HUBSPOT INTEGRATION

Intulse's HubSpot integration merges your phone system with your HubSpot account. With the integration enabled, any screen in the Intulse App that would normally display a simple phone number will instead automatically search the caller ID within HubSpot and return any contact records that match.

When you receive an incoming call, instead of displaying the caller ID, your phone system will display the name of the caller as it appears in your HubSpot records. You can click on the caller’s name to open their records within HubSpot. You can quickly add your own commentary to the call log, which will automatically contain basic information about the call, such as the user and extension on your system with whom the call was connected, the date and start time of the call, the duration of the call, whether the call was inbound or outbound, and the external phone number. A copy of the call recording is also attached to the call log if it was recorded.

Text messages can also be logged for your HubSpot contacts. If enabled, a text message log will be created every night.

You will be able to send text messages and start calls to HubSpot contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.

If any phone number is not able to be matched to a record in HubSpot, you can create a new contact directly from the Intulse App.

Furthermore, if you have 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 THE INTULSE APP

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. Click HubSpot from the More menu.
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!