The Scorebuddy QA HubSpot integration connects your HubSpot Inbox with Scorebuddy’s Quality Assurance platform. This allows you to evaluate customer conversations, track agent performance, and gain deeper insight into interaction quality.
With this integration, you can:
Score agent interactions for Quality Assurance, compliance, and performance improvement
View conversational analytics across your HubSpot customer interactions
Install the HubSpot Integration
Follow the steps below to install the Scorebuddy QA app and connect your HubSpot account.
Step 1: Access Integrations
Log in to Scorebuddy
Go to Settings > Integrations
Click Add Integration
Locate the HubSpot Integration card
Step 2: Connect HubSpot
Click + Add Integration
Choose your authentication method:
Access Token (add tokens if using this method)
OAuth
Click Connect HubSpot to Scorebuddy
Step 3: Configure Access Token (if applicable)
If you are using Access Token authentication, you will need to:
Add a Label and Description (for internal reference only)
Set your Data Retention Policy
Match HubSpot Users to Scorebuddy Users
To ensure interactions are attributed correctly, HubSpot users must be matched to their corresponding Scorebuddy user profiles.
⚠️ Only matched users will have their ticket data pulled into Scorebuddy.
How to match users:
Go to Score > Interactions
Select View Integrations
Click More next to your HubSpot integration
Select Match Users
Matching options:
Auto Match (recommended):
Matches users based on their email addressManual Match:
Use the dropdown beside a user’s name to match any remaining outliers
Using the HubSpot Integration
Once configured, Scorebuddy can pull HubSpot interactions through list building.
Create an Interaction List
Only Global Admins, Group Admins, or Team Admins can create lists.
Go to the Score tab
Select Interactions
Click Add List
Configure the List
In the Source field, select your HubSpot integration
Choose the Groups, Teams, and Staff whose interactions you want to include
Apply Filters (for example, ticket open date range)
List Types Explained
When creating a list, select one of the following list types:
Manual
Manually select specific tickets
Tickets are displayed based on your filter criteria
Random
Set a number of tickets to return (total or per agent)
Tickets are selected randomly from those that match your filters
Sequential
Set a number of tickets to return (total or per agent)
Tickets are added in order, starting from the first available that matches the criteria
All
Includes every ticket that matches your selected filters
Final Steps: Filters and Assignment
After choosing your list type:
Apply any additional Filters
Assign the list to one or more Evaluators for scoring
Once saved, the list will pull HubSpot interactions into Scorebuddy QA for evaluation.
💡 Lists can also be scheduled to automatically sync data on a recurring basis.
Disconnect the HubSpot Integration
If you need to disconnect HubSpot from Scorebuddy QA, follow these steps:
⚠️ Disconnecting the integration will stop all data syncing.
Log in to Scorebuddy
Navigate to Settings > Integrations
Locate the HubSpot Integration card
Click Manage Integration
Select Remove Integration
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