Video Setup Guide
Here's a video guide on setting up the CloudTalk and HubSpot integration:
Steps from CloudTalk Dashboard
In your legacy dashboard account, navigate to Account > Integrations.
From the list of integrations, hover over HubSpot and select
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.
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 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.
Specify a tag for your HubSpot contacts in CloudTalk.
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.
The outcome with a highest number in the Priority field is always selected first.
In the screenshot above, #demo-scheduled has a priority of
3and #lead-answered as a priority of
As an example, say an agent tags a call with both #demo-scheduled and #lead-answered. In HubSpot, the call outcome would be
Connectedbecause #demo-scheduled has been given higher priority than #lead-answered.
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 legacy dashboard and go to Account > Integrations from the left menu.
This page displays your current integrations. Next to the HubSpot integration, select
Scroll down and select Delete Integration.
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.
If you need further assistance or have any questions, you can contact our Support team. We are always here to help you!