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HubSpot CRM Integration Overview

When the HubSpot CRM Integration is paired with our Webphone, this allows access to the following information and features:

  • Create new HubSpot contacts during active calls, in phonebooks or call history.

  • View HubSpot contact's information during an active call, in phonebooks or call history: name, email, company, contact owner, lead status, and the last date of activity.

  • See active deals of a contact with links to them in HubSpot and a hint about the amount of these deals.

  • See active tickets of a contact with links to them in HubSpot and a hint on the status of these tickets.

  • Log calls to HubSpot and leave notes on them: both during an active call and in the call history.

Please see CRM Integration licensesto gain access to the CRM Integration.

Screenshots from the HubSpot CRM Integration are provided below:

  • Our Webphone Designed Specifically for BusinessSoftphone Designed Specifically for Business
  • HubSpot Contact Information During an Active Call

HubSpot Contact Information During an Active Call

  • Log the Call and Leave Notes to HubSpot

Log the Call and Leave Notes to HubSpot

  • View Open Deals

View Open Deals

  • View Open Tickets

View Open Tickets

A quick search will help you find answers to most of the FAQ's.
If you are unable to find a solution from the knowledge base centre, please contact your service provider for technical assistance.