HubSpot and Telebroad
HubSpot is a cloud software suite that helps businesses manage marketing, sales, content, and customer service. At its core, HubSpot is a CRM (Customer Relationship Management) and the integration we offer works with this CRM.
The integration is configured from the Admin Center and works with our TeleConsole desktop/web app. It cross-references phone numbers for inbound or outbound calls with your HubSpot account and lets you open the related contact/client details directly in HubSpot with one click. You can also enter call notes in the TeleConsole and they will be saved in HubSpot.
You can also add contacts to HubSpot directly from the TeleConsole and utilize all the other functions of the TeleConsole to make calls, send texts, and fax clients,
Admin Center Configuration
To configure the integration, sign in to the Admin Center and select App Integrations>Hubspot>Manage.
Each account you have with HubSpot is configured separately and is referred to as an agency. An active and properly configured integration is marked with 
and you can click the icon to disconnect the integration instead of deleting it.
Select any existing agency to edit it or select ADD AGENCY to integrate a new account. You can delete agencies by checking them and clicking 
, but be aware that this cannot be undone.
Agency (Integration) Settings
When you add or edit an agency, you will enter the following fields:
- Name: The name of the HubSpot account.
- Description (optional): A description of the HubSpot account.
- Users: From the drop-down list, check all the phone system users who will be granted access to the integration.
- Log All Calls: Use this toggle to enable or disable logging of TeleConsole calls in HubSpot (see more about call logs below).
Connecting the Integration
After entering the Agency settings, you still need to activate and connect the integration.
To do so, click 
next to the HubSpot account you wish to connect. You will be asked to sign into your HubSpot account (if you have not already done so). Select the account you want to connect and click Choose Account. Another window will open explaining the permissions required to connect the integration. Click Connect app to activate the integration.
The bell con will turn green, indicating the integration has been successfully connected.
If you click the icon to disable the integration you will need to reconnect it again.
The HubSpot Integration and the TeleConsole
Once the HubSpot integration is configured on the Admin Center, it becomes available to users who were granted access to it on their TeleConsole desktop/web app.
To use the integration, a user needs to be signed into their HubSpot account on the default web browser.
The HubSpot integration button (
)will show on the right-side panel (together with other integrations enabled for the user) when making or receiving a call or for existing call logs. Clicking it will display the integration options and details of the contact based on their phone number and HubSpot record.
It will also show the contact's information as it appears in the user's TeleCosole account (next to the 
icon) with an option to Edit Contact. The TeleConsole details may be identical or different from HubSpot, depending on how they were added to each service.
If a phone number cannot be cross-referenced, the integration offers the option to add it to HubSpot (see next).
If a user records a call, a recording URL is automatically generated and sent to HubSpot, where it can be viewed on the Calls page (see below).
Adding New Contacts
Use the Add to Hubspot option to create a new contact for a phone number that is not found in HubSpot. You can provide the First name, Last name, and Email of the contact. Any additional details for the contact need to be added directly in HubSpot.
You can also add the contact to the TeleConsole by selecting Create Contact. With TeleConsole contacts, you can have different phone numbers, label them, and choose if the contact is private (available only to you) or public (available to all phone system users). You can read more about TeleConsole contacts here.
Existing contacts can still be added to HubSpot if you need to create a duplicate, but you should change the contact's name to indicate it as a secondary record for the same person.
Integration Options in the Teleconsole
The following options are available for phone numbers of contacts that are cross-referenced with the HubSpot account:
- The contact's name is a clickable link opens his HubSpot CRM page.
- Click the arrow toggle (
) next to the name of the contact to display the Company, Email, and Owner details for the contact.
This will also let you select a Call Outcome and enter a call Note.
Call Logs, Notes, and Recordings
To see call details in HubSpot, go to CRM(
) >Calls.
Call logs from the TeleConsole, including CALL NOTES and CALL OUTCOME, are created for each call when the Log All Calls option is enabled in the Admin Center. If calls don't get registered in HubSpot, try disconnecting the integration in the Admin Center by clicking its bell icon and reconnecting it.
For calls that were recorded, a clickable URL is automatically saved under the RECORDING URL column. Hover your mouse over a URL to show a bubble with the full URL. Click the bubble or just the URL link itself to open the Call History>Call Details page of the call, where the recording can be accessed under the Recording tab.
Editing Call Columns
If you don't see any of the TeleConsole columns (CALL NOTES, OUTCOMES, or RECORDING URL), click Edit columns and ensure these columns are checked. You can drag the columns up or down to rearrange their appearance order and make them more accessible without scrolling. Click Apply to keep the changes you made.
You should also pay attention to the View tabs, each with its own set of columns and filters. You may want to create a new view to include the three TeleConsole columns.
