The integration between the hosted PBX and Hubspot adds records to contacts after a call is made. If the contact is not found, the PBX can create a new contact.
It is important that telephone numbers in Hubspot are stored in the format that the PBX uses. This is because telephone numbers need to match exactly in Hubspot. The system uses the E.164 format for numbers (eg. 61299998888).
Connecting to your Hubspot Account
To connect your Hosted Voice account to your Hubspot account, navigate to Integration and toggle Hubspot ON. You will then need to click on the Get OAuth Token button. A pop-up will appear asking you to login to your Hubspot account.
Once logged in you will then need to grant the permissions that is required for the integration to take place.
Creating Contacts
The following options are available:
Only for outbound calls: Hubspot has several kinds of calls. The PBX will attempt to sign a matching call type for each call. There is no support for inbound or outbound call indication in HubSpot; the PBX will generate a text that indicates the direction of the call.