Hubspot

hubspot exotel cti enables seamless handling of hubspot customer calls on your hubspot dashboard, you can make outbound calls, take call notes, and view complete call details, including recordings customers can now benefit from increased team productivity and a better overall experience integration features click to call directly call customers from hubspot work on a single interface to increase agent productivity by eliminating context switching call pop up all calls are handled in a call pop up that contains all call related information as well as on call actions such as adding call notes call details call recordings, call duration, and on call notes are automatically added to newly created call engagements more information about the call can be added later user mapping map exotel users to hubspot users and define their vns and contact numbers in one place ticket history access the history of engagements/tasks/leads associated with the contact on the call to provide a personalised experience pricing ➜ for indian customers, the recurring fee is rs 499 per month ➜ monthly recurring fee for international customers $10 note ➜ accounts will be charged on a pro rata basis configuration follow the prerequisites and steps below to configure the integration at both the exotel and hubspot ends prerequisites to successfully integrate your hubspot account, you must complete the following tasks sign up for an exotel account verify your account through phone or email get your account kyc verified purchase exophone to be used by hubspot users/agents for outbound calls setting up of exotel integration find the hubspot cti in app bazaar and click on “know more” click on login and login to your hubspot account on redirection choose the hubspot account you want to integrate with exotel and the exotel api name on the “installed apps” page, click on “buy” to purchase the app and access the user mapping page to get users from your hubspot account, go to "user mapping" and then "sync " fill in the blanks for the user mapping and click done step 1 find the hubspot cti in the app bazaar and click on “know more " to find hubspot cti in the exotel app bazaar in my exotel com, go to the ‘app bazaar’ section hubspot cti will be found on the top row click on “know more” step 2 click on login and login to your hubspot account on redirection click on “login”, and you will be redirected to hubspot's login page hubspot's log in to your hubspot account which you want to integrate if you have multiple hubspot accounts, select the one you want to integrate step 3 choose the hubspot account you want to integrate with exotel and the exotel api name after logging in to hubspot, you will be redirected to choose the hubspot account with which you want to integrate into the case you have multiple accounts select the account and click on “choose account” fill the recaptcha and authorize exotel select the api name from the dropdown that you want to use to make calls in the integration and click install step 4 on the “installed apps” page, click on “buy” to purchase the app and access the user mapping page once the app is installed you will be redirected to the “installed apps” page click on the “buy” button to purchase the app and access the user mapping page without which you won’t be able to make calls in hubspot once you purchase the app, the user mapping page link will be enabled in the same row step 5 click on “user mapping” and click on the “sync” button to fetch users from your hubspot account click on “user mapping” for the hubspot app click on the “sync” button to fetch all your users/agents from hubspot fill in the details like exotel user, choose caller id(dropdown) and the mobile number of the agents where they will receive calls click on “done” known limitations on call events for both incoming call and outbound call pop ups, the call events (like callanswered, ringing, etc ) will not be triggered hence, once the call is over, the outcome can be selected in the call engagement incoming call intimation hubspot doesn’t support incoming calls and hence we do not provide any intimations for incoming calls in the iframe hubspot plan customers need to have a sales/service hub starter plan or above on hubspot to be able to use third party calling apps more details cluster/region hubspot cti app is only available for customers who have their accounts in the singapore cluster international customers international customers do not have access to the app store in their exotel dashboard, hence please impersonate their account and install the integration on their behalf hubspot app ui screens revoking exotel hubspot integration to revoke hubspot exotel integration, please go to the “app bazaar” → “installed apps” page click on “uninstall” for the hubspot app listing