Use HubSpot CRM Integration

The integration with HubSpot CRM supports various features for your business dealings, bringing great convenience and efficiency. This topic shows the usage of the key features.

Click to Call

Install 'Yeastar Linkus for Google' Chrome extension and set up Linkus Web Client to work with the Chrome extension.
Users can click on detected phone numbers on the HubSpot CRM web page, a call is then sent out directly via the associated PBX extension.

Call Popup

Keep at least one of the following clients logged in:
  • Linkus Desktop Client
  • Linkus Web Client
    Note: If users close web browser or Linkus Web Client tab, they can NOT receive calls. To avoid this, users can install Chrome extension 'Yeastar Linkus for Google', which allows for the call pop-up browser tab even when web browser is closed.
When the HubSpot CRM user receives an inbound call from a contact, a new browser tab will be launched to show the CRM contact's information.
Note: The pop-up web page might be blocked by the browser. In this case, users need to click on the blocked icon at the search bar, allow the pop-up window and website redirection, then click Done.

Call Journal

After the HubSpot CRM integration, all outbound calls, incoming calls, and missed call records will be logged to CRM automatically, which helps users to keep track of every conversation.

Users can log in to the HubSpot CRM, go to the Activity tab in a contact detail page to view the call logs.

Contact Synchronization

Inbound calls from HubSpot contacts trigger a CRM contact lookup. It there exists the same number in HubSpot CRM, the matched contact will be synchronized to an associated PBX phonebook, and the synchronized contacts are read-only.

For more information, see Set up Contact Synchronization from HubSpot CRM.

Automatic Contact Creation

A new contact will be created automatically in CRM when the HubSpot user receives a call from an unknown number, or when the user makes a call to an unknown number.

For more information, see Set up Automatic Contact Creation for HubSpot CRM.