HubSpot CRM Integration Guide

HubSpot CRM is a cloud-based Customer Relationship Management (CRM) system, which is featured with all the elements that are required to run your business on an automation platform. The integration of Yeastar P-Series Software Edition with HubSpot CRM can bring great advantages of the company, which will help boost sales and improve business relationships. This topic gives an overview of the integration and describes terminologies of HubSpot CRM to help you better understand the integration.

Requirements

HubSpot CRM edition
The integration with HubSpot CRM is supported on the following editions:
  • Free CRM tool
  • Starter plan
  • Professional plan
  • Enterprise plan
PBX server
Firmware: 83.7.0.16 or later

Key features

The HubSpot CRM integration provides the following key features:
Click to Call
Coordinated with the 'Yeastar Linkus for Google' Chrome extension, users can launch calls by a single click on the phone numbers from HubSpot CRM via Yeastar Linkus Web Client or Desktop Client.
Call Popup
Automatically bring up the contact's profile on the web browser when users receive an inbound call (with their Linkus Web Client logged in) from a CRM contact. This allows users to quickly access the previous interactions and customer demographics of the caller and get more prepared to answer the call.
Call Journal
All the call activities get logged automatically to HubSpot CRM when a user ends calls with CRM contacts, which helps users track conversation easier than ever.
Contact Synchronization
Synchronize CRM contacts to an associated PBX phonebook when receiving inbound calls from HubSpot CRM contacts. After that, the caller name is automatically shown on the Linkus clients or IP phone when receiving the call.
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.
Table 1.
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.