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.

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:

Enable HubSpot Integration: In the Admin portal's Integrations page, toggle the HubSpot card. This will redirect you to the HubSpot portal.
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"
Return to Admin Portal: Once connected, you'll be redirected back to the Admin portal.
Integration Successful: The HubSpot integration is now enabled.
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.
Edit Agent Mapping: Each agent will have an "Edit" button next to their name. Click on it to modify the agent’s mapping.
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.
Return to Integrations Screen: Click "Disconnect" to return to the Integrations screen.
Disable Integration: To revoke the HubSpot integration, simply toggle the HubSpot card again.

Watch the video for a visual walkthrough of this feature: