HubSpot
  • 31 May 2022
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    Ljus
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HubSpot

  • Mörk
    Ljus
  • Pdf

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You can get HubSpot information directly on incoming calls in both in Microsoft Teams with our CallApp. You can also load the customer in Salesforce to access history and logg calls and voicemails.

In Microsoft Teams with CallApp

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You will get contact information from HubSpot directly in your CallApp 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 CallApp. Calls will be loged on customer and if there is a voicemail associated with the call you will find it in your HubSpot call log aswell.
To Be able to listen to voicemails your Infinity User must have access to voicemail and be signed in to the portal.
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### Configuring CallApp

Choose HubSpot in CallApp settings and click Save.
You will be taken to HubSpot where you have to signe in with your HubSpot credentials.
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When prompted with Connecting InfraCom Teams Connector to HubSpot you will have to click the checkbox and you will be done.
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