install apps and access to the records your reports use.
This public preview uses sample data. HubSpot authorization and subscriptions are pending deployment.
- Open the app page, choose Connect HubSpot and select the account you want to use.
- Review read permissions for tickets, companies, contacts and authorize access.
- Open the workspace, choose a report and adjust the threshold when the report offers one.
- Run the report and open records in HubSpot to investigate findings. Large reports can return partial results.
- To remove your authorization, choose Disconnect in the workspace. To uninstall the app for everyone, ask your HubSpot admin to remove it from Connected Apps.