HUBSPOT INTEGRATION

Intulse’s HubSpot integration seamlessly connects your phone system with your HubSpot account. Once enabled, any screen in the Intulse App that would normally display a simple phone number will automatically search the caller ID within HubSpot and return any matching contact records.

HubSpot Integration Key Features

When you receive an incoming call, your phone system will display the caller’s name as it appears in your HubSpot records instead of just the phone number. Click on the caller’s name to instantly open their record in HubSpot. You can easily add your own notes to the call log, which automatically includes key details such as:

• The user and extension on your system that handled the call
• Date and start time of the call
• Call duration
• Whether the call was inbound or outbound
• The external phone number

If the call was recorded, a copy of the recording is attached to the call log.

The contact record popup includes photo, job title, and lifecycle pulled directly from their Hubspot records.

If a phone number cannot be matched to an existing HubSpot record, you can create a new contact directly from the Intulse App.

Text messages can also be logged for HubSpot contacts. If enabled, a nightly log of text messages will be created.

You can send text messages and start calls to HubSpot contacts directly from the Intulse App by searching for a contact name on the Phone screen.

With the Intulse Companion App installed in your browser, you will be able to start calls and text message conversations directly inside HubSpot by simply clicking on a phone number.

To experience the integration between Intulse and HubSpot, you will need to use the Intulse App.

CONNECTING HUBSPOT TO INTULSE

This guide assumes that you have already installed and logged into the Intulse App on your favorite device. If you need help installing and navigating the App, click here for a complete walkthrough.

System Administrators

1. Create a Private App in HubSpot. (You can read more about Private Apps on the HubSpot developer website.)
   • In your HubSpot account, click the settings icon in the main navigation bar.
   • In the left sidebar menu, navigate to Integrations > Private Apps.
   • Click Create private app.
   • On the Basic Info tab, configure the details of your app:
     • Enter your app's name, we recommend "Intulse".
   • Click the Scopes tab.
   • Select the checkbox for each of the following scopes: (You can also search for a specific scope using the "Find a Scope" search bar.)
     • crm.objects.contacts.read
     • crm.objects.contacts.write
     • crm.objects.companies.write
     • crm.objects.companies.read
   • After you're done configuring your app, click Create app in the top right.
   • Make note of your Access Token, you're going to need to enter that in the Intulse App in the upcoming steps.
2. In the Intulse App, click the More icon on the menu.
3. ClickIntegrations, then select HubSpot from the list.
4. Enter your Private App Access Token from the Private App you created in HubSpot.
5. Optionally, you can Enable automatic call logging. This will cause every incoming and outgoing call that can be matched against a contact to be logged right after the call ends.
6. Text message logging is turned off by default. Checking this box will create a log of all text message conversations that took place that day. If selected, each night a log will be created for all text message conversations that took place that day. Each conversation will be logged as one complete file, showing each message sent or received within that conversation.
7. Use the drop-down list to select users who should be excluded from automatic call logging.
8. Click the Save button to save your changes.

For more information about HubSpot, check out their website!