Users get a popup alongside incoming calls with matching client relations. and can deeplink to the hubspot relation page. Can also quickly save a note. Auto timeline logging is possible
Example popup:
Setup of the Hubspot integration requires a superadmin account in order to create a private app.
Log into Hubspot, go to Settings > Integrations > Private Apps
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Click on ‘Create a private app’
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Fill in a name and description
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Go to the ‘scopes’ tab and tick the scopes shown below
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Click on ‘Create App’ and then ‘Continue Creating’
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A token will now be visible. Copy and save this token
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Note the PortalID in the URL of the customer:
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Assign the integration in VoIPcube and fill in the token and PortalID
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When assigning to users fill in users the Email address related to his hubspot account.
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Install the VoIPcube client at the users
Sometimes the Hubspot integration does not show a popup if the number is not recognized via the API. Confirm if the number exists within Hubspot.