Enhance your sales and customer support team efficiency. Only 3-click CloudTalk + HubSpot integration allows you to automate your workflows, boost the team performance and track all the important metrics. Utilize all the benefits without any compromises.
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 quick steps, your integration is ready. Now you can customize your integration 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 get synchronized with CloudTalk. Thanks to that, your agents will have all the important information available during the call and will be able to open customer's HubSpot contact detail with single click.
- 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. If no number is selected, all numbers get synced to HubSpot.
- Whether you want to log all calls or only calls made during business hours or when your lines are closed.
- 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.
Video setup guide
If you prefer video setups, here's an instruction video on setting up the CloudTalk & Hubspot integration.
Tip: We recommend to remove all other Chrome extensions or other telco providers which may interfere with the click-to-call feature.
If you need further assistance or have any questions, you can always contact our Support Team. We are always here to help you!