Calldacity Integration | Setting Up HubSpot CRM Integrator

Setting Up HubSpot CRM Integrator

Calldacity Integration | Setting Up HubSpot CRM Integrator

📋 Important Note:
The customer must have an Admin account set up in HubSpot.
⚠️ User/Agent Identity:
The Calldacity Portal matches emails 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.

Step 1: Access the Calldacity Portal

Step 2: Navigate to Integration Tab

Step 3: Enable HubSpot CRM Integration

Select "Enable" next to HubSpot CRM (this will launch a window).

Enable HubSpot

a. Enter Login Credentials

Login Credentials

b. Choose Account


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


Step 5: Integration Successful! ✅

The integration is now Enabled in the OneCloud Portal.

a. Success confirmation

Success Message

Step 6: Enable Users (Click the Pencil Icon)

Here you can enable specific users to send Call, SMS, and Meeting Data to HubSpot CRM.

Enable Users

      a. 
            

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