Integrate Yeastar P-Series Software Edition with HubSpot CRM

Prerequisites

Log in to PBX web portal, go to Integrations > CRM.
Click HubSpot.
In the Authorization section, enter the application authorization information.
- Client ID: Paste the Client ID obtained from the created HubSpot application.
- Client Secret: Paste the Client Secret obtained from the created HubSpot application.
Click Save.
A new browser page is launched to prompt you to choose an account for integration.
Select a standard HubSpot account with Super Admin privilege, and click Choose Account.
Important: Do NOT select a developer account, otherwise the integration would fail.

The page will then show the permission grant request of the application.
Review the permissions, select the checkbox of the disclaimer, and click Connect app to proceed with the authorization.
You are redirected to the PBX management portal, a pop-up window displays the authentication result.
Click OK to confirm.
The Status field displays Connected, indicating that the HubSpot CRM integration is successfully set up.

On the CRM integration page, click beside the HubSpot User to synchronize the latest list of HubSpot CRM users.
Associate the HubSpot users with PBX extensions.
Associate automatically
If users bind the same email address to their HubSpot accounts and PBX extensions, you can implement automatic association of their HubSpot accounts and PBX extensions as follows:
1. Click the Associate Automatically button.
2. In the pop-up window, click OK.
Associate manually
If a user binds different email addresses to his or her HubSpot account and PBX extension, you need to manually associate the user's HubSpot account and PBX extension.
1. In the Extension drop-down list beside a desired HubSpot user, click .
2. In the pop-up window, select the desired user's extension(s).
3. Click Confirm.
Click Save.