Integration with Hubspot

This support article provides a detailed guide on how to integrate CloudAgent with HubSpot seamlessly.

Technical Prerequisites

  • HubSpot Account
    • Must have a HubSpot account (Sales Hub Professional or Enterprise) with permissions to install and manage browser extensions or private apps.
  • Browser Compatibility
    • Google Chrome

Core Features & Behaviors

Feature

Description

Click to Call

Calls are initiated via a Chrome extension—agents simply click the phone icon on a HubSpot contact or company record to dial directly from within HubSpot.

Screen Pop

When a call connects, CloudAgent invokes the campaign-configured Screen Pop URL:

• The system searches HubSpot by the caller’s number.

• If a matching record is found, HubSpot opens that contact or company in a new browser tab or pane.

Activity Creation

After the call journey completes, CloudAgent posts call details to the campaign’s callback URL at the account level:

• HubSpot creates a new activity (or updates an existing one) on that record.

• The activity is automatically linked to the record surfaced during the Screen Pop.

Integrating Steps:

To get started, follow these instructions:

  1. Enable HubSpot Integration: In the Admin portal's Integrations page, toggle the HubSpot card. This will redirect you to the HubSpot portal.

  2. Sign In or Create Account: Log in to your HubSpot account or create a new one.

    1. Select your account


    2. Click on "Connect App"


  3. Return to Admin Portal: Once connected, you'll be redirected back to the Admin portal.

  4. Integration Successful: The HubSpot integration is now enabled.

  5. Map Agents: After enabling, click on the HubSpot card to access the agent mapping screen. Here, you can map your agent to the HubSpot app.

  6. Edit Agent Mapping: Each agent will have an "Edit" button next to their name. Click on it to modify the agent’s mapping.


  7. Single Agent per HubSpot App: Only one agent can be mapped to a HubSpot app at a time. To reassign the app to another agent, deselect the currently mapped agent and assign a new one.


  8. Return to Integrations Screen: Click "Disconnect" to return to the Integrations screen.

  9. Disable Integration: To revoke the HubSpot integration, simply toggle the HubSpot card again.

Watch the video for a visual walkthrough of this feature: