Hubspot V3 Integration - How to
Now you can have all your call activities within your Hubspot V3 CRM, including call records and details.
In order to enable this feature, you need to do the following:
Generate Access Token from Hubspot
- Go to Settings on the top right side of your Hubspot account page:
- On the left side menu, under Account Setup -> Integrations -> Private Apps
- Click on "Create Private App"
- You will get the new Private App page, fill the name filed, and then go to "Scopes"
- After you fill the Name field, go to "Scopes", this is where you will chose what TalkChief App can access and do.
- You need to add the following scopes:
oauth
crm.objects.contacts.read
crm.objects.contacts.write
settings.users.read
crm.schemas.contacts.read
crm.objects.companies.read
crm.schemas.contacts.write
crm.objects.owners.read
You will need to add them one by one, and chose the right permission, for example, for "crm.objects.contacts.read" scope:
- When done, you should see all scopes as following:
- Click on "Create App"
- You will get the confirmation window, click on "Continue Creating"
- You will get a window showing you your generated Access Token
Please note that in order to copy the token, you need click on "Show token" first, copying will be enabled.
- Copy the token, and login to your TalkChief Account, under "Integrations", you will see the Hubspot V3 Integration:
- Click on Hubspot V3 "View Integration", paste the Hubspot V3 Access Token under "Configure Integration"
Please note that you can enable Hubspot V3 as your default CRM for inbound calls, you can also enable creating new leads in case the lead doesnt exist in your CRM.
- Click "Install", and you are ready to go :)
Have any questions? You can always contact our Support Team at [email protected].
TalkChief Team
