HubSpot Integration Setup Guide for CallerDesk

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The CallerDesk – HubSpot Integration enables users to seamlessly sync call data with their HubSpot CRM. With this integration, you can:

  • Automatically log call activities in HubSpot.
  • View call data associated with HubSpot contacts.
  • Streamline lead management and customer interactions.

Installation Guide

Follow these steps to install and connect CallerDesk with HubSpot:

1. Login to CallerDesk

    • Navigate to CallerDesk.
    • Go to API & Integration from the left menu.
    • Locate the HubSpot integration card and click Connect.
    click to api and integration

    2. Authorize HubSpot Access

    • A new window will open asking you to choose your HubSpot account.
    • Select the HubSpot account you want to integrate with CallerDesk.
    • Click Choose Account.
    click to hubspot connect

    3. Grant Permissions

    • Review the permissions requested by CallerDesk.
    • Click Connect App to proceed.

    4. Confirmation

    • Once the connection is successful, a Success popup will appear in CallerDesk.
    • You can now access your call data in HubSpot.

    How to Use the Integration

    1. View Call Logs in HubSpot

    • Navigate to your HubSpot CRM.
    • Open a contact’s profile and check the call activity section.

    2. Track Call Performance

    • Use HubSpot’s reporting features to analyze call trends.
    • Improve customer interactions with insights from call logs.

    3. Automate Workflows

    • Set up HubSpot automation to trigger actions based on call activity.

    Disconnecting HubSpot from CallerDesk

    If you want to disconnect the integration:

    1. Login to CallerDesk
    2. Go to API & Integration > HubSpot Integration
    3. Click Delete next to the configured HubSpot account.
    4. Confirm Disconnection
      • Once disconnected, call logs will no longer sync.

    Uninstalling the Integration from HubSpot

    To remove CallerDesk from HubSpot:

    1. Login to HubSpot
    2. Go to Marketplace> Connected Apps
    3. Find CallerDesk and Click Action
    4. Click to Uninstall
    5. Confirm Uninstallation

    For more details, refer to HubSpot’s Integration Guide.

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