You can get HubSpot information directly on incoming calls in both our Infinity Desktop client and in Microsoft Teams with our Infinity Teams App. You can also load the customer in Hubspot to access history.
In Microsoft Teams with Infinity Teams App
You will get contact information from HubSpot directly in your Infinity Teams App in Microsoft Teams and it will open contact cards in HubSpot system without you having to search for the number yourself. You get contact information and be able to open information from the CRM button in your Infinity Teams App.
Configuring Infinity Teams
Choose HubSpot in Infinity Teams App settings and click Save.
You will be taken to HubSpot where you must sign in with your HubSpot credentials.
When prompted with Connecting InfraCom Teams Connector to HubSpot you will have to click the checkbox and you will be done.
In the Infinity Desktop
When you recieve or make calls from/to a number associated to a CRM Contact in your Hubspot, it will show in the Infinity Desktop client.
To open the Contact in Hubspot, press the "Hubspot" text.
Configuring Infinity Desktop
Integrations are found in the left menu, and press the toggle button to activate Hubspot Integration.
Your browser will now open showing a message telling you to Connect. Just simply select the account you wish to connect to the Hubspot Integration, followed by "Choose Account".
Now you're connected to Hubspot and can start working even more effective.
Setting up how the integration should work
You can make the Communicator open the Hubspot contact automatically when answering a call, or making an outbound call etc. You reach the settings by pressing Hubspot in the integration menu.
Triggers - choose on which events the integration should automatically launch Hubspot
Accounts - choose for which of your accounts/devices you want the triggers to be active
