Enhance your sales and customer support team efficiency. Only 3-click CloudTalk + HubSpot integration allows you to automate your workflows, boost your team's performance and track all of your important metrics. Utilize all the benefits without any compromises.
If you prefer video setups, here's a step-by-step video on setting up the CloudTalk+HubSpot integration:
To configure your HubSpot integration, follow the steps bellow:
Login to CloudTalk Dashboard account here.
Click on Account > Integrations in the left sidebar menu.
Select HubSpot integration and click on "+Add" button to install the integration.
You will get redirected to HubSpot Log in page, where you need to log into your account.
If you have multiple accounts, you will be asked to choose which one to integrate with CloudTalk.
After successful login, you will be redirected back to CloudTalk Dashboard.
Once you have completed these steps, your integration is ready. Now you can customize it according to your business needs.
Finally, click on the Save button to activate the integration.
Once the integration is set up, all your HubSpot contacts will be synchronized with CloudTalk.
Thanks to this, your agents will now have all the necessary and important information available during their calls and will be able to open customer's HubSpot contact details with single click.
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 HubSpot's engagement.
Pick which CloudTalk numbers should get linked to your HubSpot integration. It will help you better organize your data.
Important notice: If no number is selected, all numbers get synced to HubSpot.
Decide whether you want to log all calls or only calls made during business hours, as well as when your lines are closed.
Choose how to tag your contacts in CloudTalk.
Make calls directly from HubSpot
You can get the click-to-call feature in order to start a call directly from your Chrome browser just by clicking on a number in HubSpot. Simply visit our Click to Call page and follow the installation instructions.
Pro Tip: We recommend to remove all other Chrome extensions or other telco providers which may interfere with the click-to-call feature.
For further detailed guidance on the functionalities and features of HubSpot CloudTalk integration, please visit the following article:
If you need further assistance or have any questions, you can contact our Support Team. We are always here to help you!