HubSpot integrations
HubSpot integrates the Desktop app services directly into HubSpot, giving you the CRM information and call functions you need before, during and after calls without switching between tools. This saves time, reduces distractions and helps agents focus on great customer conversations.
With simple setup requirements and seamless CRM integration, your team can deliver faster, more personalized support - all in one place.
What are your needs?
Below we have listed the different HubSpot integrations with their key benefits and features:
HubSpot CTI
Streamline daily tasks. Save time. Increase productivity.
Overview
With Telavox for HubSpot you can improve your employees efficiency by integrating Telavox services directly into HubSpot. Allow your agents to focus on the conversation instead of switching back-and-forth between tools. Get the information and functionalities you need inside HubSpot, while saving valuable time and minimizing distractions.
Information
The HubSpot integration is currently not fit for handling inbound calls.
Key benefits
Delight your customers
Telavox for HubSpot displays essential customer information during the call, enabling a personalised and well-informed customer interaction.
Empower your agents
Telavox for HubSpot removes most of the mundane and error prone manual data entry required to keep data consistent offering a more efficient work day with less frustration.
Streamline your work
With Telavox for HubSpot, agents no longer need to switch between applications during an interaction, saving time but also maintaining their focus on what matters the most: your customer.
Key features
Embedded softphone
Get the whole web app embedded in your CRM with complete softphone capabilities such as receiving, placing and transferring calls (incl. click-to-dial), muting and putting the caller on hold.
Contact lookup & history
For both incoming and outgoing calls, Telavox looks up the number and fetches all relevant contact information from your CRM in a pop-up. View the contacts, call and case history, listen to recorded calls and voicemails, as well as navigate to the contact card with a single click. You can also place a call directly from the contact card.
DeleteHubSpot Contact Lookup
Sync your HubSpot contacts with our telephony platform.
Overview
Allow your agents to focus on the conversation. Get the information and functionalities you need from your CRM before, during and after a call to save valuable time, eliminate manual lookup and minimise distractions.
Key benefits
Delight your customers
Essential customer information is displayed before an interaction even begins, enabling a personalised and well-informed customer interaction.
Streamline your work
Quick links enable agents to easily view the customer's profile in your CRM with a single click, saving time but also maintaining their focus on what matters the most: your customer.
Key features
Contact lookup
Contact information from your CRM is displayed for ongoing calls as well as your call history. Contacts in your CRM are matched with calls by matching the phone number of the call with phone numbers associated with contacts in your CRM.
Quick links
Quick links for ongoing and historic calls allows the agent to navigate directly to the correct page within the CRM. No need to search for the contact or account page, it's just a click away.
DeleteClick on the tab below to get a step-by-step guide on how to install and set up the different HubSpot integrations based on your needs:
Install HubSpot via the Admin portal
Log in to the Admin portal to download the HubSpot integrations to your environment.
- Navigate to App Directory.
- Search for HubSpot in the search field.
Click on the tabs below to get installation instructions on each HubSpot integration:
HubSpot CTI
As an Administrator, you can easily download the HubSpot CTI to your environment through the Admin Portal. Once it's installed, all users in your environment with a HubSpotHubSpot account will see the app as a widget in HubSpot when they log in.
The CTI itself has its own built-in contact lookup for calls, no need to install the HubSpot Contact Lookup integration if agents work mainly in HubSpot.
Requirements
- Paid HubSpot account, either HubSpot Sales or Service Hub in order to use HubSpots call-out feature.
- Make sure you have a phone number from Telavox and admin access in HubSpot.
You also need the CRM Integration additional service added on user level:
- Log in to the Admin portal.
- Navigate to Users.
- Click on Additional Services.
- Select the desired user.
- Check the box for CRM Integration.
- Click Save.
Installation instructions
- Navigate to App Directory.
- Search for HubSpot in the searchfield.
- Click to open HubSpot CTI.
- Click on Add to install.
- Select your HubSpot account you have set up with HubSpot to install the Telavox app.
- When logged in > search for the Telavox app in HubSpot Marketplace and click on Install on the app (you need to be logged in to HubSpot as an administrator).
- Once installed you will the be redirected back to HubSpot.
- To open the app widget in HubSpot > go to CRM in the left side panel menu > then click on Contacts.
- Click to open a contact.
- Then click on the Call symbol.
- The app will now pop up in HubSpot and you can complete the call.
- The HubSpot CTI integration is now complete and all users in your environment with a HubSpot account can log in and use the app widget within the HubSpot interface.
HubSpot Contact Lookup
The HubSpot Contact Lookup works outside the HubSpot CTI for example in the Desktop and Mobile app. The integration let's you see HubSpot contacts under call history and on incoming calls in these apps.
Useful for agents who don’t work directly in HubSpot but still need contact visibility.
You don't need to download the HubSpot CTI integration to use the HubSpot Contact Lookup integration.
Requirements
Contact Lookup additional service added on user level.
- Log in to the Admin portal.
- Navigate to Users.
- Click on Additional Services.
- Select the desired user.
- Check the box for Contact Lookup.
- Click Save.
Installing instructions
- Click to open the HubSpot Contact Lookup.
- Click on Add to install.
- Click on Connect account.
- Input your HubSpot credentials.
- Click on Start Integration.
Adding call widget to users
- Navigate to Users.
- Click on Call Widgets.
- Select the users that should get the call widget.
- Click Add widget in the section to the right.
- In the pop up window, choose the "HubSpot Contact Widget" and select the contact widget.
- Click on Add widget.
Additional information
In order for contact lookup to work as intended, make sure any phone number fields in your CRM is stored in E164-format. Numbers formatted this way start with "+" followed by a country code. Numbers should not contain any special characters such as spaces, parathesis or dashes. Here is an example of a valid number; +46123123123.
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