Predictive Forecasting: HubSpot + Zendesk
Can you trust your forecast for next month? askotter reads HubSpot and Zendesk together and answers it for your business, by text.
How does predictive forecasting with HubSpot and Zendesk work for a small business?
askotter reads HubSpot and Zendesk side by side so it can forecast with live numbers from every connected account. Forecasts that update as your numbers change, with a likely range attached.
Read the full answerShow less
The owner asks follow-up questions by text.
- From HubSpot
- Contacts and companies, Deal pipeline and stages, Email campaign performance.
- From Zendesk
- Ticket volume and resolution, CSAT scores, Agent performance.
- Status
- Zendesk is on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing HubSpot or Zendesk. Both keep working exactly as they do now.
Can you trust your forecast for next month?
Most small business forecasts are last year's numbers in a spreadsheet. They miss that your ad spend doubled this quarter or that the busy season started early.
How askotter handles it
askotter reads HubSpot and Zendesk side by side, so it can forecast with live numbers from every connected account.
A person checks the result before it reaches you. This is part of our digital marketing services work.
How HubSpot and Zendesk records line up
HubSpot and Zendesk both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.
Shared between the two: the customer email address, the phone number and the company or account.
What predictive forecasting uses from each
Predictive forecasting needs enough history to see the seasonal pattern.
From HubSpot that means open deals by stage and expected close date. From Zendesk it means ticket volume by week.
Zendesk is on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
HubSpot on its own
HubSpot sees the contact and the deal. It cannot see money collected outside it, or ad spend on platforms it is not connected to.
Timing. HubSpot updates contact and deal properties as they change, and keeps the original source and first page seen on each contact.
Access. A HubSpot private app or OAuth connection with read-only CRM scopes.
Zendesk on its own
Zendesk sees the complaint and how it was handled. It cannot see what the customer is worth or whether they bought again.
Timing. Zendesk timestamps every ticket, reply and status change.
Access. The Zendesk Support API with a read-only token.
Related guides
- LinkedIn Ads and HubSpot Attribution: Why the Numbers Disagree. HubSpot and LinkedIn are both reporting honestly. They just count different events over different windows.
- How to Track AI Traffic in Google Analytics. It is already in your analytics. It is just filed under Referral with everything else.
Services that use these connections
Other analyses: HubSpot + Zendesk
Questions about HubSpot + Zendesk
Do I need a developer to connect HubSpot and Zendesk?
How is askotter's Predictive Forecasting different from what HubSpot shows on its own?
HubSpot + Zendesk is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.