HubSpot CRM Integration Guide
Yeastar P-Series Cloud Edition supports the integration with HubSpot CRM, which allows your HubSpot CRM users to get all the call details right in their CRM entries while keeping the voice traffic in Yeastar P-Series Cloud Edition. This topic describes the requirements, key features, and terminologies related with the integration.
Requirements
- HubSpot CRM
- The integration with HubSpot CRM is supported on the following editions:
- Free CRM tool
- Starter plan
- Professional plan
- Enterprise plan
- PBX server
Key features
The integration of Yeastar P-Series Cloud Edition and HubSpot CRM provides the following
key features:
- Click to Call
- Users can launch calls by a single click on the detected numbers from
HubSpot CRM via Yeastar Linkus Web Client.Note: This feature requires users to install 'Yeastar Linkus for Google' Chrome extension and set up Linkus Web Client to work with the Chrome extension.
- Call Popup
- Automatically bring up the contact's profile on the web browser when users (with their Linkus Web Client or Linkus Desktop Client logged in) receive an inbound call from a CRM contact.
- Call Journal
- All the call activities get logged automatically to HubSpot CRM when a user ends calls with CRM contacts.
- Contact Synchronization
- Synchronize CRM contacts to an associated PBX phonebook when receiving inbound calls from HubSpot CRM contacts.
- Automatic Contact Creation
- A new contact will automatically be created in CRM for unknown inbound calls or outbound calls.
Terminologies
The following table lists the terminologies of the HubSpot CRM integration.
| Term | Description |
|---|---|
| Developer account | An app developer account is used to create and manage apps,
integrations, and developer test accounts. However, app
developer accounts and their associated test accounts can NOT
sync data or assets to or from another HubSpot account. Tip: You can click here to sign up a
HubSpot developer account. |
| Standard account |
A standard account is the most common type of account. It’s
where you’ll find all the tools, features, and settings
included with your HubSpot plan.
Tip: You can click here to sign
up a HubSpot standard account. |
| Super Admin | The system administrator that can access all the data and manage all the users in HubSpot CRM. |
| User | The corporate staff who can only access specific data based on assigned permissions (roles). |
| PBX extension | The extension number for each staff. The staffs can register the extension on a phone or on Linkus clients, and use the extension to make and receive calls. |
| Contact | The contact is an individual whose information is in your CRM database. |
| Company | The companies with which you have business dealings. Single or multiple contacts can be associated with a company. |