Pre-Requisites

• Customers must have a HubSpot account to log in and configure the integration.

Installation of Cloud Agent App

1. Login to HubSpot as an Admin.
2. Click on the Settings option as shown below.

3. Click on the Integrations drop-down.

   

4. Click on Private Apps under the Integrations drop-down menu as shown below.

5. Click on the Create a private app button.

6. Give any desired name (ex: Cloud Agent) and description (ex: Ccaas Solution) for the Private app as shown below.

7. Click on the Scopes tab as shown below.

8. Click on the CRM drop-down menu as shown below.

9. Provide Read and Write access to the CRM objects.

10. After granting access, choose the Standard option from the menu.

11. Check the Checkbox against the oauth option.

    

12. Click on the Create App button to create the Private App.

13. On the Continue Creating button.

14. Navigate to the settings menu and access Private Apps. Choose the newly created Cloud Agent. Within this page, select the "Show token" option and copy the access token.

15. Add the Access token into both the Screen pop-up URL and the Callback URL against hapikey
    parameter.

Screen pop-up URL

https://ccaas.ozonetel.com/CAServices/hubspotScreenpop.php?hapikey= add access token&hubId=8063832&phoneNumber=

Callback URL

https://ccaas.ozonetel.com/CAServices/hubspotLogActivity_allegiant.php?ha
pikey=add access token&hubId=8063832