TalkChief Platform
Integrations
Hubspot V3 Integration - How to
11min
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 login to your hubspot account login to your hubspot account go to settings on the top right side of your hubspot account page talkchief hubspot integration 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" talkchief hubspot integration after you fill the name field, go to "scopes", this is where you will chose what talkchief app can access and do talkchief hubspot integration you need to add the following scopes oauth oauth crm objects contacts read crm objects contacts read crm objects contacts write crm objects contacts write settings users read settings users read crm schemas contacts read crm schemas contacts read crm objects companies read crm objects companies read crm schemas contacts write crm schemas contacts write crm objects owners read 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 talkchief hubspot integration when done, you should see all scopes as following click on "create app" talkchief hubspot integration you will get the confirmation window, click on "continue creating" talkchief hubspot integration 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 install hubspot v3 integration on your talkchief account install hubspot v3 integration on your talkchief account copy the token, and login to your talkchief account, under "integrations", you will see the hubspot v3 integration talkchief hubspot integration click on hubspot v3 "view integration", paste the hubspot v3 access token under "configure integration" talkchief hubspot 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 ) talkchief hubspot integration have any questions? you can always contact our support team at support\@talkchief io talkchief team