If you are looking to activate your HubSpot integration with CallHippo, here are the steps you need to follow.


Note: To integrate callhippo with hubspot you have to be a owner/admin user in callhippo and have super admin access in hubspot.


Steps to Integrate HubSpot:


If you wish to get CallHippo Call status in the outcome of Call activity, Please follow the below steps to configure your HubSpot account.


Step 1. Go to settings > Tools > Calling > Call Configuration > Track call outcomes Edit options



Step 2.  It will open a sidebar popup as given in the image below. Here you need to create all the CallHippo status in outcomes. Just add all the CallHippo status exactly( given below), one by one by clicking the Add outcome button and then save it.



Here is the list of Call statuses. If you would like to skip this step Call status will be mapped to respected Outcome automatically as given in the below table.


CallHippo Status HubSpot Status
No answer No answer
Cancelled No answer
Missed No answer
Unavailable No answer
Completed Connected
Rejected Busy
Voicemail Left voicemail
Welcome message Left live message
IVR message Left live message


Step 1. Login to your CallHippo account. 


Step 2. Go to the left side panel and click on Integrations.


Step 3. From the Integrations module find or search for HubSpot and click the Connect button under it.



Step 4. You’ll see a pop-up window on the screen with Connect Now button.


Step 5. Once you click on Connect Now, you will be redirected to the HubSpot login screen, If you are already logged in HubSpot you will be redirected to the Choose Account screen.

 

Step 6. In the HubSpot Accounts screen click on your HubSpot CRM account. If you see multiple accounts in the list, please select the account you want to integrate with CallHippo. 



Step 7. Once you click it, you’ll be directed to the permissions page. Click on the Connect app button to provide required access for integration.


Once you Grant the access you will be redirected back to the CallHippo. 


Hurray!!! You have now successfully integrated HubSpot with CallHippo. Integration status  will show “Integrated”.


Integration Settings  


Now your CallHippo account is successfully integrated with HubSpot and you will be redirected to the CallHippo with Integration Settings popup, where you can configure various settings related to HubSpot and CallHippo.




Configuration: You can configure the settings described below from the Configuration tab.

  • Call Activities performed with a HubSpot Contact Reflected in your HubSpot - If you have enabled this toggle, All the call activities that are performed on a HubSpot contact through CallHippo will reflect in HubSpot contact’s activity and You can select or deselect the checkbox next to the activity statuses in the integration settings to choose which activities you want to sync with HubSpot.


  • After Call Work activity reflects in the Hubspot - If you have a plan with CallHippo's Call tags and disposition service and the same has been enabled, than the activity being pushed in hubspot contains the tags and disposition data being added after the Call in the ACW screen. 

    Note: This sync only when the same has been performed on the After Call Work screen, In case if tags and disposition have been added later on using the Call logs or other feed than the same wont sync in the hubspot. 

  • Sms Activities performed with a HubSpot Contact reflected in your HubSpot Account - If you have enabled this toggle,  All the SMS activity will log in to the HubSpot contact’s Activity section 


  • Sync contacts from CallHippo to HubSpot - Contact you add/update in CallHippo will be also added/updated in HubSpot if this toggle is enabled.


  • Log calls and texts against deals associated with Company - If you have enabled this, calls and texts will be logged against deals associated with the company.


  • Create contact in HubSpot for unsaved calling contacts - Incoming/Outgoing calls made to unsaved contacts will create a new contact in HubSpot with the name “CallHippo Contact” and a call log will be sent to that contact.


Connected Numbers: You can select or deselect the numbers you want to connect with the Hubspot. Call and SMS activities will be logged in HubSpot for the selected numbers.




Advance Settings: You can select or deselect the additional fields you want to sync along with Call activity in Hubspot.



Features provided with HubSpot integration:

  1. Contacts will be synced from HubSpot to CallHippo only if Click to Call takes place. 

  2. Whenever you update or add a new contact or company it will automatically sync to CallHippo

  3. Whenever you update or add a new contact in CallHippo it will automatically sync to HubSpot.

  4. When you create any new deal with the associated contact It will be synced with CallHippo.

  5. Whenever a call is made to HubSpot contact with CH dialer then Call log activity will be synced to your HubSpot contact detail page. If there is a new deal created for that contact, Call activity will be shown on the deal detail page as well. If a call is connected to a number that is not associated with any CRM contact, its activity will be recorded in the Calls module.

  6. Whenever an SMS is sent to HubSpot contact with CH dialer then the SMS log will be synced to your HubSpot contact detail page.

  7. You can make calls using the CallHippo Click to Call extension within the HubSpot CRM. 
    Install CallHippo Click to Call extension from this Link


HubSpot Telephony Configuration:

Here are the simple steps to follow:

  1. Go to your HubSpot contact/company/deal/lead detail page and click on the Call icon.


  1. Click on Change provider as shown below:



  1. Select CallHippo as your calling provider.




      4. You have Successfully configured the telephony. You can now make and receive the calls from the HubSpot itself. Sign in with your CallHippo credentials to begin calling.

       5.To place a call to the contact, Click on the Call icon → Call (Phone number) as shown below



        6.  It will automatically initiate outgoing Call to that contact as shown below:


Limitations
 
 1. To receive incoming calls in HubSpot, the user must click the Phone icon(Highlighted in below image) once after switching between modules. For example, if a user navigates from the Contacts module to the Deals module, user must click once on the Phone icon to receive all the incoming calls in HubSpot itself.