Support handoff
HubSpot handoff
HubSpot is a native handoff destination. When the agent escalates, Foldspace pushes the conversation summary and context to HubSpot as a support ticket for your team to pick up. Like the email handoff, it runs server-side — there is no code to write and nothing to implement in your product.
Use it when your team already works tickets in HubSpot. If you staff live chat and want the user to keep talking in the same session, use a live handoff to Intercom or Zendesk instead.
What the agent sends
Section titled “What the agent sends”Each escalation carries the one-line summary of the problem the agent synthesized, plus the conversation context — so the ticket opens with the problem already stated.
Set it up
Section titled “Set it up”-
Turn Offer support handoff ON in Style & behavior → Data Access & Handoff.
-
Connect HubSpot in Integrations and select it as the handoff destination.
-
Test a conversation that should escalate — ask for a human — and confirm the ticket appears in HubSpot with its summary.
Related
Section titled “Related”- HubSpot integration — the CRM connection that syncs customer data by matching users and accounts.
- Support handoff overview — all destinations and when the agent escalates.
- Email handoff — the other no-code destination.