HubSpot CRM Integration Guide

Yeastar P-Series Software 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 Software 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
Firmware: 83.7.0.16 or later

Key features

The integration of Yeastar P-Series Software 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 Bitrix24 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 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.
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.