HubSpot

Hubspot integration with Smartflo can bring several benefits to your business, enhancing your sales and customer support processes, it offers many advantages such as seamless call management, click-to-call functionality, etc.

Follow the below-mentioned steps to successfully integrate your Hubspot CRM with Smartflo.

1. Log into your Smartflo Account.
   
2. Navigate to the Services > Integrations Tab from the side-navigation panel.
   
3. In HPBX integration, click on enable for Hubspot CRM integration.
   
4. Click on More Details in the Hubspot CRM option.
   
5. Click on Enable and select your desired user for the integration.
   
   
   while enabling your user in Hubspot integration you also need to add a Hubspot API Token which is, smartflointegration04t2v000006y12u.

Note: You can select either mobile or extension number for the user, if the user has created his own extension on the portal.

6. Open a new tab, and log in to your user account on which you have integrated Hubspot CRM. Then, follow the same steps as 2 and 4.
7. Click on Steps and Click on Install to download the Hubspot Native App.
   
8. You will be redirected to the Hubspot authorization page.
   
9. Choose your company account after successful login from the prompt.
   
10. You have successfully integrated your Smartflo account with Hubspot CRM.

How to Use The Integration

Follow the below-mentioned steps to use Smartflo Integration with Hubspot CRM effectively.

1. Log in to your Hubspot CRM account.
   
2. You will land on your account’s dashboard.
   
3. This app integration provides the below-listed functionalities of Smartflo through Hubspot CRM.
   1. Click To Call (Outbound Calls)
   2. Call Detail Records( show duration, status, disposition status, etc)
   3. Call Notes or Call Description
   4. Agent Extension
4. To use the Click To Call functionality, go to your profile and click on Contacts from the top navigation panel, and access your leads saved in your user account for calling.
   
5. Inside the lead, you will find the cellphone icon, click on the icon and authorize your Smartflo native application.
   
   use Call from SmartFlo to make your call and access the native application. Once the native application is launched, you can dial any number of your choice after selecting the number and DID.

On the first installation, You need to refresh your account after login, only for first time after Integration.

6. While in between a call, the user gets a separate tab to write down call notes during the call. Click on the call notes and the user can add their respective comments for the call.
   
   When the call is completed, there’s a log stored for each call with all the necessary fields fetched from Call Detail Records.
7. To access the logs, Navigate to Contacts>Calls from the top navigation panel.
   
   Here you can find the details of all the outgoing calls made through the Smartflo application. below are the fields included in the call logs.
8. Click on any particular log to access the call note and recording of the call.
   
9. You can create tickets also, go to services>ticket. The ticket gets created along with the call.
   
10. These are all the functionality offered by Smartflo in Hubspot integration.