hubspot integration

  1. Mick Lenton

    Are there any updated guides to setting up a intergration with Hubspot

    Hi everyone. I have a customer that is looking at integrating with Hub spot but their developer has said that the current guide is out of date as you cannot make legacy API's anymore for integrations. Can I get an update on this please.

  2. Hubspot Contact Creation - From Certain Queues Only

    So we have a bunch of ring groups, a digital receptionist, and a queue for sales agents. I am using an old template to automatically create Hubspot contacts as inbound calls come in. Is there any way to limit the Hubspot contact creation for calls that only come in to the sales queue and...

  3. Hubspot Contact Creation - No +1XXX

    I have set up the custom XML file per the instructions posted here: https://www.3cx.com/community/threads/hubspot-not-showing-all-calls.122311/#post-573343 My goal is to get the contact creation working based on the incoming call and not the agent clicking to add the contact. I got it to work...

  4. Unable to Upload Call Flow App

    I'm unable to upload the Call Flow App I created to 3CX. According to 3CX, there should be call flow apps under advanced tab but on my end there's none. You can check on the 3CX system has already been upgraded to v20.
  5. Justin Moors

    Call Recording Transcriptions in CRM

    Hi all I was under the impression that with U3 we'd be able to journal call recording transcriptions and links to the call recording over to our CRM - but I cant seem to make this work. My demo system is running U3 RC and I have Whisper AI configured which is handling the transcriptions etc...
    • Justin Moors
    • Thread
    • call recording hubspot hubspot integration transcription
    • Replies: 4
    • Forum: Hubspot

  6. No Hubspot Contact Creation

    Hi Hubspot integration seems to be working for call and chat journaling with our users, but new contacts do not seem to be created on inbound / outbound calls that don't have an existing CRM contact. Any ideas? The configuration guide was followed and again everything else seems to be working fine!
    • brian@pm
    • Thread
    • crm hubspot integration
    • Replies: 4
    • Forum: Hubspot

  7. HubSpot Configuration: Not going to plan

    Hi team, We have a customer who has integrated their Hubspot with their 3cx. Their main goal is that when a call comes through and it is picked up, the customer's contact card opens up/or an auto ticket opens up so that they can straight away put details in. This is not happening on their end...
    • andytelco
    • Thread
    • hubspot hubspot integration integration crm hubspot
    • Replies: 1
    • Forum: Hubspot
  8. PaulEmous

    Limited 3CX users to see CRM contacts

    3CX standalone V18.08 all works well. HubSpot integrated and working. The customer has +50k records in CRM and if number are pressed using 3CX Web Client, almost each 2 or 3 (sometimes more) number combination will have a CRM lookup (due to amount of contacts present). Is there a way to have...
    • PaulEmous
    • Thread
    • crm contacts hubspot integration
    • Replies: 4
    • Forum: Hubspot

  9. Call Recording Backup in Hubspot

    Hi everyone, I'm here seeking assistance from the greatest 3cx specialists since I'm trying to figure out how to sync call recordings of contacts with or without server-side connectivity in Hubspot. Would you kindly let me know if it's possible? I really need to put this into action. I need...
    • PrateekChoudhary
    • Thread
    • backups call recordings hubspot hubspot integration recordings
    • Replies: 12
    • Forum: Hubspot

  10. Recording Backup in Hubspot

    I just want some help regarding the integration 3cx system with HubSpot As I am facing some issues in access failure during connection I have attached the screenshot And also let me know one thing that do we can save the recording of the call in Hubspot, is there any functionality that...
    • PrateekChoudhary
    • Thread
    • developer hubspot hubspot integration integration crm integration crm hubspot recording
    • Replies: 4
    • Forum: Hubspot

  11. 3CX Hubspot Deals automatic Association

    Hi all, I need help to configure XML file on 3cx to permit us to create call logs on Hubspot not only for contact/companies, but also on deals level. We need that when the log is created on contact level, that same log is associated also on all the deals of that contact. Please can you help me...
    • claudio1985
    • Thread
    • api crm integration crm deals hubspot integration xml
    • Replies: 9
    • Forum: Hubspot

  12. 3CX integration not journaling or creating contacts

    Hi, We have followed the steps outlined here: https://www.3cx.com/docs/hubspot-pbx-crm-integration/ and we are able to "test" the integration and look up contact information from HubSpot however we aren't seeing calls get journaled against known contacts in HubSpot nor are we seeing new contacts...
    • Akki78
    • Thread
    • 3cx integration hubspot hubspot integration hubspot integration call journaling
    • Replies: 11
    • Forum: Hubspot

  13. CRM created Contacts are not showing up for the users

    Hi, hope everyone is doing well ; We're having a problem with CRM created contacts not showing up for users, only the contacts created in 3CX show up, and these CRM created contacts are synced with 3CX, I can see them in the management console, at least the ones that are automatically created...
    • zakaria m
    • Thread
    • contacs crm hubspot hubspot hubspot integration
    • Replies: 6
    • Forum: Hubspot

  14. 3CX Hubspot Integration - existing contacts are creating new contacts

    Hello, TL/DR: If there is anyone who has successfully integrated 3CX with HubSpot and has any advise on how to properly reformat the callerID and how the phone numbers should be saved in HubSpot, it would be greatly appreciated. We have successfully integrated 3CX with HubSpot. However...
    • TMG-Service
    • Thread
    • callerid contact lookup hubspot integration
    • Replies: 2
    • Forum: Hubspot
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