Calldacity Integration | Setting Up HubSpot CRM Integrator

Setting Up HubSpot CRM Integrator

Calldacity Integration | Setting Up HubSpot CRM Integrator

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 Important Note:
The customer must have an administrative account set up in HubSpot to complete the following Guide.
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User/Agent Identity:

The UCaaS Portal matches email addresses from the portal to HubSpot.

If there is no email on the UCaaS Agent/User, the HubSpot admin can add the user’s extension number in HubSpot to be matched across the platforms.

This process is crucial for accurate data delivery and for verification. 

For a Step-by-Step Guide on the Agent Setup in HubSpot or how to add the Extension Number go to Step 7.

Step 1: Access the UCaaS Portal

Step 2: Navigate to the "Integration" Tab

Step 3: Enable HubSpot CRM Integration

Select "Enable" next to HubSpot CRM.

a. Enter HubSpot Login Credentials

Login Credentials

b. Choose Account


c. Allow for the connection by selecting "Connect App"


Step 5: Integration Successfully Enabled 

The integration is now Enabled in the UCaaS Portal.

a. Success confirmation

Success Message

Step 6: Enable Users (Click the Pencil Icon)



           a. Select the specific Data being logged to HubSpot per User (Call, SMS, or Meeting)


Step 7: Adding Extension number to HubSpot User (This process is critical for matching the UCaaS agent to the HubSpot User if the agent does not have an Email Address)

Warning
Please Note: Once a User in HubSpot is created with a specific email address that address cannot be changed. 



1. Select on the "Gear" Icon to go to Settings

2. Once in Settings go to Users & Teams



3. Use the Search function in Users & Teams to locate the specific users

4. Select on the User's Name to access Account



5. Select "Preferences" out of the Columns 

6. Add User's Extension Number into the Extension Box
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Please Note: HubSpot will require a phone number within the field next to extension, this can be the User's DID, Main Number, etc.

Step 8: Setup Complete 

Below is a Call Example within HubSpot:


How to Locate Calls:


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