HubSpot integration
This is how you connect HubSpot CRM with the sipgate app for contact and call activity synchronization.
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 phone call are automatically saved in HubSpot. And best of all: sipgate also updates your call activities on your contacts in HubSpot. This means you are always up to date and know when you called which of your contacts and what you noted about your conversation.
How do I set up the HubSpot integration in the sipgate app?
Select integration
In the sipgate app, click the gear icon on the left and select “Integrations.” Then select HubSpot there.
Log in to HubSpot
Log in to your HubSpot instance.
Confirm connection
Then agree to the exchange between the apps. You have now successfully connected HubSpot and the sipgate app.
What permissions does a HubSpot user need?
To fully use the sipgate and HubSpot integration, make sure the following permissions are granted to 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 from there. You will find the Click2Dial button next to the phone number.
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
Immediately after the call
Later via the call list
Important: Note that only open deals are suggested if you want to attach the notes to the deals.
During the call
During a call with the sipgate desktop app, the button Call logging can be clicked. A text field then opens in which notes can be created directly. These are saved directly in HubSpot.
After the call
As soon as 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 closes 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 an appropriate 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 set it so that calls and companies can be logged. In practice, a note cannot be logged to a contact and the associated company at the same time, 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 company's main phone number, e.g.: 0211-123456, to the company - assign the phone number with extension 0211-123456-7 to individual contacts of the company - in HubSpot ➔ Companies, assign the contacts to the company - the sipgate app now logs all calls
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