Hubspot integration

How to connect HubSpot CRM with the sipgate App for synchronization of contacts and call activities.

HubSpot is a CRM platform that provides software, integrations, and resources to seamlessly connect marketing, sales, customer service, and content management teams.

With sipgate, you can make calls directly in HubSpot and use your contacts in the sipgate app. This way, you always see who is calling and do not have to switch between different tools. When you connect HubSpot with sipgate, all changes or new contacts that you add in the sipgate app during or after the call are automatically saved in HubSpot. And best of all: sipgate also updates your call activities on your contacts in HubSpot. This way, you are always up to date and know when you spoke with which of your contacts and what notes you made about your conversation.

How do I set up the integration of HubSpot in the sipgate app?

1

Select integration

Click the gear icon on the left in the sipgate app and select "Integrations". Then select HubSpot.

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2

Log in to HubSpot

Log in to your HubSpot instance.

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3

Confirm connection

Then agree to the exchange between the apps. This means you have successfully connected HubSpot and the sipgate app.

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Important: Depending on the number of contacts to be integrated, it may take a few minutes before they are displayed completely.

What permissions does a HubSpot user need?

To be able to use the sipgate and HubSpot integration to its full extent, make sure that the following permissions are granted for users:

• Contacts: read / write optionally delete

• Companies: read / write

• Deals: read / write

• Tasks: read / write

How does Click2Dial work with HubSpot?

Open HubSpot and select Contacts ➔ open a contact . You will find the Click2Dial button next to the phone number.

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Important: Please note that the sipgate app should be set as the default app for calls in order to use Click2Dial. Instructions on how to make this setting on Mac and Windows can be found in this article.

How do I log call notes in HubSpot?

Important: Call logging only works with the premium version of the sipgate app

Call notes can be logged in HubSpot in three different ways:

• During the call

• Directly after the call

• Later via the call list

Important: Please note that only open deals are suggested when you want to attach the notes to deals.

During the call

During a call with the sipgate desktop app, the button Call log can be clicked. This opens a text field in which notes can be created directly. These are saved directly in HubSpot.

After the call

Once the call has ended, a text field opens in which the call notes can be saved.

Important: If you do not click directly into the text field, it will close automatically after 5 seconds.

Via the call list

Once the call has ended, open the sipgate app call list, select the desired entry, and you can now write a corresponding note.

In all three cases mentioned, your notes can be found in the sipgate app and in HubSpot.

Call logging for contacts and companies

To enable call logging, under sipgate app ➔ settings ➔ Integrations it must be set so that calls and companies can be logged. In practice, a note cannot be logged simultaneously to a contact and the associated company, or to two contacts with the same phone number at the same time. A phone number should therefore always be assigned to only one company or contact, not to a company + contact or two contacts.

Workaround: - assign the main phone number to the company, e.g.: 0211-123456 - assign the phone number with extension 0211-123456-7 to individual contacts within the company - in HubSpot ➔ Companies, assign the contacts to the company - the sipgate app now logs all calls