Set up Contact Synchronization from HubSpot CRM

After integrate with HubSpot CRM, you can enable a one-way contact synchronization on PBX to sync the HubSpot CRM contacts to a specific PBX phonebook.


The HubSpot CRM integration is completed.


  1. Log in to PBX web portal, go to Integrations > CRM.
  2. On the CRM integration page, select the checkbox of Synchronize Contacts Automatically.
  3. In the Synchronize Contacts From drop-down list, select the type(s) of contacts to be synchronized from HubSpot CRM.

  4. In the Synchronize to Phonebook drop-down list, select an existing empty phonebook or create a new phonebook to store the contacts that will be synchronized from HubSpot CRM.
    Note: The contacts can only be synchronized to an empty phonebook.

  5. Click Save.


The associated phonebook comes with a label of .

When users receive an inbound call from a HubSpot CRM contact, the matched contact information will be synchronized to the Phonebook in Yeastar P-Series PBX System automatically.
Note: This is a one-way sync to Yeastar P-Series PBX System, therefore the associated phonebook and the synced contacts are read-only.
Troubleshooting: Fail to synchronize certain CRM contacts?
Incomplete information of CRM contacts can lead to synchronization failure. Make sure the following fields are filled in for the contacts, then perform the directory synchronization again:
  • Either the First name or Last name field is filled in.
  • Phone number field is filled in.