HubSpot integration

Free HubSpot integration with Zadarma PBX works without additional modules or mediators, providing top connection quality and security.

Zadarma-HubSpot integration is absolutely free.

Integration features:

• Calls to HubSpot clients in one click.
• Pop-up call notifications, ticket creation.
• Call statistics and recordings integration. Access to call recordings from HubSpot interface.
• Calls from clients are automatically routed to the designated manager.
• Client's name display on your IP-phone during the incoming call.
• Video conference creation within HubSpot tickets.

Zadarma advantages:

• Completely free PBX, 5 minutes setup
• Phone system price plans for calls at attractive rates to all destinations
• Multichannel numbers in 100 countries (local, mobile, toll-free)
• Additional features: number porting call tracking, website widgets, video conferencing
• Maximum quality and security (over 16 years of work, data centers in 5 countries, 24/7 support)

Connect PBX for free

Set up instructions

1.The following conditions have to be met for Zadarma PBX and HubSpot integration:

You need to have a created and set Zadarma virtual PBX. Follow the setup wizard until the end, it will not take over 2 minutes. PBX extension numbers need to have prefigured software (we recommend Zadarma for Windows, iOS, Android) or other equipment. You can also enable call forwarding to another number (paid feature).

2. In Zadarma personal account go to "Settings - Integrations and API", choose HubSpot and click Enable, then click Activate registration, Hubspot page will open up where you need to Grand Access.

On the HubSpot page, choose your account, then grant access to your HubSpot account. Check the box, if you agree, and click "Connect app". If everything is done correctly, you will see the message "successful HubSpot integration" in your account.

Next, in the Zadarma personal account, in the settings of integration with HubSpot, you will see a list of the PBX extensions. Assign an extension to the HubSpot user. Opposite the extension, you will find its integration key (token), which will be used in the widget settings for calls in HubSpot. You can send the key to the HubSpot user by clicking the corresponding button, a ticket will be sent to HubSpot to the user with their call key.

3. Outbound calls from HubSpot can be made in 2 ways.

To make a call, open the contact, click on the Call button (Make sure to select Call from: Zadarma call widget)

During the first call, you need to enter the user's integration key (token) in the pop-up window and click Log in. The integration key is located in the Zadarma personal account in the Settings - Integrations and API - HubSpot section

Also, during the first call, you need to allow access to audio devices in the pop-up notification of your browser.

With the Zadarma call widget, you can make and receive calls. In the widget settings, there is an option to switch it to Only callback mode if you are using a third-party IP phone or softphone. In this mode, outbound calls will be implemented as callbacks, first the call will come to the agent's extension, then to the client's number you need to call.

Please note: This method of making calls is only available when SalesHub or ServiceHub is connected. All other integration features are available to all users regardless of this.

The second way to make calls from HubSpot is through the Zadarma Chrome extension. This method is available to all HubSpot users.

HubSpot integration set up is complete.

During incoming and outgoing calls in HubSpot, a ticket will be created which will have call recording attached at the end of the call.

If there are several calls from one client within 2 hours, they will all be saved in one ticket.

The following options are available in the integration settings

• Directing incoming calls to the responsible employee
• Displaying the client's name on the IP phone (for Only callback mode)
• Speech recognition - transferring call text to HubSpot
• Forwarding incoming SMS to HubSpot
• Do not create a ticket after an incoming call
• Do not create a ticket after an outgoing call
• Do not create a contact after an incoming call
• Do not create a contact after an outgoing call

Video conferencing in HubSpot

You can create Zadarma video conference from HubSpot ticket or client card. Just click "Meeting" in the "What are you meeting about?" field enter the meeting name, choose a date and time then click the conference button and choose Zadarma, a link to the video conference will appear in the meeting description, click Save. An invitation will be sent to the contact, just don't forget to connect a Calendar.

Video conferences hosts and limits