Hubspot and Telebroad
Hubspot is a cloud software suite that helps businesses manage marketing, sales, content, and customer service. In its core Hubspot is a CRM (Customer Relationship Management) and the integration we offer works with this CRM.
The integration is configured from the Admin Center and works with our TeleConsole desktop/web app. It cross-references phone numbers for inbound or outbound calls with your Hubspot account and lets you open the related contact/client details directly in Hubspot with one click. You can also enter call notes in the TeleConsole and they will be saved in Hubspot.
You can also add contacts to Hubspot directly from the TeleConsole and use all the other functions of the TeleConsole to call, text, and fax clients or communicate with phone system colleagues using the Team Chat feature.
Admin Center Configuration
To configure the integration sign in to the Admin Center and select App Integrations>Hubspot>Manage.
Each account you have with Hubspot is configured separately and is referred to as an agency. An active and properly configured integration is marked with 
and you can click this icon to temporarily disable the integration instead of deleting it.
Select any existing agency to edit it or select ADD to integrate a new account.
Agency (Integration) Settings
When you add or edit an agency you will enter the following fields:
Name: The name of the Hubspot account.
Description (optional): A description of the Hubspot account.
Users: From the drop-down list, check all the phone system users who will be granted access to the integration.
Log All Calls: Use this toggle to enable or disable logging of TeleConsole calls in Hubspot (see more about call logs below).
Connecting the Integration
After entering the Agency settings you still need to activate and connect the integration.
To do so, click 
next to the Hubspot account you wish to connect. You will be asked to sign into your Hubspot account (if you have not already done so). Select the account you want to connect and click Choose Account. Another window will open explaining the permissions required to connect the integration. Click Connect app to connect and activate the integration.
The ibell con will turn green indicating the integration has been successfully connected.
If you click the icon to disable the integration you will need to reconnect it again.
The Hubspot Integration and the TeleConsole
Once the Salesforce integration is configured on the Admin Center, it becomes available to users who were granted access to it on their TeleConsole desktop/web app.
To use the integration a user needs to sign into his Salesforce account on the default web browser.
The Hubspot integration button will show in a panel on the right side (together with other integrations enabled for the user) when making or receiving a call or for existing call logs. Clicking it will display the integration options and details of the contact based on his phone number and Hubspot record.
It will also show the contact's information as it appears in the user's TeleCosole account (next to the 
icon) with an option to Edit Contact. The TeleConsole details may be identical or different from Hubspot, depending on how they were entered in each service.
If a phone number cannot be cross-referenced, the integration offers the option to add it to Salesforce (see next).
Adding New Contacts
Use the Add to Hubspot option to create a new contact for a phone number that is not found in Hubspot. You can provide the First name, Last name, and Email of the contact. Any additional details for the contact need to be added directly in Hubspot.
You can also add the contact to the TeleConsole by selecting Create Contact. With TeleConsole contacts you can have different phone numbers, label them, and choose if the contact is private (available only to you) or public (available to all phone system users). You can read more about TeleConsole contacts here.
Existing contacts can be readded to Hubspot if you need to create a duplicate, but you should to change the name of the contact to indicatee it as a secondary record for the same contact.
Integration Options in the Teleconsole
The following options are available for phone numbers of contacts that are cross-referenced with the Hubspot account:
- The name of the contact is a clickable link that will open his CRM page in Hubspot.
- Click the arrow toggle (
) next to the name of the contact to display the Company, Email, and Owner details for the contact.
This will also let you select a Call Outcome and enter a call Note.
Call Logs and Notes
Call logs from the TeleConsole, including CALL NOTES and CALL OUTCOME, are created for each call when the Log All Calls option is enabled in the Admin Center.
To see the call logs go to Contact>Calls menu in Hubsot.
If you don't see call notes or outcomes click Edit columns and make sure the relevant columns are checked. Drag the columns up or down to rearrange their appearance order and make them more visible without scrolling the screen. Click Apply to keep the changes you made.
