HubSpot and phone.systems™ Integration

Connecting phone.systems™ with HubSpot CRM allows you to manage customer calls and track important information. The integration includes the following features:

• Sync contacts automatically: Keep contacts and company details updated in phone.systems™ and HubSpot.

• Call journaling: All incoming and outgoing calls are logged in HubSpot for tracking and reference.

• Create new contacts automatically: When an unknown number calls, a new contact or company is created in HubSpot automatically.

• Store call recordings: Call recordings are uploaded to HubSpot for easy access and review.

• User association for call journaling: Associating users enables call journaling between phone.systems™ and HubSpot. Unassociated users will not receive call details in HubSpot.

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Connecting phone.systems™ with HubSpot

This guide provides detailed steps on integrating phone.systems™ with HubSpot using the HubSpot developer account. Follow the instructions below to complete the setup process.

Note

To connect phone.systems™ with HubSpot, you will need the Client ID, Client Secret, and Developer API Key, which can be obtained from the HubSpot developer account by creating a connected app.

Step 1: Sign in or sign up to a HubSpot developer account

To get started, go to the HubSpot Developer Account page and Sign In to access an existing account or create a new one.

Step 2: Create an app in HubSpot

Once you’re logged in, click Create App directly from the developer homepage, or select Apps from the left sidebar and click Create App button.

Fig. 1. Create an app in HubSpot

Step 3: Enter app basic information

In the Basic info section under App info, enter your Public app name and any other optional information you’d like to include.

Fig. 2. Enter app basic information

Step 4: Launch phone.systems™ and create HubSpot connection

After entering the basic information, you need to set up authentication settings and create a HubSpot connection in phone.systems™. Follow these steps to create the HubSpot connection:

1. Open a new browser tab, log in to your DIDWW account, and launch phone.systems™.

2. In phone.systems™, go to Settings > CRM Integrations.

3. Click Connect to link HubSpot app with phone.systems™.

Fig. 3. Create HubSpot connection in phone.systems™

Step 5: Copy the Redirect URL from phone.systems™ and paste it into HubSpot

On the phone.systems™ HubSpot connection page, copy the Redirect URL.

Fig. 4. Copy the Redirect URL

Open the HubSpot app creation page, go to the Auth tab, find the Redirect URLs block, and paste the Redirect URL.

Fig. 5. Paste the Redirect URL

Step 6: Add the required scopes to define app permissions

Continue in the HubSpot Auth tab to configure the scopes that determine the permissions your app has to access data or perform actions in HubSpot.

Below the Redirect URLs section, locate the Scopes section. Click Add new scope to define the required permissions for your app.

Fig. 6. Add new scopes

In the Add new scope window, search and select the following scopes:

• crm.objects.companies.read

• crm.objects.companies.write

• crm.objects.contacts.read

• crm.objects.contacts.write

• crm.objects.owners.read

• files

• oauth

• tickets

• timeline

Note

Make sure to add all nine scopes. This is required to ensure your app has the necessary permissions to function correctly.

For each scope, ensure the checkbox is set to Required.

Fig. 7. Required scopes in the HubSpot app creation page

After selecting all required scopes, click Update. The selected scopes will appear in the Required scopes section.

Fig. 8. New scopes added in HubSpot

Step 8: Create the app and Copy the Client ID and Client Secret

After entering the required fields (Public app name, Redirect URL, and Scopes), click Create app. Once the app is created, the app credentials (Client ID and Client Secret) will be generated in the Auth tab.

Copy the Client ID and Client secret from the HubSpot app page (click Show to reveal the Client Secret).

Fig. 9. App credentials

Step 9: Paste the Client ID and Client secret into phone.systems™

Paste the Client ID and Client Secret into the respective fields on the phone.systems™ HubSpot connection page.

Fig. 10. Paste phone.systems™ Client ID and Client secret

Step 10: Get the HubSpot API key

To complete the HubSpot connection setup in phone.systems™, you’ll need the Developer API Key. Return to the HubSpot app page, and on the right side, click Get HubSpot API Key.

Fig. 11. Get HubSpot API key

In the “Developer API Key” popup, click Create key or Show key to reveal the API key, then click Copy.

Fig. 12. Copy the HubSpot API key

Open the phone.systems™ HubSpot connection page and paste the Developer API Key.

Fig. 13. Paste the Developer API key into phone.systems™

Step 11: Connect the phone.systems™ HubSpot app

To complete the HubSpot app connection, click Connect on the phone.systems™ page. Sign in to your HubSpot account. On the connection page, select your HubSpot account and click Choose Account.

Important

Developer accounts cannot connect with this app, select a non-developer HubSpot account.

Fig. 14. Select HubSpot account

After selecting your HubSpot account, you will be asked to review and approve access. If you agree, click Connect app.

Fig. 15. Confirm Access To Connect with HubSpot Account

After clicking Connect app, you will return back to the phone.systems™ CRM Integrations page, where HubSpot will appear under Active Integrations with the status Connected.

Note

phone.systems™ will automatically synchronize data and establish a connection with your main HubSpot account. The app will also be installed in HubSpot CRM.

Fig. 16. Active HubSpot connection in phone.systems™