# Legacy HubSpot Integration Important This guide documents the discontinued **HubSpot Legacy Public App** setup. HubSpot no longer permits the creation of Legacy Public Apps, so this procedure cannot be used to create a new integration. Use this guide only to review, maintain, or reconnect an existing phone.systems(TM) integration that was created with a Legacy Public App. Existing Legacy Public Apps continue to work and are not automatically migrated to the current HubSpot Projects framework. To create a new integration, follow the [current HubSpot integration guide](current-integration.html). For details about this change, see the official [HubSpot changelog](https://developers.hubspot.com/changelog/legacy-public-app-creation-sunset). ## Connecting phone.systems(TM) with HubSpot This guide provides detailed steps on integrating phone.systems(TM) with HubSpot using the **HubSpot developer account**. Follow the instructions below to complete the setup process. Note To connect phone.systems(TM) with HubSpot, you will need the **Client ID**, **Client Secret**, and **Developer API Key**, which are obtained from a **legacy app** created in your **HubSpot developer account**. ### Step 1: Sign in or sign up to a HubSpot developer account To get started, go to the [HubSpot Developer Account page](https://app.hubspot.com/signup-hubspot/developers?uuid=c57d8b68-6de0-4399-a539-04eb6ecc005f&step=landing_page) and sign in to an existing developer account or create a new one. ### Step 2: Open the Legacy Apps page in HubSpot After signing in to HubSpot in the first browser tab: 1. Open the **Development** section. 2. Open the **Legacy Apps** tab. 3. Click **Create legacy app**. [![Open Development, Legacy Apps, and Create legacy app in HubSpot](../../../../_images/2_open_legacy_apps.png)](../../../../_images/2_open_legacy_apps.png) **Fig. 1.** Open the Legacy Apps page in HubSpot ### Step 3: Create a public legacy app In the **Create Legacy App** pop-up, click **Public**. [![Create a public legacy app in HubSpot](../../../../_images/3_create_public_legacy_app.png)](../../../../_images/3_create_public_legacy_app.png) **Fig. 2.** Create a public legacy app ### Step 4: Enter app information On the HubSpot app page: 1. Enter a name in the **Public app name** field. 2. Open the **Auth** tab. [![Enter the public app name and open the Auth tab](../../../../_images/4_enter_app_info_and_open_auth.png)](../../../../_images/4_enter_app_info_and_open_auth.png) **Fig. 3.** Enter app information and open the Auth tab ### Step 5: Launch phone.systems(TM) and create HubSpot connection Open a second browser tab, then create the HubSpot connection form in phone.systems(TM): 1. Log in to your DIDWW account and launch [phone.systems(TM)](https://my.didww.com/#/phone_systems). 2. Go to **Settings > CRM Integrations**. 3. Click **Connect** to link HubSpot with phone.systems(TM). [![Create HubSpot connection in phone.systems(TM)](../../../../_images/4_create_hubspot_connection.png)](../../../../_images/4_create_hubspot_connection.png) **Fig. 4.** Create HubSpot connection in phone.systems(TM) ### Step 6: Copy the Redirect URL from phone.systems(TM) and paste it into HubSpot On the **Connect HubSpot** page in phone.systems(TM), copy the **Redirect URL** value. [![Copy the redirect URL from the Connect HubSpot form in phone.systems(TM)](../../../../_images/5_copy_redirect_url.webp)](../../../../_images/5_copy_redirect_url.webp) **Fig. 5.** Copy the redirect URL from phone.systems(TM) Return to the first browser tab in HubSpot and paste the copied value into the **Redirect URLs** field. [![Paste the redirect URL into the HubSpot Auth settings](../../../../_images/6_add_redirect_url.png)](../../../../_images/6_add_redirect_url.png) **Fig. 6.** Paste the redirect URL into HubSpot ### Step 7: Add the required scopes 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. In the **Scopes** block, click **+ Add new scope** to define the **required** permissions for your app: - `oauth` - `tickets` - `timeline` - `files` - `crm.objects.owners.read` - `crm.objects.companies.read` - `crm.objects.companies.write` - `crm.objects.contacts.read` - `crm.objects.contacts.write` [![Add the required HubSpot scopes](../../../../_images/7_scopes.png)](../../../../_images/7_scopes.png) **Fig. 7.** Add the required scopes ### Step 8: Create the app and copy the Client ID and Client secret On the same **Auth** page click **Create app**. [![Create the HubSpot legacy app](../../../../_images/8_create_app.png)](../../../../_images/8_create_app.png) **Fig. 8.** Create the HubSpot app After the app is created, stay on the **Auth** tab, then copy and save: - **Client ID** - **Client secret** Note Click **Show** before copying the **Client secret** [![Copy the Client ID and Client secret from HubSpot](../../../../_images/8_copy_app_credentials.png)](../../../../_images/8_copy_app_credentials.png) **Fig. 9.** Copy the app credentials from HubSpot ### Step 9: Create and copy the HubSpot Developer API Key Return to the first browser tab in HubSpot. If you do not already have an active developer API key: 1. Open **Keys**. 2. Open **Developer API Key** and click **Create key**. [![Open the Developer API Key page in HubSpot](../../../../_images/8_open_or_create_developer_api_key.png)](../../../../_images/8_open_or_create_developer_api_key.png) **Fig. 10.** Open or create the HubSpot Developer API Key On the **Developer API Key** page click **Show** and **Copy** in the **Active API Key** block. [![Show and copy the HubSpot Developer API Key](../../../../_images/9_copy_developer_api_key.png)](../../../../_images/9_copy_developer_api_key.png) **Fig. 11.** Show and copy the Developer API Key ### Step 10: Paste the HubSpot app details into phone.systems(TM) Return to the phone.systems(TM) Connect HubSpot page and paste: - **Client ID** - **Client secret** - **Developer API key** Keep the **Synchronize from contacts** and **Synchronize from companies** enabled and click **Connect**. [![Paste the Client ID, Client secret, and Developer API key into phone.systems(TM)](../../../../_images/9_paste_details.png)](../../../../_images/9_paste_details.png) **Fig. 12.** Paste the HubSpot app details into phone.systems(TM) ### Step 11: Authorize the HubSpot connection In the HubSpot pop-up window: 1. Choose an account and click **Choose account**. Important Developer accounts cannot connect with this app. Select a non-developer HubSpot account when authorizing the integration. [![Choose the HubSpot account for the integration](../../../../_images/10_connect_hubspot_form.png)](../../../../_images/10_connect_hubspot_form.png) **Fig. 13.** Choose the HubSpot account 2. After selecting your HubSpot account, you will be asked to review and approve access. If you agree, click **Connect app**. [![Connect the unverified HubSpot app](../../../../_images/12_connect_hubspot_app.png)](../../../../_images/12_connect_hubspot_app.png) **Fig. 14.** Click Connect app in HubSpot 3. Enter `I accept the risk` in the confirmation field and click the active **Connect** button. [![Confirm the unverified HubSpot app connection](../../../../_images/13_confirm_unverified_app.png)](../../../../_images/13_confirm_unverified_app.png) **Fig. 15.** Confirm the unverified app connection After the authorization is complete, the HubSpot integration status in phone.systems(TM) changes from **Waiting authorization** to **Connected**. Note phone.systems(TM) will automatically synchronize data and establish a connection with your main HubSpot account. The app will also be installed in HubSpot CRM. [![Active HubSpot connection in phone.systems(TM)](../../../../_images/16_active_hubspot_connection.png)](../../../../_images/16_active_hubspot_connection.png) **Fig. 16.** Active HubSpot connection in phone.systems(TM) --- ## Associate users for HubSpot After the HubSpot integration is successfully connected, you can associate HubSpot users with their corresponding **phone.systems(TM)** users. User association enables call journaling by ensuring that inbound and outbound calls are logged for the correct users in HubSpot. Calls handled by users who are not associated will not receive call details in HubSpot. 1. Go to phone.systems(TM) **Settings**, then open **CRM Integrations**. 2. Under **Active Integrations** at the top of the page, locate **HubSpot** marked as **Connected**. 3. Click **Associate users**. [![Associate HubSpot users button](../../../../_images/17_associate_users.png)](../../../../_images/17_associate_users.png) **Fig. 17.** Associate HubSpot users button The **Associate HubSpot users** page opens, where you can link **HubSpot users** with corresponding **phone.systems(TM) users**. 4. Match each HubSpot user with the appropriate phone.systems(TM) user. 5. Click **Save** to apply the changes. [![Associate HubSpot users with phone.systems(TM) users](../../../../_images/17_associate_hubspot_users.png)](../../../../_images/17_associate_hubspot_users.png) **Fig. 18.** Associate HubSpot users with phone.systems(TM) users --- ## Synchronizing Contacts and Companies After connecting, you can perform a one-time synchronization to import your existing contacts and companies from HubSpot into your phone.systems(TM) address book. 1. Navigate to **Settings > CRM Integrations**. 2. Locate the active HubSpot integration and click the actions menu icon. 3. Select **Change synchronization options** from the dropdown menu. [![Synchronization options menu for the HubSpot integration](../../../../_images/17_sync_options.png)](../../../../_images/17_sync_options.png) **Fig. 19.** Synchronization options 4. In the **Synchronize contacts from** window, use the toggles to select whether you want to import **Contacts**, **Companies**, or both. 5. Click **Submit** to begin the synchronization. Note This is a one-time import. For ongoing, automatic creation of new contacts from calls, see the **Auto Contact Creation** settings below. [![Synchronization window for contacts and companies](../../../../_images/18_sync_modal.png)](../../../../_images/18_sync_modal.png) **Fig. 20.** Synchronization window --- ## Configuring HubSpot Settings Once the integration is active, you can customize how data is synced between phone.systems(TM) and HubSpot. To access these options, navigate to **Settings > CRM Integrations** and click the settings icon next to your HubSpot connection. [![HubSpot integration settings button](../../../../_images/19.1_hubspot_settings_button.png)](../../../../_images/19.1_hubspot_settings_button.png) **Fig. 21.** HubSpot integration settings button Important The following settings apply **only** to numbers with **Call journaling** enabled. Call journaling must be configured separately for each number on the [Edit phone numbers page](../../../Numbers/phone-numbers.html#ps3-edit-phone-numbers). [![HubSpot integration settings in phone.systems(TM)](../../../../_images/19_hubspot_settings.png)](../../../../_images/19_hubspot_settings.png) **Fig. 22.** HubSpot integration settings ### Auto Contact Creation This feature automatically creates a new contact in HubSpot when a call is received from or made to a number that does not match an existing contact in your CRM. | **Setting** | **Description** | | --- | --- | | **Inbound calls** | When enabled, a new contact will be created in HubSpot for all inbound calls from unknown numbers. | | **Outbound calls** | When enabled, a new contact will be created in HubSpot for all outbound calls to unknown numbers. | | **Contact type** | Select the default HubSpot contact type to be assigned when a new contact is created automatically. | ### Call Tags and Notes Send the [call tags](../../call-tags.html#ps3-settings-call-tags) and the [call note](../../../Call-analytics/call-history.html#ps3-call-history-notes) that agents add to a call to the matching call record in HubSpot. | **Setting** | **Description** | | --- | --- | | **Send call tags to CRM** | When enabled, the call's tags are sent to HubSpot. | | **Send call notes to CRM** | When enabled, the call note written by the agent is sent to HubSpot. | Both settings are disabled by default and work independently. They are not part of AI Call Insights and do not require an AI plan. Tags and notes are sent when the call is logged in HubSpot, and the call record is updated if they change later. Warning The call note is free text written by the agent. It is sent to HubSpot exactly as written and is not covered by call recording PII redaction. [![Call tags and notes settings in the HubSpot integration settings](../../../../_images/hubspot-call-tags-notes-settings.png)](../../../../_images/hubspot-call-tags-notes-settings.png) **Fig. 23.** Call tags and notes settings phone.systems(TM) adds two call properties in HubSpot: - **phone.systems tags**: A multi-select property with the call's tags. You can use it to filter calls, build reports, and create workflows. - **phone.systems note**: A rich-text property with the agent's call note. The note is not added to the call's **Notes** card. Note HubSpot does not show new properties by default. To see tags and notes, add **phone.systems tags** and **phone.systems note** as columns in the HubSpot **Calls** view. Disabling a setting or removing the integration leaves the properties and their values in HubSpot. ### Other Settings Manage which call-related data is automatically uploaded to your HubSpot contacts' activity timelines. | **Setting** | **Description** | | --- | --- | | **Upload call recordings to CRM** | When enabled, a link to the call recording will be automatically added to the call log in HubSpot. Note To utilize this feature, call recording must be enabled for your [contact method](../../../Contact-methods/index.html#ps3-contact-methods). | | **Upload AI call insights results** | When enabled, detailed analytics from our AI engine will be added to the call log. This can include: - **Key topics:** A summary of the main topics discussed. - **Call summary:** A concise, AI-generated summary of the conversation. - **Talk to listen ratio:** A breakdown of how much each party spoke. - **Sentiment analysis:** An analysis of the emotional tone of the call. - **Transcription:** A full, written transcript of the call. Note To utilize the AI features, [AI Call Insights](../../../ai/ai-settings.html#ps3-ai-settings-enable) must be enabled. | After configuring these options, click **Save** to apply your changes. On this page