Follow these steps to set up data synchronization between your CloudTalk and HubSpot accounts.
User Level:
Admin
Integration Setup
Steps from CloudTalk Dashboard
From your Dashboard, navigate to Account > Integrations.
From the list of integrations, hover over HubSpot and select
+ Add.You will be redirected to a HubSpot login to enter your credentials.
If you have multiple HubSpot accounts, you will be asked to choose one to integrate with CloudTalk.
Connect app to grant permissions and continue.
After a successful authentication process, you will be redirected back to the CloudTalk dashboard, where you can customize your integration.
Click Save to enact these changes and activate the integration.
You can set your integration to Inactive at any time using the toggle at the top.
Once the integration is set up, all your HubSpot contacts will be synchronized with CloudTalk.
While you can choose to set up multiple integration instances with your various HubSpot accounts, changes in HubSpot's authentication structure have made it so that only the most recently created of these integration instances can be used with our workflow automations.
Integration Customization
Choose which calls will be logged to HubSpot. You can define which calls (inbound, outbound, missed calls and voicemails) to log into HubSpot. The call will be logged as a HubSpot engagement.
Choose to only link activity from certain numbers to your HubSpot integration by using the Connected numbers section. If this section is left blank, data associated with all company numbers will be synched.
Decide whether you want to log all calls or only calls made during business hours, and where to assign missed calls. Customize how new contacts are created for unassociated numbers.
Play call recordings and see transcripts directly in HubSpot as call engagements.
Specify a tag for your HubSpot contacts in CloudTalk and import cases from HubSpot as contact activities.
Outcome Mapping
Within the CloudTalk dashboard, you can map call tags to HubSpot call outcomes. When a tag is mapped to an outcome, all calls with this tag will have the chosen outcome in their HubSpot activities. When multiple call tags are mapped to the different HubSpot outcomes, the first one listed in the Outcome Mapping will set the activity outcome in HubSpot. Drag and drop outcomes to reorder them.
You can add a default outcome that will be used when no tag is added to the call. This is useful for missed calls and voicemails.
Calling from HubSpot
Follow HubSpot's CTI guide to set up CloudTalk as your primary phone in HubSpot, and check out our guides for using the HubSpot CTI and quick fixes.
Disconnect HubSpot Integration
In the event that you decide to stop using HubSpot with CloudTalk, you can follow these steps to disconnect the integration.
Log in to your Dashboard and go to Account > Integrations from the left menu.
This page displays your current integrations. Next to the HubSpot integration, select
Change.Scroll down and select Delete Integration.
To confirm, type
DELETEand select Delete.
Once you have completed these steps, the integration will be deleted from your CloudTalk dashboard. There are additional steps to follow to remove CloudTalk within HubSpot.
Warning: Disconnecting and uninstalling CloudTalk will prevent information such as call data from being shared to and from HubSpot, which will further affect any linked HubSpot accounts and their data.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!